CRM Non-Profit Case Studies
About British Red Cross
The British Red Cross help people in crisis, whoever and wherever they are. They are part of a global voluntary network, responding to conflicts, natural disasters and individual emergencies. They help vulnerable people in the UK and abroad prepare for, withstand and recover from emergencies on their own. Its Event First Aid service coordinates the first aid and paramedic support for events across the UK.
The registered charity was looking for a simple and flexible CRM system to help coordinate the first aid and paramedic support it provides to events across the UK. Prior to working with Really Simple Systems, the Red Cross was using a variety of resources from basic spreadsheets to more advanced databases, however the organisation required something more centralised in order to manage the data and provide access for all its offices across the UK.
Matt Jessop, National Sales Manager, Event First Aid, Red Cross explains, “We offer first aid support, equipment, ambulances and paramedic support to over 6,000 events across the UK each year and we realised we needed a system that would be easy for everyone to understand but also flexible enough to cover the variety of events. The Really Simple Systems CRM allows us to do just this and already we have over 100 users across 50 offices that access the data on a daily basis, both from within the office and on their mobile devices when out in the field. This just isn’t something that was available to us with our previous solutions.”
Matt continues, “The CRM system not only allows us to keep co-ordinated but we are also able to gain an advanced insight into the data we possess and we are able to create reports through the CRM in seconds, which is a huge step forward for us.”
As well as the flexibility and functionality of the system, an additional benefit for the Red Cross was the ability for the Really Simple Systems CRM to integrate with its existing invoicing software, Agresso. “Because we are able to seamlessly integrate the CRM with Agresso we can generate detailed invoices in an instant. Really Simple Systems CRM allows us to remove the extra manual steps and only takes a minute to create the invoices with the data we need. For us, this is a huge benefit that has completely revolutionised our invoicing workflow.”
Matt concludes, “Overall, the team at Really Simple Systems has been great and has worked hard to meet our requirements as a customer. They have been extremely accommodating and are always happy to help us adapt the system when we have asked. I would certainly recommend them to other organisations of our size.”