In the realm of women’s healthcare and philanthropy, The Royal Hospital for Women Foundation played a pivotal role in improving the lifelong well-being of women and newborns. Their journey took a significant turn when they partnered with Marketsoft to address a crucial challenge within their CRM. Together, they unveiled the elusive “golden record,” breathing new life into their mission.

The Challenge: Seeking the Golden Record

Imagine a vast archive of donor data where valuable information lay hidden like pieces of a treasure map. The Royal Hospital for Women Foundation aspired to create a unified view of their donors—the “golden record”—that would reveal invaluable insights and strengthen their cause. However, their CRM lacked the capability to generate this coveted view.

The Unveiling Process: Collaboration for Data Brilliance

Marketsoft and The Royal Hospital for Women Foundation embarked on this transformative journey hand in hand. They communicated with precision and dedication, aligning their strategies to achieve the goal of unveiling the golden record. During the ‘discovery phase,’ the client shared their aspirations, fostering a spirit of collaboration that extended to third-party partners, ensuring seamless data integration.

The Glorious Outcome: A Shining Golden Record

With meticulous attention to detail, Marketsoft transformed the CRM. Donor records became consolidated, accurate, and complete, unveiling the golden record. The Royal Hospital for Women Foundation wasn’t just satisfied; they were elated by the results. The success of the project led to the creation of a case study, highlighting this remarkable transformation. Furthermore, their Nett Promoter Score (NPS) reached an all-time high in the post-project survey, with feedback that resonated like a triumphant fanfare.

“The approach and attention to detail that Michael and Hamish took to this project is greatly appreciated. Knowing the complicated state of our data sets, we approached this project with the understanding that it would be a complex jigsaw puzzle. At every stage Michael took the time to communicate and fully understand what was required, and in turn, helped us to be clear on what action was being taken. As a result, we are delighted to recommend Marketsoft for data cleanse and hygiene projects with great confidence. The Marketsoft team went above and beyond on all deliverables, including additional support beyond the items in the statement of work including the import process to Salesforce. The outcome for us is that we now have well-defined data and a CRM that will guide our business operations and be a reliable central source of truth. We are excited to now be in a position that we can progress to data analytics and digital marketing with confidence. We look forward to an ongoing relationship and using Marketsoft hygiene services as required.”

-Alyce Simmonds, Marketing and Communications Executive at The Royal Hospital for Women Foundation

Lessons in CRM Transformation

In this journey of unveiling the golden record, The Royal Hospital for Women Foundation and Marketsoft learned valuable lessons:

1. Goal-Centric Approach: Focused on the golden record, they engaged in every phase of the project, ensuring that their CRM became a treasure trove of donor insights.

2. Precise Communication: Clear, precise, and goal-oriented communication played a pivotal role in the project’s success, building trust and fostering data brilliance.

3. Embrace Data-Centric Innovation: By embracing innovation in data management, the Foundation transformed their CRM into a beacon of donor insights, illuminating the path to sustained support.

Armed with invaluable insights

This narrative showcases how, through the power of partnership, dedication, and a shared commitment to women’s healthcare and philanthropy, The Royal Hospital for Women Foundation and Marketsoft unveiled the golden record within a transformed CRM.

Armed with invaluable insights, they are now better equipped to advance their mission of improving the lifelong well-being of women and newborns with a CRM that shines as a beacon of data brilliance. Together, they have not only revealed the golden record but have also illuminated the path to a brighter future for women’s healthcare.