CRM for Charities

Charities and Associations vary in size and structure enormously and with different goals and requirements. One factor remains constant - the need to increase revenues from your supporter or membership base whilst driving down costs and being more efficient. With Microsoft CRM for Charities and Associations from Pythagoras, this could be easier than you think.

CRM for Charities and Associations helps you manage details of donors, supporters, members and contacts. It can also help cater for grant holders and the projects that they may have undertaken. It can also handle campaigns of any size and complexity.  All this and more from using Microsoft CRM from within Outlook.

Microsoft CRM for Charities and Associations from Pythagoras can help you maximise revenue opportunities through your brand, customer loyalty, affinity products and services through its multi-channel Customer Information Management approach.

The benefits of keeping an up-to-date CRM database for your charity or association helps you to increase donations, make key workers more efficient and will help you to build your Charity or Association brand by marketing more effectively. With Microsoft CRM for Charities and Associations, you can keep a full and complete database of all contacts - Donors, Members, Recipients, Workers and Volunteers helping you to manage and interact with all your audiences more effectively.

Microsoft CRM for Charities and Associations - Key Features and Benefits

  • Works the way you do by working from within Outlool
  • Full membership and fundraising features
  • Enjoy speed of execution & simplicity of use
  • Complete integration with Microsoft technology and Office
  • Reduce production cost and lead times of marketing campaigns
  • Time-consuming administrative tasks can be reduced by using advanced processes/workflow automation
  • Quick turnaround on campaigns (i.e implement emergency appeals)
  • Deliver focused, personalised campaigns to make supporters/members feel like a select group
  • Full Profiling and segmentation of the data
  • Full data security and user rights
  • Automate reminders for subscriptions and memberships
  • Plus all the features found in Microsoft CRM
  • Self-service features and links to your website
  • Closed loop email marketing add on with "privacy protection" for newsletters, product offers etc. Can also Text messages
  • Integrate to existing data sources such as back office, finance or legacy systems
  • Multi-Company, Multi-Currency and multi-lingual, multi relationship
  • Powerful security facilities limit access to data and functionality on a 'need to know' basis for your charity or association
  • Report with Ease. Turn CRM data into actionable insight with wizard-based tools that enable end users to create sophisticated reports without the assistance of the IT department
     

Anyone operating within the Charities or Associations industry who is looking to engage a partner in the deployment of a CRM solution will want to know that their potential partner has the right experience. Pythagoras has a long list of customers in the Charity and Associations area that can bare testimony to the results achieved on such projects.

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.