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Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation
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Transcript of Dynamics Day 2012: Dynamics CRM case study - Young New Zealanders Foundation
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Customer Case Study: Young New
Zealanders Foundation
Colin May, YNZF
Steven Foster, Intergen #dynamicsday
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Our Agenda
Background of YNZF
Need for Change
After Dynamics CRM
What the Solution looked like
Before Dynamics CRM
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Youth in New Zealand • Have one of the highest suicide rates in the
western world
• 1 out of 4 are victims of sexual, physical or emotional abuse
• Have one of the highest rates of teen pregnancy in the world
• 100,000 young people will appear in courts before they are 21
• Bulling is rife in schools and on the increase
Too many kids are falling
through the cracks
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Young New Zealanders Foundation • Totally committed to LifeSkills development of Kiwi Kids
• Registered Charity, established in 1997, to help fund community
youth education programmes like D.A.R.E.
• Develop and distribute highly effective resources providing
LifeSkills that support, educate and empower Kiwi Kids
LifeSkills that support, educate
and empower Kiwi Kids.
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LifeSkills that support, educate
and empower Kiwi Kids.
Gemstones Amazing Me
Travel Log No Excuse for Abuse
Career Passport
Personal safety & sourcing help
3-7 year olds, parents & caregivers
Awareness & Avoidance of abuse
0-12 year olds, parents & caregivers
Career guidance & skills to enter the
workforce. School leavers
Develop healthy decision making
Classroom based for years 6-9
Teenage development issues
Classroom based for years 9-10
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Before Dynamics CRM • Access Database
– Sunset Product
– Expensive Development or changes to Reporting
– Developed and managed by “one-man band”
• Manual Processing of Credit Card Transactions
• Spending $35,000 per year in postage of receipts
• Fundraiser performance not transparent
• “Up Sell” performance difficult to monitor
• Communication with Supporters only via telemarketing
• Needed a package the would integrate with a predictive dialler
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Need for Change • Future Proof the technology platform
• Required a stable platform
• Goal was to move towards an “out-of-the-box” solution
– Remove the reliance on a one man band
– Build one sell many vs build one sell one
• Needed stable access for remote users
• Capability to report on fundamental operational drivers
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Proposed Solution Components
+ +
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Solution Overview
Dialler Email Marketing
Track Supporters interest
Agent Dashboard Live Sales Donation visibility
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After Dynamics CRM • Dynamics CRM Database
– Feature rich and fully functional to help establish “best practice”
– Configuration rather than customisation ensures future proofing at minimal cost
• Integrated Automatic Processing of Credit Card Transactions
• Email receipts save over $34,000 per year
• Fundraiser performance now live for all to see
• “Up Sell” performance had immediate change in caller behaviour
• Communication with Supporters with Email Newsletter to support the
telemarketing
• Track web visit as a results of email and identify Supporters interest
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Live Support Details
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Live Email Receipt
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Live Email Events Details
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Live Tracking Email to Web Visits
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A worthy Charity in need • 100% non-profit Charitable Trust
• We have more demand from schools and the
community for our resources than we can supply
• We receive no government funding or lottery
grants, we rely solely on the generosity of the
pubic (private individuals & SME owners)
“If I were the Minister of Education, for emerging adolescents,
Gemstones would be a compulsory platform in every
intermediate school in the country”
Paul Murphy, Principle of Kedgley Intermediate
Papatoetoe, Auckland
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Any questions?
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Do you want to know more?
Find me in the Experience Lounge at the end of this presentation.
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Thank you [email protected]
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