CW+ (the charity for Chelsea and Westminster Hospital) is the 50th hospital charity to invest in customer relationship management (CRM) software from Harlequin to assist its growing fundraising team. Kerry Huntington, Head of Fundraising at CW+ explains why.
Why did you need a new fundraising database?
We had become disenchanted with our old system as it did not meet our needs; it was unintuitive and we could not run reports ourselves. It was important to stop the tide of a return to spreadsheets and implement more user-friendly software to function across teams.
How will you use the system?
We have a new Data Officer who will help us to capture more information and keep our house in order. We have invested in nine licences for the standard CRM database for everyday donor stewardship and for the management of campaigns, legacies, grants and major donors. We have also purchased the events module and the system will link to our accounts software.
How will Harlequin CRM benefit fundraising?
Fundamentally, Harlequin CRM will help us to be accountable to our supporters and ensure that the team feel empowered, not limited, to do their work. It will keep data centralised so that every donor remains on our radar; we will plan when we need to talk to them using alerts and get to know personalities more with the contact management tools. We will also be able to connect contacts on the system to show the influence of key donors and volunteers.
The software will enable us to streamline fundraising. For example, our Trusts & Foundations Manager already has a template to standardise her work. Another example is that we will send out six-monthly impact reports at certain giving levels, such as to major donors. We will be able to manage donor reception events and track gifts in kind, including our vast artwork collection.
Why did you choose Harlequin?
From the three suppliers shortlisted, Harlequin set the bar with an invigorating demonstration and subsequent communications. They took the time to understand our appeals and put things into context. Of Harlequin CRM, our new Data Officer said it is the database she “has always wanted”.
The Harlequin team are incredibly ‘can-do’ and initial training has brought to life the possibilities we could achieve, leaving us feeling very excited!
Tom Ellis, Managing Director of Harlequin says:
“We are already forging a strong working relationship with CW+. The fundraising team are clearly driven to make the most of Harlequin CRM with great enthusiasm and a clear vision.
“More and more hospital charities are undertaking high profile fundraising campaigns and large scale events, whilst managing daily ward donations and regular appeals – so specialist charity fundraising software is essential. Hospitals are an important part of the Harlequin world and we are delighted to have achieved this 50th milestone.”
In its use of Harlequin CRM, CW+ joins, among others, Addenbrooke’s Charitable Trust, Alder Hey Children’s Charity, Oxford Radcliffe Hospitals Charitable Funds, Sheffield Hospitals Charity and Southampton Hospital Charity. Hospital charities make up around a fifth of the Harlequin user base.
More about CW+
From its base at Chelsea and Westminster Hospital, CW+ brings together pioneering research, innovation, art and design to transform the experience and outcomes for thousands of people every day – in the hospital, in the wider community and all around the world. It does this by:
• Raising funds for ground-breaking research which identifies new life saving treatments and prevention for babies, children and adults.
• Delivering an award-winning art and design programme to transform the hospital environment and experience for patients, families, volunteers and staff.
• Investing in financially sustainable innovations, facilities and technologies which improve clinical outcomes for patients.
More about Harlequin Software Ltd
Harlequin designs CRM, fundraising and accounting software that enables charities to stand out and achieve strategic success. Harlequin utilises the Microsoft SQL Server relational database and .NET technologies.
Established in 1986, Harlequin supports 275 not-for-profit organisations across the UK. With a 99% client retention rate, Harlequin works with healthcare and welfare organisations, faith charities, education establishments, museums, arts charities and membership associations. In 2014, 2013, 2012 and 2011 Harlequin topped the Charity CRM Software Survey. In 2014 Harlequin was voted Best Database Supplier in the Institute of Fundraising’s Partners in Fundraising Awards.
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