Case Study: United Way
United Way retained Navatar Group to design and execute their CRM strategy. Navatar Group redesigned the processes to create a high value customer experience and implemented salesforce.com to support the strategy.
Challenge
Project Relate is United Way's initiative to develop a common Donor Management system across 1400 United Ways countrywide. The project consists of creating common processes, practices as well as implementing salesforce across United Ways. Project Relate will help create a positive, consistent experience for donor investors, help generate more resources and reduce overall costs of managing customers.
Solution
- Developed overall Strategy, Business Case
- Helped launch Project Relate through an 80-user Pilot for the National Organization to manage top accounts
- Created common donor-centric processes and practices for member organizations for Fundraising, Account Management and Support
- Implemented salesforce for Project Relate
Results
- The first phase of Project Relate has been successfully implemented at the National office & multiple United Ways.
- Reduced donor response times by up to 20%
- Created a positive, consistent experience for donor investors.
- Anticipate a revenue increase of 5%
Please contact us at (212) 461-2140 or sales@navatargroup.com
