Need a Complete View of Donors
- Donor (customer) data is captured across multiple systems. 40 million records to master: lots of data, lots of diﬀerent places.
- Wanted to roll out a corporate data governance strategy with workﬂow process
- Need to integrate with Microsoft tech stack including easy integration with Dynamics.
- Need to support data migration from old to new CRM.
Create Single View of Donor
- Find cost eﬀective MDM solution that works with the Microsoft stack including Dynamics.
- Select a tool – that supports data migration from Siebel to Dynamics.
- Create Donor Golden Records by matching and de-duping existing records. Set up process for ongoing data harmonization including data governance workﬂow process.
- Consolidated 40M total customer records into golden donor records. Cleansed, de-duped trusted data now.
- CRM Migration completed with much higher quality, trusted data.
- Better reporting & analytics; know their donors especially repeat donors.
- Created target marketing campaigns to increase donor response rate and donation amounts.