Reflections is wanting to implement an integrated CRM and marketing communications platform to replace the existing piecemeal approach that utilises Excel spreadsheets, a limited capacity HTML email service, standard email and social media. Having a searchable CRM database that is integrated with a marketing communications platform will enable our fundraising team to more effectively and ...
Reflections Through Reality
Marketing & Fundraising Platform Upgrade

GOAL
$9,216
Field of Interest
- Education/training and employment
- Health/wellbeing and medical research
Target Population
- General population
- People with a disability, illness or disease

Reflections is a not-for-profit reducing the impact of asbestos and bringing hope to people affected, By:
- Increasing awareness of the ongoing risk of asbestos in our community
- Promoting education and training
- Supporting people affected by asbestos-related diseases through care, advocacy and connection.
Our team have lived experience of mesothelioma.
In its simplest form, an organisation's vision articulates what its ideal world looks like in relation to what it does. For Reflections, it is that everyone knows and understands the risk of asbestos so it is no longer an unknown risk resulting in "lives untouched by asbestos".
Project Summary
Reflections is wanting to implement an integrated CRM and marketing communications platform to replace the existing piecemeal approach that utilises Excel spreadsheets, a limited capacity HTML email service, standard email and social media.
Having a searchable CRM database that is integrated with a marketing communications platform will enable our fundraising team to more effectively and efficiently interact with prospective, one-off and regular donors, as well as corporate sponsors. The team will be able to track and manage the donor journey and improve the likelihood of donations, a necessity in the competitive environment that charities currently operate in.
The platform will also enable targeted and more effective communications with members of Reflections’ mesothelioma support network, as well as their carers. Our WA group currently comprises 12 members undergoing varying combinations of chemotherapy and immunotherapy, while the south Australian group comprises 10 members. Through having the means to record each member’s specific mesothelioma treatment journey, we will be able to customise the support information we are able to provide.
Overall, having an integrated platform will make our fundraising team and meso support network coordinator more time efficient and provide the organisation with the foundation to scale the operation over time. We are currently a very small team of four part time staff, plus volunteers and productivity enhancing tools such as the proposed marketing communications platform will be a significant asset.
Project Outcomes
The expected outcome is that the new integrated CRM and Marketing Communications platform will enable our fundraising team to more effectively manage the donor journey from prospect, to one-off donor through to regular giver and will bequest contributor. The functionality of this platform will provide our team with the visibility of when and how donors and stakeholders are engaging with Reflections, to gauge which social media campaigns are having the best engagement and when people donate, to correlate the donation with the specific fund raising campaign. The platform will also enable the recording of a broader range of donor data in a searchable AI enabled database that will facilitate the enhancing of relationships.
In regard to the meso support groups, the new platform will provide the WA and SA Network Coordinators to easily gauge the types of information group members are interested in and correlate this with the type and stage of treatment journeys.
Budget Breakdown
TOTAL BUDGET: $15,000
FUNDING
Funding source | Amount |
---|---|
Reflections reserves (confirmed) | $5,784 |
Funding gap (unconfirmed) | $9,216 |
EXPENSES
Expense item | Amount |
---|---|
Hubspot Pro | $9,216 |
Implementation support | $3,456 |
Project management | $2,328 |
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