Case Study: 2-1-1
2-1-1 was looking to deploy a CRM solution for their national organization. Navatar helped 2-1-1 understand their requirements as well as managed the system rollout.
Challenge
The 2-1-1 System connects people with needed human services through an easy to remember three-digit phone number, the web and a variety of community interactions. 2-1-1 was looking to deploy a CRM solution for their national organization.
Solution
- Navatar facilitated workshops and used best practices to help 2-1-1 formalize and reach consensus on common Support processes and needs.
- Worked with the 2-1-1 leadership team to design and implement management dashboards.
- Designed and configured salesforce.com as the CRM software to support the new support processes
Results
- Improved constituent support
- Common support processes
- Better collaboration
- Increased management visibility into activities
Please contact us at (212) 461-2140 or sales@navatargroup.com
