The Virtuous Difference
- 75% less time spent on manual billing tasks
- Overall efficiency improvements made possible by automation
- Increased donor engagement from more personalized outreach
Top Challenges Boys & Girls Clubs of Ocoee Region Needed to Address:
- Navigating a donor management system that was not user-friendly and had complicated workflows
- Overcoming data misinterpretations caused by an outdated and inefficient CRM system
- Investing in a holistic CRM with advanced marketing and automation tools
Complex Legacy Technology Stifles Productivity and Growth
Boys & Girls Clubs of the Ocoee Region (BGCOR) previously relied on a donor management system that, while powerful, offered a poor user experience and complicated everyday tasks. Building a report, for example, required specialized knowledge of programming metrics, making data analysis difficult and time-consuming.
This complexity hindered the team’s access to actionable data insights for informed decision-making. Plus, the system’s ambiguous data fields led to frequent misinterpretations among staff, resulting in poor data hygiene.
“The system required fields that were enigmatic, so you didn’t know exactly what kind of information they were looking for. We had all of these different hands in the pot interpreting how they were going to do it, and that made it super hard to keep the data clean and consistent.”
—Eric Wilbanks, Director of Brand Development, Marketing, and Communications for Boys & Girls Clubs of the Ocoee Region
The platform’s lack of automation and marketing tools increased the team’s frustrations, resulting in inefficient processes and donor interactions being managed outside of the CRM. To enhance donor engagement and scale effectively, BGCOR urgently needed a user-friendly system with advanced data management, automation, and marketing capabilities.
A Responsive Nonprofit CRM and Automation That Led to Massive Efficiency Gains
Virtuous empowered BGCOR to unlock its fundraising potential, transforming previously complex tasks into smoother and often hands-free operations.
Reporting, which previously required programming expertise, can now be completed using simple, user-friendly drop-down menus within the platform. Additionally, with Virtuous’ responsive fundraising platform, seamless integrations, and automated CRM analytics, the team can easily analyze and act on data directly within the system.
The benefits of automation in Virtuous extend beyond reporting. Tasks like processing donor receipts, which once took hours, are now completed 75% faster, allowing the team to direct its energy on driving impact.
“Virtuous has definitely improved productivity. We had to get our IT guy to run all reports for us previously. Virtuous has saved us a ton of work in that literally anyone can run a report using just three fields.”
—Eric Wilbanks, Director of Brand Development, Marketing, and Communications for Boys & Girls Clubs of the Ocoee Region
Virtuous also offers smart tools to ensure data health, like duplicate matching, address validation, and standardized contact records, to eliminate data misinterpretations. As a result, BGCOR can now benefit from readable, accurate, and high-quality data to optimize campaign performance and nurture donor relationships.
High-Touch Personalization That Deepens Donor Relationships
In addition to optimizing internal processes and maintaining data integrity, Virtuous offers BGCOR a comprehensive, 360-degree view of its donors, including their giving history and all previous interactions. Team members can even add specific details to contact records, fostering better coordination and targeted outreach.
With built-in marketing automation tools, BGCOR can also leverage its robust donor data to execute personalized actions in just a few clicks, such as sending birthday cards or thank-you letters.
“My favorite automation is the birthday one. I get thank you emails back from people saying, ‘Thank you so much for remembering my birthday.’ That means a lot to people.”
—Eric Wilbanks, Director of Brand Development, Marketing, and Communications for Boys & Girls Clubs of the Ocoee Region
To take this a step further, the team has even implemented gamification around donor-giving levels. When a donor reaches a new giving tier, the team now acknowledges their milestone with a customized message, celebrating their contributions and encouraging ongoing support.
“Virtuous allowed us to communicate the right message at the right time to the right people in a way that we couldn’t with our other system. Everything had to really be done outside because it wasn’t actionable. Virtuous has completely overhauled that for us.”
—Eric Wilbanks, Director of Brand Development, Marketing, and Communications for Boys & Girls Clubs of the Ocoee Region
