Customer stories - Givergy

Givergy - Creating an Integrated Global Event Management Tool

With offices in London, New York, San Francisco, Toronto, Calgary, Vancouver, Hong Kong and Sydney, Givergy’s ambition and purpose is to help charities raise as much money for their incredible causes as possible.

Givergy and Ceterna’s partnership created an integrated event management tool that managed their various customer, prospect and supplier relationships and interactions. Built on Salesforce’s accessible, future-proofed platform, we helped to create a smart system that handled every phase of the process.

More about the case study

Background

Founded in 2011, Givergy is an award-winning fundraising technology company which offers a range of cutting-edge platforms to help charities raise more at fundraising events and online. Givergy’s rapid global expansion since their inception required some important consolidation.

Challenge

Givergy were looking for a centralised solution that would help them smartly manage their accounts and contacts across borders. Operating in 5 global markets required a lot of currency handling and back-end management that wasn’t being handled very efficiently. What’s more, Givergy needed a better way to manage the events that were fundamental to their overall business proposition.

Solution

Ceterna designed an end-to-end, fully integrated system that not only generated and qualified interest in Givergy but also acted as a full-fledged event management tool. Sitting upon Salesforce’s Sales Cloud and Service Cloud, the platform was architected to manage events end-to-end from marketing, logistics, finance-handling and resourcing, all the way through to feedback, post-event handling and task management.

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The team at Ceterna never failed to understand our needs. They provided good consultancy advice which streamlined and improved our business process.

Roy Wong, Senior IT Manager, Prince Jewellery & Watch