Customer Case Study: Young NewZealanders FoundationColin May, YNZFSteven Foster, Intergen    #dynamicsday
Our Agenda    Background of YNZF    Before Dynamics CRM    Need for Change    What the Solution looked like    After Dynam...
Youth in New Zealand•   Have one of the highest suicide rates in the    western world•   1 out of 4 are victims of sexual,...
Young New Zealanders Foundation•   Totally committed to LifeSkills development of Kiwi Kids•   Registered Charity, establi...
LifeSkills that support, educate                                           and empower Kiwi Kids. Amazing Me              ...
Before Dynamics CRM•   Access Database     – Sunset Product     – Expensive Development or changes to Reporting     – Deve...
Need for Change•   Future Proof the technology platform•   Required a stable platform•   Goal was to move towards an “out-...
Proposed Solution Components + +
Solution Overview                          Agent Dashboard                          Live Sales Donation visibility       D...
After Dynamics CRM•   Dynamics CRM Database     –   Feature rich and fully functional to help establish “best practice”   ...
Live Support Details
Live Email Receipt
Live Email Events Details
Live Tracking Email to Web Visits
A worthy Charity in need•   100% non-profit Charitable Trust•   We have more demand from schools and the    community for ...
Any questions?
Do you want toknow more?Find me in theExperience Loungeat the end of thispresentation.
Thank youbarry.barryson@intergen.co.nz
Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation
Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation
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Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation

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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.

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Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation

  1. Customer Case Study: Young NewZealanders FoundationColin May, YNZFSteven Foster, Intergen #dynamicsday
  2. Our Agenda Background of YNZF Before Dynamics CRM Need for Change What the Solution looked like After Dynamics CRM
  3. 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
  4. 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.
  5. LifeSkills that support, educate and empower Kiwi Kids. Amazing Me Gemstones Personal safety & sourcing help Develop healthy decision making3-7 year olds, parents & caregivers Classroom based for years 6-9No Excuse for Abuse Travel Log Awareness & Avoidance of abuse Teenage development issues0-12 year olds, parents & caregivers Classroom based for years 9-10 Career Passport Career guidance & skills to enter the workforce. School leavers
  6. 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
  7. 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
  8. Proposed Solution Components + +
  9. Solution Overview Agent Dashboard Live Sales Donation visibility Dialler Email Marketing Track Supporters interest
  10. 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
  11. Live Support Details
  12. Live Email Receipt
  13. Live Email Events Details
  14. Live Tracking Email to Web Visits
  15. 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
  16. Any questions?
  17. Do you want toknow more?Find me in theExperience Loungeat the end of thispresentation.
  18. Thank youbarry.barryson@intergen.co.nz

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