GoodCRM Workflows: game-changer.
We passionately believe that charities and cultural organisations can be better supported by their software to get more from their limited resources.
Collecting and managing data is an essential function of any charity. Increasingly, CRMs are becoming the repository of choice for the storage of these data. But for CRMs to truly succeed they need to do more than just be adept at flexible data storage.
Organisations need to be supported by their software in their day-to-day processes so that data can be captured automatically and accurately.
We created Workflows in GoodCRM to address this need. Now your CRM can break free from the traditional role of a data store and pro-actively support your day-to-day processes as well. Workflows map your processes, embed best practice into your organisation, automate tasks and collect data into your CRM automatically – ready for access and reporting in real-time.
Charities and cultural organisations collect all sorts of data about their donors, participants, and activities. More and more they are realising the importance of the ‘truth database’ which stores up-to-date, organisation-wide data in one place. Having access to your data is critical to effective monitoring and evaluation.
GoodCRM has never been limited to just contacts and relationships. Indeed, it has supported flexible data storage since its inception. The idea is to provide the flexibility of spreadsheets with the powerful relationships afforded by databases and the security and accessibility of a cloud-based platform. GoodCRM allows you to securely replace all of your ad-hoc data storage and Excel sheets.
But how we collect data is critical and can have a huge impact on the administrative overhead; time we spend inputting data is time we cannot spend furthering our organisational mission. Inputting data after the fact also provides opportunity for error and inaccuracy.
Data collection should be a consequence of your work, not the work itself.
Workflows combine online forms, payments, file uploads, emails, SMS and document creation with decision logic to power all sorts of personalised digital, multi-stage, multi-step journeys. We work with clients to rapidly implement new tools which can be used by staff and external stakeholders to complete and automate all sorts of complex tasks.
Practical uses of workflows include the streamlining of enrolment onto participatory sessions, where detailed information such as emergency contacts, medical information and consents need to be collected and made available to session leaders.
Longer workflows have been designed for training providers to manage the booking processes from initial conversations through to securing venues, recruiting delivery teams, creating SLAs, managing delivery, and collecting follow-up feedback.
Whatever your requirements, however simple or complex, Workflows allow GoodCRM to support every aspect of your organisation and your work to help reduce administration and increase impact.
