Tshikululu Social Investments is consolidating its corporate image as South Africa's leading social investment management company with specialised and leading-edge systems integration using Accpac CRM 6.2, from Softline Accpac, which Accpac business partner Micros Specialised Solutions is set to implement.
Explains Greg Arthur, Executive: Grants and Programme Services, Tshikululu: “As South Africa's premier social investment manager, Tshikululu handles thousands of unique funding appeals for grantmaking across the education, health and social development sectors every year.
“With almost half a billion rand of corporate social investment grantmaking funds under current management, tip-top systems are needed to best complement quality delivery in other areas of our work. This is even more critical because we work intensively with the strategic needs of our clients and the outcomes of this work affect the lives of literally thousands of people across South Africa.”
Mich Martins, Manager: ERP Business Development and Strategic Sales, Micros Specialised Solutions, explains they will be using Accpac CRM as a central repository to register and track all requests for funding, to house all correspondence relating to an application for funding, record all grants approved, requisition the payments, record the reports from the funded organisations and the indicators for monitoring and evaluation, and to generate transactions for Accpac Financials.
Each fund managed by Tshikululu is now set up as an Accpac company into which Sage CRM will post transactions, thus eliminating the need to double-capture entries. The standard CRM workflow functionality for process flows and procedures as well as the standard notifications and escalations for grant approvals and follow-ups will also be used.
“The main benefit to Tshikululu will be the use of a new highly customisable system which uses a latest generation SQL relational database (namely MS SQL 2005) which will offer data integrity and security. Existing standard integration between Accpac ERP and Accpac CRM modules, without the need for developing any integration points, will be an enormous benefit. With Accpac CRM being a highly-customisable system, we believe that we can rapidly implement a good product fit into this very unique environment, with the ability to add on more complex functionality at a later stage. With the creation of workflows and the electronic sign-off (grant approval) via workflow actions, Tshikululu will drastically reduce the volume of paper that is currently handled. When the Web self-service is implemented this will enable the benefit organisations to apply online and track the progress of their own appeals.”
Keith Fenner, Director: Strategic Sales, Softline Accpac, concludes that in a time when maintaining good relationships is more important than ever, having the 360-degree view which Accpac CRM 6.2 provides is the only way to improve and resolve customer-related issues professionally and efficiently. Accpac CRM will give Tshikululu a complete view of its clients, beneficiaries, and partners, equipping the organisation with the tools it needs to build lasting, more profitable relationships."
Share