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Managing Donor Data For Nonprofits With Dynamics 365

Nonprofit organisations leverage CRM software such as Dynamics 365 to manage their relationships with constituents such as members, volunteers, and donors. The CRM system also helps them attract and retain members who are more than willing to offer a lending hand to support the nonprofit financially or through volunteer work. It is also helpful for employees of nonprofit organisations to get assistance with marketing, outreach, public relations, and fundraising. However, the most critical aspect where a CRM system assists nonprofits in managing donor data.

Microsoft Dynamics 365 offers a comprehensive relationship management system that assists nonprofits to achieve their short-and long-term strategic goals while cutting down on operational and related costs.

In addition to this, Microsoft Dynamics 365 helps nonprofit organisations access a 360-degree view of all their relationships, interactions, and campaigns across multiple channels and touchpoints. If this is not all, Microsoft Dynamics 365 can be leveraged to make a smooth transition from the traditional spreadsheets and a siloed perspective to an organised, strategic view to make real-time effective decisions.

Using Microsoft Dynamics 365, your nonprofit organisation can avail of the following advantages:

  • Easily view all donors planned or pledged for forecasting data

  • Visit a complete donation history of donors in a unified place

  • Generate a prospect pipeline of the major donors and ascertain where they stand in the pipeline

  • Clean redundant, old donor data

  • Evaluate the success of your marketing and awareness campaigns

  • Manage donation targets and programs to support events and outreach

  • Access an efficient way for the pledge information and/or donation to integrate with the Accounting team

  • Focus better on the fundraising activities

  • Create and maintain healthy relationships with different constituents

  • Processing member subscriptions, orders, and invoices

  • Set up self-service portals where donors can manage their profiles, access information and subscriptions, and make donations directly

  • Align your people, processes, and technology to seamlessly work together for the achievement of common objectives

  • Automate time-consuming activities to enhance the productivity of team members

Connect with us at C.I.G Consultants now to talk more about Dynamics CRM and the change it can bring.


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