The project
Dorset Advocacy and Rocket CRM
Dorset Advocacy needed a tailored solution to manage complex, long-term advocacy cases and a dispersed volunteer network—without adding unnecessary complexity for frontline users. Rocket CRM delivered a clean, purpose-built system based on Microsoft Dynamics 365 that gave Dorset Advocacy a unified and user-friendly platform. The system was implemented with a strong focus on compliance, ease of use, and real-time reporting.
Why they selected Rocket CRM:
Dorset Advocacy was looking for a partner who understood the unique challenges of the charity and advocacy sectors. They found that Rocket CRM’s expertise in delivering Dynamics 365 solutions for small and mid-sized organizations, along with their clear communication and values-driven approach, made them a perfect fit. The team appreciated Rocket CRM’s focus on simplicity, accountability, and practical results.
Our client’s words:
The solution to the problem
The client’s problems
- Disconnected tracking of client cases across multiple systems
- Inconsistent volunteer scheduling and role allocation
- Manual processes for safeguarding and GDPR compliance
- Lengthy reporting processes for funders and trustees
- Limited visibility into live cases and progress updates
- Scattered communication records not linked to cases
Our Solution
- Unified platform for managing all client cases in one place
- Streamlined volunteer scheduling and assignment management
- Automated tools for safeguarding and GDPR compliance
- Instant reporting tools for funders and trustee oversight
- Real-time dashboards for case status and performance
- Integrated communication logs linked directly to each case
Rocket CRM worked closely with Dorset Advocacy to understand their operations and build a system that reflects their mission and day-to-day work. The results speak for themselves: