About British Red Cross

The British Red Cross helps people in crisis, whoever and wherever they are. It is part of a global voluntary network, responding to conflicts, natural disasters and individual emergencies. It helps vulnerable people in the UK and abroad prepare for, withstand and recover from emergencies on their own.

Its Event First Aid service coordinates the first aid and paramedic support for events across the UK.

Centralised Database

This registered charity was looking for a simple and flexible CRM system to help coordinate the first aid and paramedic support it provides at events across the UK. Prior to working with SpotlerCRM, the British Red Cross was using a variety of resources from basic spreadsheets to more advanced databases. However, the organisation required something centralised in order to better manage their data and provide access for all its offices across the UK.

Matt Jessop, National Sales Manager for Event First Aid explains, “We offer first aid support, equipment, ambulances and paramedic support to over 6,000 events across the UK each year. We realised we needed a system that would be easy for everyone to understand but also flexible enough to cover the variety of events. SpotlerCRM allows us to do just this. We now have over 100 users across 50 offices who access the data on a daily basis, both from within the office and on their mobile devices when out in the field. This just wasn’t something that was available to us with our previous solution.”

Data Insights and Instant Reports

Matt continues, “The CRM system not only allows us to keep co-ordinated but we are also able to gain an advanced insight into the data we possess and we are able to create reports through the CRM in seconds, which is a huge step forward for us.”

As well as the flexibility and functionality of the system, an additional benefit for the Red Cross was the ability for SpotlerCRM to integrate with its existing invoicing software, Agresso. “Because we are able to seamlessly integrate the CRM with Agresso we can generate detailed invoices in an instant. SpotlerCRM allows us to remove the extra manual steps and only takes a minute to create the invoices with the data we need. For us, this is a huge benefit that has completely revolutionised our invoicing workflow.”

Matt concludes, “The team at SpotlerCRM has been great and has worked hard to meet our requirements as a customer. They have been extremely accommodating and are always happy to help us adapt the system when we have asked. I would certainly recommend them to other organisations of our size.”