Productle were delighted to support the women’s fund Mama Cash with the implementation of a new CRM system. After many years of using the same system, their goal was to renovate their contact and fundraising data using Raiser’s Edge (RE) to be futureproof. To support the transition to a new system, Mama Cash wanted to ensure they had the assistance of a consulting organisation with relevant Raiser’s Edge design, implementation, and data migration services. Productle has in its staff almost 20 consultants, all with charity sector experience, several of whom have Raiser’s Edge and implementation experience.

How many times have you or your colleagues scratched your heads, trying to remember how to do that thing you only do once in a blue moon? Or worse, how often have you seen different team members doing the same task in completely different ways? That's where process documentation comes in handy.

We've seen firsthand the hurdles that can pop up when it comes to CRM adoption. But here's the good news: we've also seen how the right approach can turn things around.

As a charity database manager or fundraising professional, having effective communication is the cornerstone of successful fundraising.  But have you ever considered whether your data selections are hindering your efforts? 

If you've ever found yourself navigating the complexities of Microsoft Dynamics or any system built on Dataverse, you know things can get complex very quickly. You might have wished for a simpler way to manage tasks without getting bogged down by the front-end limitations.