Background
Venture Taranaki Trust is the region's Council-owned development agency, working with local councils and central government. It needed reliable client management, reporting, and audit information across multiple stakeholder groups.
Business need
The existing CRM was separate from Outlook, difficult to use remotely, and limited in reporting. Manual Excel cleanup slowed stakeholder reporting, interactions were missed, and advisors could not record activity in real time.
Venture Taranaki needed a CRM to support three core business requirements:
- Provide staff with a shared place to manage contacts, client information, and client histories.
- Produce data on client interactions and activity by district for stakeholder reporting.
- Provide verifiable interaction records for external audits.
The solution
Venture Taranaki selected Dynamics CRM for its price, flexibility, and compatibility, and chose OA Systems for practical delivery and clear pricing.
OA Systems added Project, Startup Clinic, and Mentor Matching modules, plus an external portal data import so funding information appears against client records.
Key results
- Higher recorded client interaction rate.
- Client activity can be tracked from Outlook, from anywhere.
- More accurate reporting produced in less time.
- Historic CRM data preserved during migration.
- Project, Startup Clinic, and Mentor Matching processes supported in CRM.
- External portal data connected into CRM against client records.
"That was the point we knew it was not just a CRM; it was Our CRM."Jennifer Patterson, Senior Business Advisor and CRM Project Lead