Case Study: The Council on Foreign Relations streamlines memberships and events with Congruent Info-Tech’s Dynamics 365 CRM implementation

The Council on Foreign Relations streamlines events and member data with Congruent Info-Tech

The Council on Foreign Relations (CFR), a nonpartisan think tank and membership organization, faced challenges with its legacy IT system. The outdated application for managing member and non-member contacts was not integrated with other internal systems, leading to data duplication, departmental inefficiencies, and inaccurate data. Congruent Info-Tech was engaged to implement a solution using Microsoft Dynamics 365/CRM to address these issues.

Congruent Info-Tech implemented Dynamics 365 as an enterprise-level application, integrating it with various systems including NAV/Serenic, SilverPop, and a custom-built event management module. This solution streamlined the management of member profiles, automated donation campaigns, and organized events. The implementation by Congruent Info-Tech resulted in the elimination of data duplication, improved inter-departmental collaboration, and more efficient business processes for the customer.

The Council on Foreign Relations (cfr)