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  • Writer's pictureAlex Hyde-Parker

Is your CRM working for you?

Is your CRM well-structured, maintained and integrated with the tools you need? As experienced managers of fundraising CRM systems, EFC knows how to optimise your CRM ecosystem and make it work for you.

We assess your set-up, data quality, process efficiency and information management and provide you with a detailed plan for improvement. When the time is right for a change, we help you plan, manage and implement a seamless transition. With our project management and subject matter expertise, we'll guide you through procurement, configuration and business change to ensure a successful migration and launch. 

EFC is a Beacon CRM certified partner and has assisted with a number of Beacon implementations, including for the Frankfurt School of Finance and Management. In 2020, the school appointed its first Director of Development to establish a new team to support the school, its education programmes and students through philanthropy.

One of the early requirements was to establish an appropriate CRM to support the work of the new team. After developing the school's requirements, EFC reviewed the available systems and the top six fundraising CRMs on the market. We identified Beacon CRM as the product that best fitted the school's needs.

EFC configured Beacon CRM, adding custom fields in both English and German. We compiled data from a series of spreadsheets and imported all data to establish a new database of alumni and contacts, fundraising pipeline and processes. We provided a handover and support for new staff when they joined. EFC remains a partner of Frankfurt School, helping it establish a solid base of philanthropic support through a good use of systems.

Carsten Vogel, Director of Development said: "Alex and the team were a tremendous resource in a difficult process: how do you organise all your fundraising information and how do you go about working with a multitude of historic data in a new (and shiny) fundraising CRM. EFC was an efficient and friendly partner on our journey. Easy. Constructive. Effective."

“Implementing a first CRM for an organisation is a significant moment. While new, the team at Frankfurt had great experience in fundraising, but needed help to find and put in place the right solution to help them work effectively, plan and to be able to report and understand their progress. We worked together to deliver the best outcomes” said EFC’s Alex Hyde-Parker.

“The school can now manage its valuable relationships in a secure, accessible, systematic way to ensure efficient fundraising. The new approach also provides valuable certainty and control as the team grows.”


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