Focus on new Harlequin CRM Template module

Posted on December 10th, 2016 by Louise Eagle

New Harlequin CRM Template module enables users to self-modify flexible templates and build custom screens.

Are some people still using spreadsheets within your organisation despite having Harlequin CRM? If so, it could be time for you to investigate how the Harlequin CRM Template module could solve this problem.

The Template module enables you, the user, to create tailored screens with drop-down options, amounts, dates, time, financial movements, check boxes, notes and more. By entering all of your data in one place, you are improving data security, accuracy and tailored reporting abilities.

How have Harlequin clients used the Template module to date? 

The answer is in many different ways: for challenge events, legacies, service delivery and major donors, to name a few.

Mark Olivier, Systems and Information Manager at Addenbrookes Charitable Trust says: “The template tool is a blank canvas onto which you can capture any information. As a team we are always considering what processes can be replicated and automated on the CRM system. For example, we have a workflow for legacy management. This securely holds scanned documents, such as wills, against records and logs communications with solicitors and relevant parties.  We also use templates for our major givers; a summary profile is printed prior to meetings with donors.”

Following our Southern User Group meeting, Frankie Hockham, Head of Fundraising at Florence Nightingale Hospice Charity, was inspired by Mark Olivier’s talk where he described his Excel Amnesty campaign at Addenbroke’s Charitable Trust, with a view to all data being entered on Harlequin.

It is early days for Florence Nightingale Hospice Charity, although Frankie explains: “I realised how much easier the templates could make life for the fundraising team…We now use two templates, one to record legacy information and another our challenge event information. This means we will avoid duplication of information.”

Florence Nightingale Hospice Charity can now track potential legacy and challenge event income and activities exactly to their needs. They can ensure that each process is managed sensitively and professionally so that their donors and supporters feel valued and recognised.

Insights from our account management team

Kirsty Morgan, Harlequin account manager, is inspired to see the increased and varied use of the Template module.  She describes a customer that is using templates to help with service delivery. “The template functionality is being used to manage an employment service for its clients. The templates allow the charity to record data relating to all aspects of the clients’ engagement, from first registering for the service, through to finding employment and then completing their period of in-work support.

“The charity is organising data in a structured manner, enabling them to produce weekly and monthly management statistics. From these reports, they can identify trends, monitor and measure performance, and track the progress of the client ‘journey’.

“They are also able to produce ad-hoc, and often highly specific, reports to support the fundraising team in the preparation of bids to Trusts and Foundations and other funding bodies. Finally, they can promote their service by producing statistics which are used on their Facebook page, in the Annual Report and Accounts and in marketing materials.”

The use of templates has enabled this charity to combine its client caseload management function with the fundraising functionality of Harlequin in the same database.

Would you like to sample the Template module to fully centralise your information?

Harlequin CRM clients are entitled to one free Template to explore this new functionality. Templates can be easily self-customised to meet precise working needs. The Template module has been designed to help eliminate off-system data pools and stand-alone spreadsheets, ensuring your organisation has fully centralised information and processes.