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.
Age UK chose to replace their existing CRM solution with Microsoft Dynamics CRM, as they wanted to adopt a solution that would:
Be flexible and configurable, taking advantage of their investment in other Microsoft based functional solutions
Utilise out-of-the-box capability with minimal customisations
Provide the capability to open new channels to market and extend their reach to a larger user base
Support a data schema that holds data more intuitively
Empower users to make better informed decisions with current data
Use user-friendly interfaces, customisable by user type
“Since the beginning of our partnership, Pythagoras have always been positive, effective, delivering to schedule and quality.”
CRM Programme Delivery Manager
Age UK
The business benefits
Increased understanding of data
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.
Reductions in cost
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.
Risk mitigation
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.
Increased connection with supporters
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.
Benefits for users
Enhanced visibility of supporters
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.
Personalised user experience
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.
