CRM, BEACON, DATA MIGRATION
Baytree Centre
"The Baytree Centre is a social inclusion charity for women and girls, based in the heart of Brixton, south London. An integral part of the community since 1991, they provide holistic support through personal development activities and workshops, mentoring, coaching, as well as English classes and integration support for newly arrived migrants and refugees."
Find out more about Baytree Centre here.
Beacon CRM Implementation project
How did we work together?
T{h}onix were engaged to work with Baytree Centre through our partnership with Beacon CRM
Nicola and Tracey started off with a full day workshop in the Baytree Centre in Brixton. Working with multiple teams at Baytree, they were able to really get to grips with what they do and how they work across their volunteering, fundraising, contact and case management. Baytree Centre had a series of systems and processes managing the various aspects of how they work to deliver into their community, and from this initial working day, subsequent virtual workshops and analysis of existing data collection and reporting methods, we were able to design how to best fulfil their needs in Beacon.
Having designed and implemented the data collection, reporting and new processes in Beacon we were excited to be able to spend another day in person with the team to train them on how to use their specific Beacon implementation. Whilst the team then had chance to test and learn the system we worked through their various data sources to migrate this into the new data structure in Beacon. The team now have a robust platform for managing partners, fundraising and volunteering.
A couple of quotes from the team
"I really liked the day where we worked together to fully understand our processes"
"I really enjoyed the full day training on site"
Interested to find out more?
Want to find out more about how T{h}onix might be able to help you?
Get in touch with us to chat about your needs
"In the aftermath of COVID-19, the Baytree Centre embarked on a journey to revolutionize our operations. Recognizing the critical need to move towards digitalization, we set our sights on transforming how we dedicate our efforts, shifting from administrative tasks to focusing wholly on our core mission: empowering women, girls, and our volunteers. The quest led us to the need for a Customer Relationship Management (CRM) system. Until this moment, our work was ensnared in a labyrinth of spreadsheets, dispersed across many computers.Nicola and Tracey, were introduced to us by Beacon our CRM provider. From the get-go, their profound understanding of our mission, alongside their honesty, captivated us. Their work led us from chaos to organization. The transition to our new CRM wasn't just a change; it had been transformative and accompanied by great excitement and expectation among all our staff.”