Customer Effective Publishes New Microsoft CRM Customer Success Story for Project with the South Carolina Baptist Convention

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Customer Effective has published a new Customer Success Story on our website to highlight the successful project we had with the South Carolina Baptist Convention. Customer Effective partnered with the SC Baptist Convention to help them manage the growing list of people they serve after they realized that their legacy system could not keep up with all of the information they had coming in.


Associate Executive Director of the South Carolina Baptist Convention, Roger Orman says, "In addition to the churches we have 43 Baptist associations as partners and each of those associations is also autonomous. They voluntarily associate with us. Each of the 2,100 churches has a pastor. Then you have the ministers of music , the youth minister, ministry assistants and secretaries, maybe an outreach minister, a missions minister, a recreation minister, Sunday school teachers, the list goes on and on. In all there are over 60,000 individuals we service and it requires a state-of-the-art CRM system to keep it all humming smoothly."


Tap Haley of Customer Effective says, “In the past, the Convention would receive reports from its member organizations showing leadership changes and other statistics once a year. Now with Microsoft Dynamics CRM in place we are able to help the Baptist Convention keep this information well organized. However, the annual paper based update kept the information from being completely fresh. We addressed this in our second phase through the creation of a a web based “Pastor’s Portal” where member organizations log in and report weekly statistics about attendance, giving, and missions, and also update and add contact and position information. The Convention will receive all this information in real time rather than once a year and that will make their lives easier while adding value for the member organizations.”


Interested in learning more? Visit our website to: Download the Case Study

Post By: Hannah Mayer, Customer Effective

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