dynamics day 2012: dynamics crm case study - young new zealanders foundation
DESCRIPTION
Discover how Microsoft Dynamics CRM 2011 Online has changed the way Young New Zealanders Foundation (YNZF) raises donations to support their charitable trust, combining the base capabilities of CRM 2011 with the Not for Profit Industry Vertical Template.TRANSCRIPT
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Customer Case Study: Young New
Zealanders Foundation
Colin May, YNZF
Steven Foster, Intergen #dynamicsday
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Our Agenda
Background of YNZF
Need for Change
After Dynamics CRM
What the Solution looked like
Before Dynamics CRM
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Youth in New Zealand • Have one of the highest suicide rates in the
western world
• 1 out of 4 are victims of sexual, physical or emotional abuse
• Have one of the highest rates of teen pregnancy in the world
• 100,000 young people will appear in courts before they are 21
• Bulling is rife in schools and on the increase
Too many kids are falling
through the cracks
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Young New Zealanders Foundation • Totally committed to LifeSkills development of Kiwi Kids
• Registered Charity, established in 1997, to help fund community
youth education programmes like D.A.R.E.
• Develop and distribute highly effective resources providing
LifeSkills that support, educate and empower Kiwi Kids
LifeSkills that support, educate
and empower Kiwi Kids.
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LifeSkills that support, educate
and empower Kiwi Kids.
Gemstones Amazing Me
Travel Log No Excuse for Abuse
Career Passport
Personal safety & sourcing help
3-7 year olds, parents & caregivers
Awareness & Avoidance of abuse
0-12 year olds, parents & caregivers
Career guidance & skills to enter the
workforce. School leavers
Develop healthy decision making
Classroom based for years 6-9
Teenage development issues
Classroom based for years 9-10
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Before Dynamics CRM • Access Database
– Sunset Product
– Expensive Development or changes to Reporting
– Developed and managed by “one-man band”
• Manual Processing of Credit Card Transactions
• Spending $35,000 per year in postage of receipts
• Fundraiser performance not transparent
• “Up Sell” performance difficult to monitor
• Communication with Supporters only via telemarketing
• Needed a package the would integrate with a predictive dialler
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Need for Change • Future Proof the technology platform
• Required a stable platform
• Goal was to move towards an “out-of-the-box” solution
– Remove the reliance on a one man band
– Build one sell many vs build one sell one
• Needed stable access for remote users
• Capability to report on fundamental operational drivers
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Proposed Solution Components
+ +
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Solution Overview
Dialler Email Marketing
Track Supporters interest
Agent Dashboard Live Sales Donation visibility
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After Dynamics CRM • Dynamics CRM Database
– Feature rich and fully functional to help establish “best practice”
– Configuration rather than customisation ensures future proofing at minimal cost
• Integrated Automatic Processing of Credit Card Transactions
• Email receipts save over $34,000 per year
• Fundraiser performance now live for all to see
• “Up Sell” performance had immediate change in caller behaviour
• Communication with Supporters with Email Newsletter to support the
telemarketing
• Track web visit as a results of email and identify Supporters interest
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Live Support Details
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Live Email Receipt
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Live Email Events Details
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Live Tracking Email to Web Visits
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A worthy Charity in need • 100% non-profit Charitable Trust
• We have more demand from schools and the
community for our resources than we can supply
• We receive no government funding or lottery
grants, we rely solely on the generosity of the
pubic (private individuals & SME owners)
“If I were the Minister of Education, for emerging adolescents,
Gemstones would be a compulsory platform in every
intermediate school in the country”
Paul Murphy, Principle of Kedgley Intermediate
Papatoetoe, Auckland
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Any questions?
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Do you want to know more?
Find me in the Experience Lounge at the end of this presentation.
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Thank you [email protected]
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