Age UK
Pythagoras provides Age UK with a platform for member and donor management, supporter communications and self-service portals built on Microsoft Dynamics CRM
Age UK is the country’s largest charity dedicated to helping everyone make the most of later life.
The charity provide services and support at a national and local level to inspire, enable and support older people. The Age UK network comprises around 150 local Age UKs reaching most of England, and is able to function through the dedication of more than 75,000 volunteers.
In Age UK’s system, data protection preferences are date stamped, and an audit trail of permissions is recorded at an individual level, helping the charity to prepare for the introduction of GDPR.
Automation of import processes and integrations to other systems across Age UK has enabled them to reduce the headcount in these teams, and has facilitated new revenue streams.
By investing in this platform, Age UK has mitigated against the risks associated with running a legacy database, from losing data to an inability to process revenue information.
As their system manages donations more effectively and efficiently, Age UK’s staff are able to spend more time focussing on engaging with their members, delivering personalised and relevant content and making supporters feel more connected to the organisation.
Age UK have taken advantage of Dynamics CRM’s native integration with other Microsoft applications such as Outlook, to give full visibility of their interactions with members and donors. They have also integrated with other key systems across the business to surface data in CRM.
Age UK’s data schema has been specifically designed to hold their data in an intuitive way, leading to strong user adoption. Users can also personalise their views to display only what is relevant to them, in contrast to their previous ‘one size fits all’ scenario.