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Many charities collect large amounts of supporter data, but that doesn’t always translate into a complete understanding of the people behind it. In this conversation, Adam Sheehan, Jordan Woodward and Adam Wall discuss why organisations often struggle to see the full supporter journey and the challenges that arise when valuable interactions are spread across different systems and teams.

From fundraising and events to volunteering and marketing, the discussion explores how disconnected data can create blind spots, impact supporter experiences and make it harder to build meaningful relationships. The team also looks at the role of Microsoft Dynamics 365 in helping charities bring supporter information together to create a more connected, organisation-wide view of engagement.

Topics covered

  • Why charities often struggle to see the complete supporter journey
  • The challenges created by disconnected systems and data silos
  • What a true single supporter view means in practice
  • The gap between what supporters experience and what charities can see
  • How fragmented data impacts fundraising, engagement and communications
  • Why CRM adoption and consistent data capture are critical to success
  • How Microsoft Dynamics 365 helps create a more joined-up view of supporter relationships
  • The benefits of breaking down departmental silos
  • What great supporter experiences look like in practice
  • How a connected supporter journey can lead to stronger relationships and better outcomes for charities

Presented by

Adam Sheehan

CRM Consultancy Team Manager

Adam Wall

CRM Product Specialist

Jordan Woodward

Solutions Architect

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