Problem: TTC had no simple way to send out and update mass email lists. The legacy Access database did not capture data to easily monitor memberships, and contact management was done through separate databases. The legacy systems did not allow for any type of integration.
Challenge: Introduce best practices for managing leads and develop a standard process for managing constituent contacts. Provide for web integration, develop standard process for managing membership opportunities and renewals, migrate data and provide for future integration with back office system.
Solution: Buan Consulting developed easy to use layouts and custom views, providing a full understanding of how to manage leads from beginning until membership opportunity emerges. TTC can now manage the mass email process with an understanding of salesforce.com Campaigns functionality. Buan also provided a plan for a future integration with Deltek.
Benefits/Results: TTC now has quick access to Lead, Account, Contact and Membership Opportunity data , has improved reporting capabilities, can track lead acquisition/qualification activity, report on the pipeline of memberships, and has reduced time and effort required to monitor new relationships and renewal of old.