SharePortals Case Study
CRM on Microsoft 365 for Arrhythmia Alliance
Implementing a Microsoft 365-hosted Contact Management Solution for the Arrhythmia Alliance NFP.
Study Overview
Organisation:
Arrhythmia Alliance
Sector:
Charity / Not-for-profit
Size:
50+ staff, 10 CRM users
Location:
United Kingdom
The Challenge
Arrhythmia Alliance relied on spreadsheets and disconnected tools to manage donors, events and volunteers. Data was duplicated and hard to keep accurate. Reporting for compliance was slow, and staff wasted time searching for information spread across email and files.
The Solution
SharePortals implemented a CRM built directly into Microsoft 365. The system brought donor and volunteer records together in one secure place. It worked seamlessly with Outlook and Teams, so staff could manage communication and files without leaving the tools they already use.
The Impact
Security: Donor records stored securely inside the arrhythmia Alliance's Microsoft 365 tenant.
Efficiency: Admin reduced by several hours per week through automated updates.
Consistency: One clear record of each donor, accessible across teams.
Adoption: Staff recognised the familiar Microsoft environment and quickly made it part of daily work.
