Advantages Of Using Dynamics CRM For A Nonprofit Organization

Nonprofit organisations have complex operational structure. If you have worked for a nonprofit organization, there is a high possibility that you might have found yourself juggling between many spreadsheet to try keeping a track of current and potential donors. You also might have set up reminders on your calendar to get in touch with the people who had pledged monthly, bi monthly or yearly donations. 

It is needless to say that a nonprofit organization has to work like a well-oiled & well-tuned machine in order to sustain and keep working efficiently for its mission. Importance of ensuring an efficiently working organization becomes paramount especially due to the fact that resources available for such organization are very scarce. There are instances where silos between different departments of the organization develop owing to each department maintaining different data / information / records and lacking timely communication between them. On top of that, the execution of tasks are more labour intensive and time consuming, slowing down the organization’s operation.

These small issues result in bigger repercussions that hamper the otherwise smoothly operating organization. Such challenges can be overcome with the help of business systems that are designed keeping the needs of nonprofit organisations in mind. One of the most popular system for such organisations is Dynamics CRM from Microsoft.

Dynamics CRM has proven itself to be most successful system which is depended upon by numerous nonprofit organization globally. Some of the top benefits of Dynamics CRM for not-for-profit organisations include:

Donation / Pledge Management – Tracking incoming funds and pledges are made easier with Dynamics CRM. Once all the related information is fed in to the system, CRM automatically updates the charts and graphs enabling you to visualize how close are you to your fund raising goals. It is also helpful in zeroing in to the areas that need improvement. Furthermore, if the organization relies on its employees and volunteers to manually process donations & reach out to potential / repeat donors – a time consuming process, CRM can help save lot of time by automating these processes / tasks leaving the volunteers and employees with enough time to take care of other important tasks.

Facilitate Communication – Dynamics CRM enables you to share automated and personalized messages with the donors, providing them with a better experience. One such instance is sending personalized ‘thank you’ note or sending automated birthday wishes to the target audience. It can also be utilized to run campaigns targeting potential donors, communicating them the information regarding charities or opportunities where they can donate.

Membership Management – Maintain detailed information regarding each members, including donations and volunteer history, demographic, marketing history and campaigns they have participated in.

Volunteer Tracking – Maintain log of hours and activities completed by the volunteers. The availability schedule of volunteers can also be tracked easily with Dynamics CRM, which in turn helps you to create reports on the total hours volunteered and number of project completed.

Grant Management – Grant information including status of application and award history, is available in one place, streamlining the grant process.

Seamless Integration – The ability to integrate Dynamics CRM with other Microsoft product eliminates the need to switch from one application to other. For example, you can export required information straight from CRM to Excel. It also integrates with Outlook, which enables you to automatically generate and send emails to contacts in your database.

Custom Development – With Dynamics CRM as development platform, the unique requirements specific to your organization, which the standard solution is not able to meet, can also be met in no time with custom applications developed specifically to bridge that gap.

Information Sharing – The employees can have updated information about organization’s marketing strategies, upcoming events and special promotions through marketing & campaign features present in Dynamics CRM. The access can also be customized based on the users. Which means, you can define access / modification rights to the records based on the individuals and their roles.

Aforementioned are few of the many advantages that Dynamics CRM brings for nonprofit organisations, making it the best solution available in the market today. It is also one of the most affordable solution for such organisations. To learn more on how Dynamics CRM can be utilized to meet your specific business requirements, contact Congruent.

Tags: Dynamics CRM, Dynamics CRM 2013, Dynamics CRM 2016
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