Case Study: Tshikululu Social Investments achieves a 360-degree view and streamlined grant management with Sage CRM

Tshikululu - Customer Case Study

Tshikululu Social Investments, one of South Africa’s leading social investment managers, oversees nearly half a billion Rand in grant funding and handles thousands of unique funding appeals across education, health and social development each year. To manage high volumes of applications, reporting and stakeholder relationships — while ensuring data integrity and avoiding duplicate data entry — Tshikululu needed a centralized, secure CRM with workflow and financial-system integration.

Sage CRM was implemented as a single repository to register and track funding requests, house correspondence, record approvals and reports, requisition payments and post transactions directly into Sage 300 ERP. The solution’s workflows, notifications and electronic approvals — supported by an MS SQL backend — reduced paper and manual re-entry, improved process efficiency and delivered a 360° view of clients, beneficiaries and partners for stronger relationship management and reporting.

Tshikululu Social Investments

Greg Arthur

Grants and Programme Services Executive