Morph PR and Marketing is a UK-based firm specialising in digital marketing services. They offer tailored solutions, such as marketing strategies, web design, graphic design, and branding, to deliver impact and make a difference for their mission-driven clients. Together, their team brings creative ideas to life that deliver results and create products that perform.
Morph partnered with CiviPlus to implement CRMs for several UK Maths Hubs, resulting in streamlined operations and significant time savings.
Morph had long worked with various Maths Hubs on their websites but not on the data management side of the organisations. Maths Hubs are organisations born of a UK government education initiative established ten years ago. Over the last decade, as the project evolved, the Maths Hubs outgrew their existing data management systems, initially relying on different spreadsheets, websites, Eventbrite, and Mailchimp combinations. Data management within the Maths Hubs had become complicated and time-consuming as the projects evolved and were vulnerable to human error.
Initially, the Maths Hubs were still determining their longevity, so they weren't considering investing in this area and were resigned to continuing these disjointed systems. However, with the scheme now appearing to be established for the long term, they aimed to shift towards more strategic planning and away from fragmented, inefficient and time-consuming systems. They needed a sustainable, integrated solution to manage their growing data and marketing communication needs.
Morph was working with the Buckinghamshire, Berkshire & Oxfordshire Maths Hub (BBO) and wanted to help create a new efficient data management system for their website. They needed to integrate a CRM with the website to design an ideal system suited to their needs and growing data management requirements. Morph were familiar with the capabilities of CiviCRM, having worked with it previously, and had recognised its potential for the project. They were hesitant, however, due to the extensive maintenance and frequent updates required. This complexity had previously held them back from offering it to other clients despite acknowledging its robust solution for client relationship management.
Fortunately, they came across CiviPlus and saw the opportunity to leverage a professionally managed version of CiviCRM that could serve all of their needs without the burdensome maintenance. CiviPlus provided a team experienced in and specialising in CiviCRM, ensuring Morph could offer a robust CRM solution without the maintenance legwork.
With CiviPlus chosen, Morph worked to set up an initial CRM template tailored to the specific needs of this first Maths Hub with a view to being able to replicate it for other Maths Hubs in the future. The CRM included unique identifiers for data points such as schools and teachers, which all Hubs will require. Morph created a master spreadsheet covering all necessary fields after consulting both internally and with the CiviPlus team. They addressed initial inconsistencies, such as varying role descriptions, by standardising them through dropdown menus instead of free text.
Morph set up CiviCRM to enable easy communication with different groups, allowing the Hubs to target emails at specific segments such as non-engaged schools or teachers. The ability to track and communicate with various work groups from one centralised location would streamline their operations and save substantial time.
While this first implementation required minimal input and training from the CiviPlus team, Morph saw the real benefits when it came time to repeat this process for their next Maths Hub. "The second time, it was so smooth, we hardly had to ask CiviPlus anything", says Jamie O'Reilly, Director of Morph. They had quickly become familiar with the systems and were supported by comprehensive data migration guides, and the occasional trickier configuration issue was resolved promptly by the CiviPlus support team. This has led to positive and efficient setup experiences that have been easy to repeat, with ever greater confidence to handle more complex client-specific needs.
The partnership between CiviPlus and Morph has resulted in significant benefits for both them and their clients. For the Maths Hubs, previously time-consuming reports could now be generated quickly and efficiently, meeting government body reporting requirements with ease. The integration of individual records into a single system eliminated the fragmentation of data across different platforms. Smart groups automatically updated mailing lists, removing the need for manual additions and removals. The feedback from clients has been overwhelmingly positive for Morph.
"'It's perfect'—That's the response I get every time I present to them what it can do. The Maths Hubs teams have particularly appreciated the ability to see all data in one place, with detailed histories for teachers, schools, and workgroups. This positive feedback is welcome as we always want to delight our customers and appreciate the value we bring to our clients so that they thrive.” says Director of Morph, Jamie O’Reilly.
The success of this partnership has enabled Morph to offer a consistent and repeatable solution to all the other Maths Hubs, and to date, they have five other Maths Hubs actively engaged with CiviPlus sites. This has led to more efficient marketing and services for Morph, creating a more manageable and consistent client base. The familiarity with Maths Hubs and knowledge of databases has positioned Morph ideally to take advantage of CiviPlus to its maximum potential and provide tremendous value for its clients.
Morph is now excitedly looking to the future and exploring how it can expand this successful model to similar organisations, potentially creating multiple versions of this successful setup.
“This expansion plan is a testament to our confidence in our solution and our commitment to providing support and excellent value to a wider audience.“
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