Help for Heroes further deploy Microsoft Dynamics CRM with Pythagoras

Jan. 22, 2013 - PRLog -- The Business Needs

Help for Heroes required the Band of Brothers and Band of Sisters areas of
their system to be brought to life. Band of Brothers and Band of Sisters are the
membership support groups for service personnel and veterans. Furthermore, Help for Heroes required customisation of their system to enable information regarding activities and offers and how these campaigns have contributed to what they offer their patrons.

Previous Solution

Help for Heroes had previously installed Microsoft Dynamics CRM 2011 and required a partner with expertise in fundraising and charities to work on the
next phases of the project. Pythagoras’ NFP team has over 5 years experience in deploying solutions to leading fundraising and membership organisations. Help for Heroes identified with their innovative solutions for Gift Aid, event management and website integration

Why Microsoft Dynamics CRM?

Steve Elliott, Head of IT at Help for Heroes stated, “Help for Heroes is constantly striving to improve the service it offers both its supporters and customers. By introducing CRM across all of the operational activities of the charity and capturing the data in a single system we will be better placed to engage the right people at the right time and work with them in their preferred way.”

Why Pythagoras?

Steve Elliott further commented, “By engaging with a professional software supplier like Pythagoras we were able to accelerate the development programme and are now in a position to fully utilise the system.”

Julian Stone, Managing Director at Pythagoras commented, “I am delighted Help for Heroes, a leading charity in the UK and one close to our hearts has been able to utilise our expertise. Our close working relationship has ensured this is a true partnership and I look forward to this continuing in the future.”

The benefits

• Automation of significant points of contact; the Band of Brothers and Band of Sisters members receive emails as they register and sign up for events etc.
• Internally the grants team are contacted as grants are moved in and out of the relevant queues and processed.
• Integration between Web portal forms, Microsoft Dynamics CRM and a third party vendor for receiving payments. This allows maximum flexibility to customise CRM and rapidly achieve integration on their website.

Overall the customisations and automations through work flow will streamline the handling of events, activities, membership and grant requests, and offers. Furthermore, greater understanding of their members will allow communications to be more relevant and timely, with the offerings and incentives specifically relevant to their members interests.

The Future

• Expansion of the web portal to allow enquiries to be logged and to have cases managed as quickly and easily as possible
• Creation of an end to end event management solution managing all fundraising and support events using automated online registration

Software:

Microsoft Dynamics CRM 2011

Services:

Pythagoras Consultancy
Pythagoras Project Management
Pythagoras Support

Customer Profile:

Help for Heroes provides direct, practical support to wounded, injured and sick Service personnel, veterans, and their families. This support is provided through grants to individuals and other Service charities, capital build projects and support for life at our four Recovery Centres across the UK. The war may be over but the battles are only just beginning for those lives have changed in the service of our country, a fight that may last for the rest of their lives. Help for Heroes focus is to ensure that there’s a comprehensive level of support available to them and their families, for life.

Web Site:
www.helpforheroes.org.uk

Pythagoras are a top 5% Global Microsoft Dynamics CRM Partner with expertise in delivering solutions for the top Charities, Not - For - Profit and Membership organisations acorss the UK.

www.pythagoras.co.uk