Princes Trust Case Study

The Prince’s Trust Youth Business Scotland’s partnership with Gap Consulting delivers a flexible solution that streamlines CRM.

Five years ago Youth Business Scotland implemented a CRM solution using a Microsoft partner organisation. Unfortunately three months into the project the organisation was taken over and many of the key staff that Youth Business Scotland was working with left. Although efforts were made to ensure continuity and subsequent implementation with another partner organisation, Youth Business Scotland felt they had been left a little exposed.

Youth Business Scotland was now looking for a new support partner to adopt a practical approach in delivering the continual changes and development necessary to support and grow their CRM system.

Choosing Gap

Princes TrustGap Consulting was engaged to provide second line support to the Microsoft CRM system. With 50 users across 18 regional offices in Scotland, the in-house IT manager would handle most of the day-to-day support and some customisation work, while Gap Consulting would provide support for the bigger issues and review and develop the CRM system.

Gap worked closely with Youth Business Scotland to provide additional customisation to allow the CRM system to manage relationships across all stakeholders, including the migration of the fundraising element from a separate database. Gap developed particularly complex functionality to meet the needs of the private sector fundraising team. This enabled Youth Business Scotland to have an all-round view of the relationships with all their stakeholders, as well as bring efficiency gains for other administrative areas like managing events and marketing activities.

The Benefits

  • Improved visibility of activities and results
  • CRM available to all users
  • Streamlined fundraising efforts
  • Efficiency gains

Download the full Gap Consulting Prince's Trust case study PDF

    "Gap Consulting’s CRM knowledge and capability is A1. We’ve always been able to get the support and answers that we’ve sought."
    Martin Ferry, Head of Development, Youth Business Scotland