The development team at Catholic Extension is the largest department at the organization. Fundraisers are distributed across the U.S. In order to work together efficiently and effectively, they needed a CRM that everyone could use and that allowed them to track their progress in detail, automate manual processes, and segment their donors appropriately.
Unfortunately, their previous CRM, Raiser’s Edge, didn’t meet these requirements. Automations weren’t possible and reporting was clunky. Furthermore, the team wanted to start tracking donor data more precisely. Madeleine Marchaterre, Senior Manager of Development, explains: “We knew that annual giving was probably the most important piece in terms of choosing a new database, because even though it’s not going to be the bulk of our fundraising by dollars, it is the highest volume, given the number of gifts and the number of donors that we need to manage, track, and reach out to.”
Moreover, the limits of a server-based system were becoming a problem. “We have people working in offices in various places across the U.S., and we had difficulties with accessing our other database. We had server issues,” says Madeleine. “Moving to the cloud and gaining ease of access for everyone who needed to use the database, whether it’s a gift officer in New York, or Florida, or California, was huge for us because it was getting to be a bit of a barrier.”
In addition to needing modern, cloud-based software, the Catholic Extension team was also looking for a solution that was more cost-effective than Raiser’s Edge. “We do need to watch how we spend our money,” says Madeleine. After researching their options, Catholic Extension chose Virtuous.
Catholic Extension’s Key Challenges
Previous CRM was not:
- Conducive to tracking at the level Catholic Extension required