Keywords: CRM, modifications, charity, data import
Daisi
Market Sector: Charity
Year Started: 1998
People: 5
Working with us since: 2008
DAISI's mission is to work in creative partnerships to enable arts and culture to enrich and inspire the lives, learning and futures of children and young people in Devon and Torbay.
DAISI contacted Benchmark about our CRM software after becoming aware of our "free software for charities" programme. They looked at Benchmark's CRM system, compared it to some of the other packages available, and narrowed the choice down to Benchmark’s CRM and Sage's ACT! Software
Margo Fisher, who managed the project said, "Although getting the software for nothing was a bonus, the main reason we chose it was that we could understand how it worked and use it so easily." Another key aspect that Margo said was "absolutely crucial" was making sure all the different types of information from schools, artist and councils could be brought together into a single database and accessed easily.
By using the custom fields, and making a couple of modifications to the software, they had exactly what they needed and are still going along happily two years later.
No problems, no hassles, and any small changes they require are done straight away, so they can concentrate on their charity work.