Econa moved its core systems to the cloud and consolidated member data, marketing, orders, and case management around its CRM platform to support 33,000 members and continued digital development.
Customer profile
Econa er en landsdekkende fagforening og et faglig fellesskap for personer med økonomisk-administrativ utdanning, med tilbud innen blant annet juridisk støtte, karriere og faglig utvikling.
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The delivery
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Sources about the customer
Outdated systems met new member needs
Econa had 33,000 members and systems that were becoming outdated. The organization wanted to modernize more than just individual solutions: technology, processes, culture, and expertise needed to be developed in tandem.
ProsessPilotene was selected as the partner for the CRM component of the transformation. The goal was to establish a foundation that could be connected to new solutions and ways of working over time.
CRM as a hub for member data
The CRM system was moved to the cloud and made the core of Econa's system landscape. A new marketing platform provides better opportunities to use member data to share relevant information about offers and benefits.
Econa has also implemented an order module for processing membership fees and a new case management system. The work of moving the core systems to the cloud was completed in just over a year.
Organization-wide buy-in
Digital projects were moved into the business areas, enabling the employees who understand the needs to lead the changes. This fostered ownership and made it possible to maintain a rapid pace of development.
For Econa, the digital backbone is a foundation for gaining deeper member insights, providing relevant services and building a more scalable organization. “Member data is one of our most important assets, and CRM is at the core of it—a hub in the system landscape,” says Arild Fagerland of Econa.
