Microsoft CRM for Fundraising and Charities
Charities, Fundraising and Not for Profit organisations are always challenged with doing more with less. Microsoft CRM for Fundraising and Charities is a key technology enabler that allows organisations to reduce administration by empowering fundraisers and releasing them from time consuming administration. It will allow you’re organisation to focus its efforts and resources where they can have the biggest impact and gives your staff the ability to work more closely with donors and supporters, through creative campaigns and long term personalised relationships which will in turn raise the amount of donations your organisation will receive.
Microsoft CRM for Fundraising and Charities from Pythagoras offers a modern, comprehensive and user friendly solution that will help you transform the way you fundraise and manage all aspects of running a successful NFP, Charity or Fundraising organisation. This Fundraising and Charity solution is built around Microsoft Dynamics CRM which is the world’s most advanced CRM solution, the system sits within Microsoft Outlook and provides users with an easy to use and quick to adopt environment.
Microsoft CRM for Fundraisers and Charities provides the following benefits to your organisation;
Single View of Donors and Supporters
By consolidating your donor and supporter information in one place, Microsoft CRM for Fundraising and Charities improves donor insight and management, facilitates collaboration, streamlines business processes, reduces IT costs, and helps improve security in the following ways: No matter where people work in a charity it’s now possible for them to have a 360-degree view of all donors and supporters and access tools to effectively nurture different types of relationships.
Transform Fundraising
Microsoft CRM for Fundraising and Charities allows organisations to automate their entire fundraising management process from initial campaign definition and fund set up, to list management and contribution tracking. It provides full pledge management functionality with automated reminder processing and payment options. Report analysis and donor management make this a powerful system to automate your business with. The system can be setup to manage Gift Aid processing and has the flexibility to fit virtually any Fundraising or Charity requirements which will transform the way you fundraise.
Reliable and secure technology
The underlying architecture of Microsoft CRM for Fundraising and Charities works together with many of the existing applications that most organisations already possess. In addition to seamless integration with the Microsoft Office suite of products it also utilises Windows Server® Active Directory®, Microsoft SQL Server® and Microsoft Exchange Server, maximising your investment in existing Microsoft technologies.
Website and Portal Integration
Microsoft CRM for Fundraising and Charities has a portal integration accelerator which connects donors and supporters interactions from the CRM system to their web experience. Many donors and supporters and contacts will want to interact with you over the web or through a portal, and tracking this information back to the Fundraising and Charity database is key to getting a 360 degree view of your donors. With this added capability a Charity can expand their reach and reduce transaction costs across recruitment, service and marketing.
Advanced Fundraising Reporting and Analytics
Microsoft CRM for Fundraising and Charities has one of the most advanced reporting and analysis tools available that will help you to evaluate key performance indicators such as donor trends, retention rates and acquisition rates on any given segmentation of your database. The reporting and analysis tool within the system is the key to being able to identify and use indicators of value and efficiency to determine areas of improvement needed in your organisation. Having real time fundraising intelligence will save you time on collating reports and also give you instant feedback on a day by day basis.
Donor and Supporter Relationship Management
The basic building block of fundraising is knowing who your supporters are and when, where, and how they have interacted with your organisation. Microsoft CRM allows you to focus on radically improving the relationships that you have with your donors, supporters and stakeholders. The system will help you build stronger partnerships with your contacts - both individuals and organisations - and enable you to widen your reach and influence. Improving the relationship management you have with donors and supporters will help your charity in the following areas;
- Improving donation rates and supporter renewals
- Recruit more new supporters and donors Streamlining and automating renewal processes
- Creating a 360 degree view of each and every donor
- View relationship hierarchies and full contact history
- Segment and target donors and supporters based on types of past relationships
Full Marketing, Event and Campaign Management
Successful marketing to your donors and supporters is so important these days to help improve retention rates and gain new funds. Microsoft CRM for Fundraisers and Charities by Pythagoras uses all the advanced marketing features found in the world’s fastest growing CRM solution. It gives organisations the ability to manage the planning, execution, tracking and reporting requirements for all marketing campaigns and events.
Membership Management
Microsoft CRM for Fundraising and Charities has comprehensive membership management functionality to help you manage donor and supporters records. It will help with your donor and supporter retention as well as helping you to understanding individual member needs so you can choose and appropriate communication channel to help recruit new donors and supporters.
Please call us on 0845 850 1550 or email us at info@pythagoras.co.uk and our CRM specialist for Charities and Associations will speak with you about your requirements. We can also do an onsite demonstration for you. Use our Book a meeting icon to request a demonstration.