One thing that has become clear over the years and has almost become a mandatory element of any new setup, is the need to ensure that information and data can be easily, quickly and efficiently linked with multiple systems and applications. So, our CGHub may need to talk to the Client’s accounts system, their marketing and supporter admin CRM, bulk email broadcast applications, statistical and reporting systems or a hundred and one other systems and services. The list grows and changes year on year.
One Client that needed more integration than most was The Children’s Trust (TCT).
TCT were recommended to us by their web design agency, Fat Beehive. A major pre-condition imposed on any supplier was the ability to integrate in real time with their CRM: ThankQ. At the time we had no experience or expertise whatsoever in doing that, but to be fair neither had TCT. So, between us we embarked on a mutual journey of exploration.
With the help of representatives from the Access Group (ThankQ product owners) a task force was put together to prepare a plan of action. A key requirement was that all integrations must be in real time using API calls. We worked very closely with the team from TCT which included representatives from marketing, fundraising, events, e-commerce and finance – all of whom had their own set of requirements and, sometimes, conflicting needs and priorities. But, the team worked well together and the project moved forward using test versions to iron out all issues and problems.
Now, all transactions made on the TCT website are fed in real time directly into the TCT ThankQ CRM. The benefits of such an approach are immediate and obvious.
This case study is not unique to TCT, the purpose is to demonstrate our capabilities in adapting and developing new ways and methods of working in partnership with our Clients. Indeed, since TCT we have successfully implemented real time integrations with other CRMs, including Salesforce, ALMS, Donor Perfect and Donorfy. We believe that integrations of this sort will become even more important and key in the future and remain committed to keeping abreast of changes and advances.