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Young Enterprise Trust deploys Microsoft Dynamics CRM

"Fujitsu really understood our business and that’s why they could design and deploy such an ideal CRM solution"

Terry Shubkin, Chief Executive, Young Enterprise Trust

The customer

The Young Enterprise Trust is a charitable organisation dedicated to growing a more prosperous New Zealand through enterprise. Founded in 1981, its purpose is to help the economic growth of New Zealand by providing a range of programmes and resources to schools. Its aim is to ensure that all students participate in experiential enterprise education – learning how to be an enterprising person – and financial literacy programmes. Young Enterprise works with schools all over the country and connects with close to 50,000 students each year.

The challenge

Young Enterprise Trust was saddled with an outdated legacy database that was severely lacking in functionality, making it difficult to manage communications with stakeholders. It needed a new approach that would be scalable, flexible and future-proof.

The solution

Working with Fujitsu, Young Enterprise deployed Microsoft Dynamics CRM, a customer relationship management suite comprising contact management, service management, sales management and marketing management capabilities.

The benefit

  • The new solution offers Young Enterprise a consolidated customer-centric view of its data, enabling users to differentiate between the diverse set of stakeholders and sort them into multiple categories
  • There is more structure and total visibility across the organisation - all support staff can access details of all stakeholders within the CRM system
  • New reporting abilities mean Young Enterprise can produce accurate data for board reports
  • Young Enterprise can track the status of schools and teachers and what they are involved in at any point in time, making communication more relevant and efficient

Download

Download the Young Enterprise Trust case study (451 KB/A4, 2 pages)