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
This year we upgraded to Sumac from eTapestry. We are amazed at how fast and efficient Sumac is compared to a database that resides online. Our daily processing of communications and incoming donations has dramatically shifted from a full-time endeavor to a quick, easy and straightforward task. Furthermore, we love the simple design of Sumac and its visual functionality when managing queries and lists. Before Sumac, the majority of the staff stayed far away from our database because of its over-complicated interface. Sumac has proved to be extremely accessible to everyone working at Sky Works. We are all happy to be riding on the Sumac train!
METRAC switched to Sumac because of its ease of use, superior flexibility and security features. Beyond the software itself, the Sumac team helped us along the transition process – they were accommodating and supportive to us as a small, grassroots not-for-profit organization…
Sumac has proven to be a most useful tool for the Society. We are now able to effectively manage a growing database of membership and professional contacts, as well as donors. Prior to installing Sumac, regular contact with our membership was a challenge – now we are able to send correspondence on a regular basis and with ease. We appreciate the prompt and courteous support that Sumac continues to provide….
– Manager Outreach & Operations, Aspergers Society of Ontario
I love Sumac. It has allowed me to track all of our donor’s information super easily. I purchased it originally so that I could issue tax receipts to our donors, but have found it useful to track giving based on correspondence and fundraising events. We started small, but as we grow so does our need to gather information. Sumac is also great because I can manage my contact list for mailings through it. Any questions I have are answered quickly through tech support (either via e-mail or on the phone). Sumac also provides updates regularly, so that means they’re paying attention to their customers’ input…