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Australian Scholarships Foundation Automates Application Processing, Resulting in 300% Increase in Scholarships Offered

Posted by Marion Tourrette on Mon, Jan 16, 2012

Australian SugarCRM Platinum Partner Loaded Technologies Customizes Sugar Professional for Organization Dedicated to Educating Australian not-for-profit Boards and Managers.

sugarcrm partner of the month award

SugarCRM, the world’s fastest-growing customer relationship management (CRM) company, announced that the Australian Scholarships Foundation (ASF) has increased the volume of scholarships it offers by 300 percent with no increase in staff, thanks to a customized CRM solution implemented by SugarCRM Partner-of-the-Month Loaded Technologies.

The solution dramatically improves operational performance, allowing ASF to boost its application processing capabilities by a whopping 1,000 percent. In addition, Moodle, an open source learning management system, and Joomla, an open source content management system, seamlessly integrate with SugarCRM to improve scholarship application tracking.

SugarCRM absolutely supports our 300% increase in scholarships offered,” notes Amy Lyden, CEO for ASF. “We simply would not be able to deliver these results cost effectively without the automated solution we’ve implemented.”

The ASF negotiates with accredited education and training providers to provide free or discounted executive management, mentoring, and training programs to not-for-profit (NFP) boards and managers. The foundation began operations in 2008 and, as the demand for its service grew, ASF needed a system that could automate scholarship application processes, manage the sales pipeline, and support cost effective marketing and segmentation.

To achieve its objectives, Lyden consulted Mark Tallis, Director of Consulting for Loaded Technologies, an Australian SugarCRM Gold Partner. “When we started talking with ASF, we saw their problems in two areas,” explains Tallis. “One was managing the sales pipeline, and Sugar was ideal for that. The second was managing the application process—taking applications online, evaluating and short-listing them, awarding the scholarships, and so forth.”

The first phase of the Sugar solution focused on the sales pipeline. “There were a lot of contacts and relationships on both sides of the scholarship equation that needed to be managed,” says Tallis. Lyden elaborates, “Prior to Sugar, we collected data in a Word document, which we had to print out. There was no standard assessment system. And there was a lot of manual sorting.”

Although highly customized and integrated with applications like Joomla and Moodle, ASF’s Sugar solution enables volunteer and part-time staff to get up to speed quickly. With Sugar, ASF has been able to:

  • Increase application processing capability 1000 percent
  • Achieve a 300 percent increase in scholarships offered with no additional staff
  • Eliminate the expense of a third-party email marketing vendor
  • Streamline communication with applicants and educational partners

“The ASF solution shows how well Sugar connects with other open source technologies,” remarks Tony Hughes, Managing Director, SugarCRM Australia Pty Ltd. “And Sugar’s solid performance metrics and cost savings really support the foundation’s mission.”

Based on Loaded Technologies implementation of SugarCRM at ASF, the firm won Partner of the Month in January 2012. Each month the program recognizes a Sugar partner that has delivered significant measurable results to a customer.

For more information on the ASF success story with Loaded Technologies, please visit the SugarCRM case study

View the full press release 

Tags: SugarCRM, SugarCRM partner, CRM for Not for profit, CRM implementation