Nonprofit CRM transformation in action: for Wimbledon Guild’s management system, we designed it to be straightforward. Easy to input and easy to retrieve information about different activities.
Given that Wimbledon Guild has been around for such a long time – over 200 years! – they had stacks of old info. We sifted through it all, cherry-picking the key bits to pop into the new system. The rest? We stored it safely for any future needs.
To address the therapy team’s concerns about data security, we created a two-tiered storage solution: essential, non-sensitive records went into our system, while the more confidential notes were tucked away securely elsewhere.
For events, we introduced a user-friendly online booking system. This lets people book sessions from anywhere, anytime. For those who preferred the traditional method, in-person bookings were still an option. The system also lets volunteers adjust their details and note down shifts. For those feeling generous, it’s there for donations too.