Comprehensive management of institutional contacts in CRM for NGOs

Traditionally, third sector entities seek to offer companies different ways of collaboration that, in addition to adding value to them, allow them to improve their sustainability and diversify their sources of funding.

In Spain, some social entities offer, through their Special Employment Centres, services for companies of a very different nature, with the aim of encouraging the indirect hiring of professionals with disabilities in sheltered environments, and at the same time, strengthening their financing channels.

The purchase and/or contracting of goods and services from Special Employment Centres is promoted thanks to their recognition as an alternative measure to compliance with the General Law on Disability (former LISMI), which obliges all companies with more than 50 employees to hire 2% of people with disabilities or, failing that, to apply alternative measures, such as contracts with CEE.

Due to the diversity of possible operations (donations, contracting and/or outsourcing of services, etc.) and the fact that different areas of the same NGO need to address the same public, PRODIS required a system that would allow them to:

• Have centralised information and shared knowledge about key people, services offered, meetings held, etc.
• Eliminate follow-up work through Excel documents that could lead to human error.
• Improve internal coordination and efficiency of work performed by each department by avoiding duplication in their online and offline interaction with customers.
• Obtain aggregated reports without duplication by being able to cross-reference data from different sources.