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Case Studies

When I started my search for a CRM system for our small non-profit organization, my biggest concern was being able to transfer my thoughts from inside of my head into a CRM system that would be able to serve our clients, partners and donors. Right from the beginning, Sumac listened, and was able to make the vision I had come to life.

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Switching from three applications to one significantly streamlined operations, reduced paper use, and made stats easier to gather… Before Sumac, we were operating in silos.” – Stephanie Stones, IT Manager at Hospice of Windsor and Essex County

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“As a mid-sized charity, Sumac is the perfect CRM that covers all of our organization’s needs. It allows for us to track activities for our many donors across the country and pull lists for our various communications initiatives, all while being extremely easy to use. There is a reason we have used Sumac for over 10 years; it’s that good.” – Dan McKinnon, Manager of Marketing and Communications at National Youth Orchestra

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When we got Sumac, we finally had the tools we needed to focus more on fundraising… In less than 4 years, the Fellowship donations program has grown 240%, cumulatively raising $190,000!” – Natasha Bood, Executive Director

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Before switching to Sumac, we were using Excel spreadsheets for all our operations, which meant everything was done manually, took a lot of time, and common operations like searching and performing a mail merge were nearly impossible.” – Emily May, Office Manager at Northern Neck Montessori School

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We switched to Sumac so we could have a single place to store and update all data, so we could easily print labels and segment contacts for more targeted mailings, and eventually e-blasts too.” – Stephanie Anne D’Amico, Administrative Director at Loop Gallery

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The experience and expertise that the Sumac support team had was instrumental in helping our hospice customize our use of Sumac. Within a very short period of time, we went from using Sumac to enter our data, to having Sumac working for us to produce the outcomes we were looking for.” – Heidi Griffin, Executive Director

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