How a CRM System Improved Relationship Management for a Nutrition-Focused EA Organization
"Having the right CRM has been quite useful and has reduced lost of coordination and follow ups. It also helps in planning for current and upcoming tasks without missing anything." - Fortify Health
Fortify Health is an EA-aligned organization in the health and nutrition space. Its goal is to tackle anemia and neural tube defects in India. To do this, they support local millers and state governments in introducing atta (wheat flour) that is fortified with three essential micronutrients, namely iron, folic acid, and vitamin B2.
Difficult to manage various mill relationships
Information getting lost
Integrated automation for tracking phases
More organized and efficient communication
Improved relationship management
Fortify Health struggled to manage its various relationships with local mills, and the different phases each were in as they grew. An outdated system of spreadsheets made updates and communication inefficient and information was getting lost in the process. The organization needed a streamlined workflow process and platform for managing their mill relationships, while also providing flexible task management.
How did we succeed?
Anti Entropy presented the Fortify Health team with a variety of software platforms that met their current and future needs. After a little training and automation setup, the Fortify Health team had a project management and CRM tool that improved communication, optimized workflow, and organized all mill relationships seamlessly moving them into the various stages of their pipeline as needed. The organization's key Information is now easily accessed in a secure environment, and email communications can be done within the same platform thanks to various integrations.