Lizzy Steward, Philanthropy Manager at Essex Wildlife Trust, says adopting the latest technology has made a huge difference.
“Without a doubt, the key tool is First Class. When it comes to correspondence, contacts, and income tracking, it is invaluable. I honestly wouldn’t know where I was without it – it keeps everything organised and ensures we stay on top of all our cases.
“In terms of persuading budget holders, we demonstrated the advantages of First Class compared with standard CRM systems – and the difference was clear. While it is a significant annual cost, it makes our work so much easier and more efficient that the investment is well worth it.
“We’re fortunate to have the trust and support of our CEO and Commercial Director. My colleague Becky and I have the freedom to run the legacy team independently, with only occasional catchups to update them on major developments or challenges. It’s a relationship that works really well for us and gives us the space to manage things effectively.”
