CASE STUDIES

How Communities Rebuild Met Their Specialized Case Management & Reporting Needs Under Budget

When I started my search for a CRM system for our small non-profit organization, my biggest concern was being able to transfer my thoughts from inside of my head into a CRM system that would be able to serve our clients, partners and donors. Right from the beginning, Sumac listened, and was able to make the vision I had come to life.

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From 3 Applications to 1: How a Hospice Streamlined Their Operations Using Sumac

Switching from three applications to one significantly streamlined operations, reduced paper use, and made stats easier to gather… Before Sumac, we were operating in silos.” – Stephanie Stones, IT Manager at Hospice of Windsor and Essex County

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How an Orchestra Perfected Their Fundraising With the Help of Sumac

“As a mid-sized charity, Sumac is the perfect CRM that covers all of our organization’s needs. It allows for us to track activities for our many donors across the country and pull lists for our various communications initiatives, all while being extremely easy to use. There is a reason we have used Sumac for over 10 years; it’s that good.” – Dan McKinnon, Manager of Marketing and Communications at National Youth Orchestra

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From Microsoft Access to Sumac: A TechSoup CRM Case Study

When we used Access, Volunteer Works and Excel spreadsheets, it would take staff nearly a month to produce one report because manually cross-referencing spreadsheets and checking through records is very time-consuming. Now that we have Sumac as our CRM, it takes one hour to generate a report.” – Dianne McLeod, Program Coordinator at Cambridge Self Help Food Bank

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Nonprofit Receives Award for Excellence in Fundraising, Credits Sumac With Helping

When we got Sumac, we finally had the tools we needed to focus more on fundraising… In less than 4 years, the Fellowship donations program has grown 240%, cumulatively raising $190,000!” – Natasha Bood, Executive Director

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From Excel to Sumac: A Montessori School Transforms How It Operates

Before switching to Sumac, we were using Excel spreadsheets for all our operations, which meant everything was done manually, took a lot of time, and common operations like searching and performing a mail merge were nearly impossible.” – Emily May, Office Manager at Northern Neck Montessori School

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Loop Gallery’s Experience With Sumac

We switched to Sumac so we could have a single place to store and update all data, so we could easily print labels and segment contacts for more targeted mailings, and eventually e-blasts too.” – Stephanie Anne D’Amico, Administrative Director at Loop Gallery

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