The Red Cross needed to replace over a dozen databases situated in 22 different locations with a large degree of varying sophistication. Some of the training system's that was core to The Red Cross's business offering ranged from pencil and paper to using access databases and a combination of the two. The challenge for Magnetism was to take numerous variations of courses, locations, customers and contract rates into consideration - and build a CRM that took all of this into account.
Needing to understand how they can provide a more consistent and streamlined training service to their customers spanning across New Zealand, Red Cross had heard about Magnetism and their expertise in xRM ( creating a very customisable CRM system built on Microsoft Dynamics.
The scale of the job was evident in that it took about 40 hours to migrate data from just one of the Access databases in Christchurch to the new centralised location in Wellington.
The Red Cross have implemented a system dubbed xRM. The 'x' indicated that they now have a system that not only holds all of their client and customers information, but integrates, enables and unleashes other parts of the business.
This system automates several formally manual processes and makes more than three million records, stored centrally in Wellington accessible for over 100 users up and down the country.
The Red Cross's current mixed systems paired with processing over 70,000 training requests that were needing to be fulfilled meant that they needed to look at a CRM to consolidate all of the data they already used in many different formats and complexity levels.
They needed to provide a nationwide standardised solution to their customers and found a customised Dynamics CRM achieved just that. For an activity that was bringing in a seven-figure sum, from scores of national customers, it was being run in an ad hoc manner with outdated systems rather than in a business-like fashion.
Now, when a course booking is received and details entered in the system, a whole series of processes automatically follow: