Case Study: Leeds Mind unifies supporter data and improves reporting with Torchbox and Beacon CRM

Leeds Mind unifies supporter data in 4 months with Torchbox

Leeds Mind, an independent mental health charity, faced the challenge of managing its supporter, fundraising, and training data across multiple fragmented systems and spreadsheets. This made it difficult to maintain a complete picture of supporter relationships and created inefficient, time-consuming processes. The charity identified Beacon CRM as the solution and engaged vendor Torchbox to support its implementation.

Torchbox implemented Beacon CRM by first running a discovery phase to understand Leeds Mind's processes and data. They configured the platform to create a single source of truth for all supporter data, streamlining day-to-day activities and improving reporting. The vendor took a hands-on approach, embedding knowledge throughout the project to ensure a smooth transition. As a result, Leeds Mind now has a unified view of engagement and a stronger foundation for managing supporter relationships.

Leeds Mind