| 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
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 |
|
|
