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Extending SugarCRM for Not for Profit Organisations
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Extending SugarCRM for Not for Profit Organisations

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Delve into a SugarCRM integration with Joomla and Moodle, and see how the new integrated solution has enabled ASF to increase their operational efficiency by a factor of 10.

Delve into a SugarCRM integration with Joomla and Moodle, and see how the new integrated solution has enabled ASF to increase their operational efficiency by a factor of 10.

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Extending SugarCRM for Not for Profit Organisations Extending SugarCRM for Not for Profit Organisations Presentation Transcript

  • Extending SugarCRM For Not-for-Profit Organisations
  • About Australian Scholarships Foundation (ASF) Mission: To strengthen the overall effectiveness of the NFP sector through training and development of the sector. • Provides scholarships to managers and directors of NFP charitable organisations. • Enhance NFP Directors and managers’ skills to increase the efficiency and effectiveness of their organisations. • Works with Education Providers / Wide range of offerings
  • ASF Milestones 2008 • • • 6 Education Partners 30 scholarships Reach - 200 NFPs 2009 • • • 2010 • • • • 16 Education Partners (9 Universities) 220 scholarships, $950,000 value 120,000 NFPs IT project scoped and funded (Phase 1) 10 Education Partners 100 scholarships $450,000 value 68,000 NFPs market reach 2011 • • • • • 20 Education Partners (12 Universities) 500 scholarships, $1.5m value New website and integrated CRM completed Automated application processing completed (Phase 2) First-ever nation-wide scholarships database underway (Phase 3)
  • Common Challenges For NFPs • Increase in volume of transactions / applications • Operating costs pressures and funding constraints • More effective marketing and segmentation • Greater visibility and transparency in applications management • Increase the confidence and communication with scholarship funders and applicants
  • The Challenges Challenges of the Legacy System • Data collected on Word document • Cannot proceed more than 100 applications at once • Third party vendor for email marketing campaigns • Highly labour-intensive manual processes • Need to track funding opportunities
  • Vision for Where ASF Wants To Go • Manage and automate the increasing volume of scholarship applications • Greater visibility into scholarships and applications management • Funding management and tracking opportunities • Central repository • Applicants and funders data capture and storage
  • The Tools Used • CRM software: To manage relationships and “sales” • Learning Management Software: to manage and assess scholarship applications • Joomla Content Management System (CMS): provides the “Web Front end” of ASF
  • Business Value The ASF Journey LeverageCRM Total Integration Integrate Applications Joomla Website SugarCRM: • Opportunities • Scholarship Marketing • Scholarship Registration Moodle for Applications Joomla Website SugarCRM: • Opportunities • Scholarship Marketing • Scholarship Registration Introduce CRM Paper Applications Joomla Website SugarCRM for Opportunities Paper Applications Joomla Website • Paper Applications • Spreadsheet Opportunity Management Time Next version underway: Joomla + CRM + Moodle • Integrated user profiles • Integrated applications • User managed scholarship and organisation profiles management
  • Scholarship Application & Assessment Process Scholarship list on website Applicant selects scholarship and registers Application online Scholarship set up Scholarship assessment Contact set up on Sugar against scholarship Scholarship Application Results update
  • Scholarships setup Scholarship list on website Applicant selects scholarship and registers Application online Scholarship set up Scholarship assessment Contact set up on Sugar against scholarship Scholarship Application Results update
  • Scholarships listed on website Scholarship list on website Applicant selects scholarship and registers Application online Scholarship set up Scholarship assessment Contact set up on Sugar against scholarship Scholarship Application Results update
  • Application Online Scholarship list on website Applicant selects scholarship and registers Application online Scholarship set up Contact set up on Sugar against scholarship Scholarship assessment Scholarship Application Results update
  • Scholarship Application Results Scholarship list on website Applicant selects scholarship and registers Application online Scholarship set up Contact set up on Sugar against scholarship Scholarship assessment Scholarship Application Results update
  • Campaign Tracking in SugarCRM
  • Results • 10 fold increase in operational efficiency: from 100 to 1,000 applications processed • 300% increase in volume of scholarships offered • Did not require increasing staff • More effective marketing and segmentation • Greater visibility into scholarships and applications management • Increased confidence and communication with scholarship funders and applicants
  • 300% increase in volume of scholarships offered
  • The value of scholarships is rising faster than the cost of providing them
  • About Loaded
  • At Loaded, we focus on delivering smart solutions to unlock your customer relationship potential. We utilise CRM, marketing automation and business intelligence software, and bring our business, marketing and technical expertise to the task of designing, delivering & supporting the right solution for your organisation.
  • About Loaded Smart solutions to unlock your customer potential. • Founded in 1995 as a web development business. • Delivering business impact through CRM, Web, Marketing Automation and Business Intelligence solutions. • Partnered with SugarCRM in 2005, attracted to open source model, flexibility and value. SugarCRM Gold Partner since 2006. • Broadened offering over last 7 years to encompass ‘total CRM journey’ with a wide range of CRM integrations enabling business impact and ROI. • Clients sectors include IT products and services; not for profit; financial services; accounting firms; retail; manufacturing/wholesale; and federal and state government.
  • Our offer – ‘total CRM’
  • Loaded Capabilities CRM breadth & depth, backed by strategic, operational and technology expertise Capabilities Why It Matters SugarCRM Depth: in consulting, development, training, infrastructure • Deep knowledge of the application and its potential, at the functional and technical level CRM breadth: 30+ years in total CRM experience • Sound basis for advice and design solutions • Provides rich inputs to our delivery processes – allows for on time, on budget, quality, ‘no surprises’ implementations and deployments Business strategy and execution: top tier management consulting and executive leadership experience • Strategic and technical partners, to help ensure your CRM journey is well planned and delivers organisational benefits at every stage Technology depth and breadth: delivering and supporting complex integrations and deployments • Able to support and maintain complex solutions over time for clients • Deep experience in a wide range of integrations
  • Complexity Our approach – total CRM journey Why a Journey? Business Intelligence Reporting • Deliver ROI at every stage Web Portal Marketing Auto • Increase CRM adoption Marketing • Deliver benefits faster Sales Call Centre Support Integration • Manage risk and cost Social Collaboration Marketing Sales Support Integration Marketing Sales Support Integration Marketing Marketing Sales Support Sales Sales Time
  • How we work Rigorous process, backed by standard methodology and tools. For each phase of work… Standard Steps Pre Kick Off Scoping Standard Methods and Tools Uncover key pains, desired gains and ROI targets. Prioritization of pains and gains. Use Cases. Solution Design. Standard Deliverables Proposal Statement of Work Implementation Test cases linked to development tasks. Code Review. Detailed Deployment Methodology Project Updates Progress Demos Handover Training. Documentation. Enhancements / rollout / change mgmt roadmap. Training Manual & Documentation
  • Our partners Loaded partners with world leading technology providers to ensure we have the best software, infrastructure and supporting tools at our disposal, to support client needs. SugarCRM is the world’s fastest growing CRM application. Recently named in the Gartner Magic Quadrant as a Visionary for Sales Force Automation Pardot is a leading marketing automation tool recently acquired by Salesforce.com JasperSoft is a cloud based business intelligence application with an exciting entry-level solution offered in partnership with Amazon Web Services bringing enterprise level BI to any business Hubspot is a comprehensive, all-in-one marketing platform
  • Contact 1300 LOADED Email: info@loadedtech.com.au Website: loadedtech.com.au Address: Ground Floor, 221 Miller Street, North Sydney, NSW 2060. Australia