Case Studies IAVI Turns to Dynamics CRM to Manage Donor Relations from Offices Around the Globe

IAVI Turns to Dynamics CRM to Manage Donor Relations from Offices Around the Globe

Summary

IAVI had long used a LAN-based CRM system to manage its financial information and relation- ship activity with donors and partners. However, user difficulties prevented wide uptake across the organization and with the aging of the platform, IAVI’s IT staff chose to deploy Dynamics CRM, hosted in the cloud. IAVI had already implemented SharePoint and Office 365; the cloud- hosted CRM solution allowed IAVI to expand on those successful roll-outs. Concurrency pro- vided expertise and support to IAVI’s IT department through design and deployment of Dynamics CRM, which integrated with Office 365 and SharePoint.

Solution

Previously, employees at international offices could access the database only through a Citrix connection and had to request assistance from IAVI’s IT staff in order to run queries, since the interface’s complexity required users to know the names of fields on the back end and on which table they were located.

The solution will help IAVI increase information sharing throughout the organization. “A lot of our work involves IAVI staff members from different departments working with the same external people,” said Colleen Boyne. ”CRM will help us manage those relationships. Eventually we expect that every department will be using the system, and we may move our entire grants management system into CRM.”