Charities are bombarded with new software that can streamline the way they work and promise efficiency savings. But the challenge often lies in getting the new systems to 'talk' with old systems. So when The Royal British Legion took on a new CRM, we helped them integrate it with their casework management system to effectively manage cases as one single system from initial enquiry to applications for funding.
The Royal British Legion – the UK's largest Armed Forces charity – deals with over 100,000 enquiries for assistance every year. After opening a contact centre to enable a more effective entry point for assistance, the Legion wanted to integrate its CRM with the more widely used casework management application.
Having originally developed the casework management system that the Legion uses, we were in the perfect position to help. We developed bespoke APIs to connect the casework management system with the new CRM software. And the project was successfully completed in just six weeks.
Automatic linking of new enquiries and existing casework information reduces the chances of errors and application delays, resulting in a faster and more efficient service for applicants.
The Software Solved difference
If system integration sounds like something your organisation can benefit from it doesn't have to be costly. Learn more about our Software Integration service or talk to us about your challenges.
We helped the National Trust increase up-time to 99%. When the new website was incompatible with existing systems, we took on redevelopment and integration to stabilise the website and reduce risk.
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