Historically, the CentraleSupélec Foundation worked with two distinct business tools that were isolated from the school's other departments. It decided to implement a single CRM, based on Dynamics 365 technology. After two years, it's a success! The CRM helps the foundation know its donors better, interact with them more accurately and foster collaboration with other departments at the school.
Reading time 7 min
Start of discussions! Loïs is organizing an ideation workshop with the CentraleSupélec Foundation. If the foundation had a magic wand, which features would be implemented? The objective of this workshop is to set the roadmap of the Foundation.
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The first development cycles have begun! Lois and the Centrale-Supélec Foundation are building the Foundation's future CRM week by week. The first development cycles are focusing on donors: What information do we want to bring out? What performance indicators do we want to put in place?
The project continues to move forward! The development cycles are coming together, and we are beginning to develop the concept of giving, gift commitment, gift allocation. What information do we want to highlight? What legal information should be recorded? How can we save the Foundation some time, what automation should we put in place?
Only a few months after the launch of the project, the CRM is in production! The data from the historical tools are loaded on the platform and the users are trained. The CRM faces the reality of the field. The agility of our methodology allows us to correct the imperfections of the CRM within the hour.
After a few weeks in production, the CRM perfectly meets the Foundation's requirements. The historical business tools are disconnected. The foundation decides to capitalize on this success and to progressively integrate its other tools into the CRM. The Dynamics for Outlook module is integrated, as is their website. Online donations arrive directly in the CRM, to the delight of the foundation's employees!
The CentraleSupélec Foundation decided to complete the CRM with the Dynamics 365 for Marketing module. This module allows them to personalize their interactions with donors to the maximum. They can precisely segment their donors using the information in the database. The email design tool allows them to quickly create quality newsletters and send them. All these interactions are then analyzed by the marketing team and used to improve future mailings. The open rate of their emails explodes!
And now ?
The CRM continues to adapt to the needs of the CentraleSupélec Foundation. A few weeks ago, the Foundation decided to implement direct debit. We were able to add this functionality in just a few days.
The usage rate is over 95%. It is now the Foundation's daily tool. They use it to collaborate with other departments, who are also using CRM.
CRM has contributed to their success. In 2021, despite the COVID-19 crisis, the Foundation reached more than 12 million euros in donations. These donations have been used to support research, entrepreneurship, gender parity and to help students financially impacted by COVID-19.
The digital transition of the CentraleSupélec Foundation is a success!
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