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Client Success Story
How a membership-driven advocacy organization streamlined operations with a complete fundraising platform and CRM.
Research!America is a nonprofit alliance that advocates for science, discovery, and innovation to achieve better health for all. By bringing together member organizations from various medical, health and scientific fields, the organization’s goals are:
In 2018, Research!America sought a CRM solution that could address their diverse needs. Before adopting CharityEngine, the organization managed fundraising, email, and advocacy engagement across three platforms.
Research!America faced several challenges with its previous system. Generating reports was a cumbersome and manual process, often consuming hours of staff time.
Managing memberships was also time-consuming, particularly given the organization’s diverse membership base and varying membership levels, which added to the complexity of maintaining and engaging members effectively.
Finally, as an advocacy organization, they required a CRM with built-in advocacy tools, which their old system failed to provide. This gap limited their capacity to engage effectively and advocate for their causes.
Research!America chose CharityEngine as a comprehensive platform that effectively met its key needs. For example, the advanced membership functionality allowed the organization to efficiently manage various membership tiers, automate renewals, and ensure consistent communication, strengthening member engagement and minimizing the risk of overlooking any member.
Along with enhancing membership management, CharityEngine transformed reporting for Research!America.
They now benefit from nearly 200 customizable reports at their fingertips. These reports cover a range of needs, including events, revenue, advocacy, email engagement, and quality control. Creating detailed, tailored reports has been a game-changer for the organization, enabling more informed decision-making and strategic planning.
If you have members, you know there's a lot you have to do to manage them. A nonprofit CRM can automate nearly every aspect of membership management, doing the work for you.
