Capsule CRM for research company
Categories
Description
About the Client
Community Research gathers and shares research about New Zealand’s community and voluntary sector, as well as advocating good practice methods in community research.
Overview
Tonica supported Community Research in their migration onto Capsule CRM in 2012 from a variety of different systems including Excel and Gmail.
Type of Work
- Data Audit Report in order to visualise Community Research data structure prior to Capsule CRM and make general recommendations for the migration
- Data Import Strategy, including data manipulation of the various input files in order to reduce the volume of duplicates and suit Capsule
- Creation of bespoke fields in Capsule CRM to suit historical data and the requirements of Community Research
- Final import of historical data into Capsule CRM and training on how to use the new system
- Contact details can be viewed anywhere in the world through a secure system
- Tags, notes and custom fields tailor the database to the needs of Community Research
- Easy to import new sources of data into the core database
- Exciting new features such as social media integration
Details
Business tasks
Reduce Costs
Improve Customer Service
Increase Customer Base
Support Customers
Problems
Low quality of customer service
No automated business processes
Failure to attract new customers
Customer attrition
Low quality of customer support