Our client is a huge finance and fundraising service provider that focuses on SaaS and software based membership management solutions. They specialize in providing solutions to non-profit organizations, government organizations, and healthcare organizations. With these solutions our client helps these organizations in simplifying and streamlining their accounting, managing their donors (and grants funds), and also taking care of their large scale fundraising processes. The client was using NetSuite as their original CRM platform since they were more interested in NetSuite’s resource management capabilities. However as their operation grew in global dimensions, their existing CRM platform seemed inadequate. They needed a new customer relationship and sales management platform, but wanted to retain their existing NetSuite account for resource management. The client approached Algoworks with their problem and based on their dual requirement of both ERP and CRM we suggested using an integrated solution of NetSuite and Salesforce. They already had experience using NetSuite so the solution fit their needs.