Raising Health goes live on Harlequin

To support its continued growth, Raising Health, the charity of Leicestershire Partnership NHS Trust, has implemented Harlequin Software for CRM and Charitable Accounting.

Charitable Funds Manager, Lindsay Woodward explains the business drivers for investing in new CRM and Charitable Accounting software: “As the first Fundraising Manager for Leicestershire Partnership Trust I knew it was important to make sure we were set up right from the beginning to manage new supporter relationships, donations and charitable funds commitments. We were looking for a more advanced accounting system than the one we had, as well as a fundraising CRM, and it was important that the two systems were integrated.”

When selecting a new provider, Lindsay describes why Harlequin stood out: “I researched a wide range of suppliers of all sizes. We chose Harlequin because of the functionality available; the integration between systems was exactly what we needed. The CRM functionality is comparable to the other main charity software brands but at a more realistic price for an expanding charity like ours.”

On a day to day level, the team are already seeing the benefits of Harlequin: “Our finance team love that the reports they need already exist within the system; they can now email statements to fund holders at the touch of a button and complete gift aid returns online.

“Although full training is given, the software is intuitive to use. Harlequin have been extremely easy to work with from day one and are only a phone call away for ongoing support.”

Looking ahead, Lindsay says: “As our charity enters its next phase, we have the software behind us to ensure we maximise every opportunity to generate support for our cause and to ultimately improve the care we deliver to our patients.”

In its use of Harlequin Software, the charity joins over 50 other NHS charities including Addenbrooke’s Charitable Trust, Alder Hey Children’s Charity, Oxford Radcliffe Hospitals Charitable Funds, Sheffield Hospitals Charity and Southampton Hospital Charity.

Posted on August 2, 2016 by Tom Ellis