IAVI had long used a LAN-based CRM system to manage its financial information and relation- ship activity with donors and partners. However, user difficulties prevented wide uptake across the organization and with the aging of the platform, IAVI’s IT staff chose to deploy Dynamics CRM, hosted in the cloud. IAVI had already implemented SharePoint and Office 365; the cloud- hosted CRM solution allowed IAVI to expand on those successful roll-outs. Concurrency pro- vided expertise and support to IAVI’s IT department through design and deployment of Dynamics CRM, which integrated with Office 365 and SharePoint.
Previously, employees at international offices could access the database only through a Citrix connection and had to request assistance from IAVI’s IT staff in order to run queries, since the interface’s complexity required users to know the names of fields on the back end and on which table they were located.
The solution will help IAVI increase information sharing throughout the organization. “A lot of our work involves IAVI staff members from different departments working with the same external people,” said Colleen Boyne. ”CRM will help us manage those relationships. Eventually we expect that every department will be using the system, and we may move our entire grants management system into CRM.”
“Dynamics CRM solved both our access problem and our user adoption and ease-of-use problems,” said Colleen Boyne of IAVI. “The advanced find feature is really great and a huge improvement from what was available for queries in our old system. Now all users are able to easily set up their own views and search.”