Challenge

HealthWell needed to implement a new CRM solution to aid in ongoing efforts to solicit and manage donations. They hoped to create a central, up-do-date repository for all donor contact information; automate critical work flow associated with marketing campaigns; and track and report donor and donation information in a single location.

Solution

Bluewolf’s blueprinting process, implementation and adoption services allowed HealthWell to move from contract to go-live in 4 months. Bluewolf's new process was implemented for tracking and reporting marketing campaigns and donations.

Results

HealthWell has seen key improvements, including:

• Time spent tracking and reporting information has significantly decreased, boosting team productivity by at least 50%
• Pre-built reports track critical information with ease, providing greater insight for HealthWell moving forward
• Up-to-date information is available in a single location, on-demand