ClearView CRM
6 Case Studies
A ClearView CRM Case Study
The National Public Policy Think Tank faced fragmented data across more than 200 separate databases, leading to duplicate records, inefficient mailing processes, slow donor acknowledgements and high postage costs. To solve this, the organization implemented ClearView CRM to consolidate its data and centralize operations.
ClearView CRM merged the 200+ databases into a single core database with built‑in duplicate checking, scheduled batch processing, auto‑update mailing history and advanced segmentation. As a result, thank-you letter turnaround dropped from about two weeks to three days, duplicate mailings were eliminated, and the think tank reported approximately $200,000 saved in postage in the first year. Additional ClearView CRM features—query-driven mailing lists, email export, user-defined fields and attributes—enabled faster, targeted communications and ongoing efficiency gains.
National Public Policy Think Tank