HorseWorld is a UK-based charity supporting horses that relies on its members and donations to help fulfil its mission. After struggling with an inflexible CRM solution that didn’t meet their needs, we helped HorseWorld to adopt Microsoft Dynamics 365 – allowing great out-of-the-box integrations while being customized to manage their animals, members, donations and Gift Aid.
Case Study
HorseWorld
Challenges
- New easy-to-use CRM system with animal management capabilities and integration
- Future-proof system
Solutions
- Microsoft Dynamics CRM
- CRM development for a bespoke solution
Benefits
- Customised animal management solution through Microsoft Dynamics CRM
- Flexible & scalable system with the confidence of Microsoft
- Streamline Gift Aid claims
- Save time, money & resources
Managing DirectorWe have very ambitious growth plans. I’m very confident the systems and partnership with Chorus we have in place are scalable and flexible enough to take us to many new levels.
Background
Managing HorseWorld’s data, its relationships with supporters, members, animals and its income streams is highly complex.
When I took over we had a customer relationship management (CRM) system designed specifically for charities. However, it was based around fundraising and donations and fell far short in helping us to manage our animals’ records, Gift Aid and growing memberships. Coupled with the fact that the old CRM system didn’t integrate easily with our other packages and we had perpetual problems with the other system, we really wanted to change.
, Managing Director
Choosing Microsoft Dynamics 365
We turned to our IT partner, Chorus who suggested we look at Microsoft Dynamics CRM. It’s very competitively priced – which is important for charities – but it’s also flexible, scalable, and works seamlessly with other Microsoft packages we use a lot, in particular Outlook and Excel. It’s straightforward to use and very intuitive.
, Managing Director
An intuitive look and feel
Chorus ensured everything looked the same as our existing systems, so staff readily accepted the change in system. They use the system to manage all our animals’ details, including special needs and veterinary history, and can rely on the calendar system to diarise treatments and scheduled visits to horses on loan. Previously we did all this using pen and paper! Now it’s all automated, backed up and very easy to manage. It’s transformed the way we manage GiftAid, donations and our 23,000-strong database of current and potential supporters.
, Managing Director
As an IT man I’m very impressed that Microsoft continues to invest billions into its products: there’s no confidence issue and their products will only ever get better and better. Reporting is very simple, too. I no longer have to get vendors in to develop reports – the information just pumps in and out, for example into Excel, and we can ‘mine’ our data very easily. I can’t praise it, or Chorus, highly enough.
, Managing Director