World Vision’s previous Relationship Management system was comprised of many disparate systems that were limited in functionally and not integrated with DCSS; their donation management system which resides on an AS400 platform. This situation resulted in missed opportunities, operational inefficiencies and presented significant challenges for their IT department to support.

As a result, World Vision decided to implement Microsoft Dynamics CRM to help them manage their relationships with donors, supporters and volunteers and as well better facilitate their Customer Service processes.

Navantis knowledge, experience and expertise with Microsoft CRM, SQL 2005 and CRM integration were a significant benefit to World Vision during this implementation. Navantis will continue to build on this relationship with World Vision by creating value and providing implementation and integration expertise. 

CUSTOMER PROFILE

World Vision is a relief, development and advocacy organization dedicated to working with children, families and communities to overcome poverty and injustice.

BENEFITS

All World Vision “Supporter” data now resides on one CRM system, instead of several disparate, non-integrated systems. As a result, all interactions with World Vision's Supporter base will be facilitated with homogenous and consistent data. Once the full implementation.across all five departments is complete, all departments will share a single and relevant view of Supporter data.

To read more about our secure relationship and donor management work for World Vision, please read the official case study.