Charities are embracing CRM platforms to maximise their impact, better understand their supporters and direct more resources to the causes they support.
Microsoft Dynamics 365 is the perfect technology choice for the non-profit sector thanks to the highly discounted licence costs and the extensibility of the platform. Charities able to decommission multiple legacy systems that had previously been used for fundraising, events management and marketing, as Microsoft Dynamics 365 can comfortably provide this functionality from one single system.
Increase your network and grow your donations
Make it easier for supporters to donate
Provide your supporters with a self-service portal to manage donations and direct debits whenever suits them.
Manage fundraising events and campaigns
Track your events and campaigns from initiation to execution, including communications, funding and return on investment.
Increase awareness about potential supporters
Listen and engage with people across social channels to nurture relationships, and use intention analytics to automatically identify likely supporters.
Boost supporter retention with personalisation
Track donations against specific funds and effectively communicate the impact each gift has to your supporters.
“Since the beginning of our partnership, Pythagoras have always been positive, effective, delivering to schedule and quality.”
CRM Programme Delivery Manager
Age UK
Improve supporter and volunteer experience
Increase the efficiency of your contact centre
Provide a single view of each supporter and use workflows to route cases to the correct team for response and resolution.
Improve personalisation
Personalise email campaigns based around the causes each person cares about by using rich data from their supporter record.
Enable volunteer self-service
Give volunteers the tools to manage their personal details and availability via their portal account, reducing pressure on scheduling.
Microsoft Dynamics 365 for Non-profit
Discovery Workshop
Our Microsoft Dynamics 365 Discovery Workshops are designed to give charities a deeper understanding of how Microsoft Dynamics 365 can support them.
Boost productivity and enhance insight
Give staff the ability to work on the move
Avoid duplication of effort by empowering your staff and volunteers to update case notes on their mobile devices, wherever they are.
Bring key processes together
Increase productivity and reduce costs by decommissioning legacy systems previously used for specific functions such as fundraising and grant management.
Accurately report on supporter engagement trends
See the impact of your work using reporting and interactive dashboards to best prioritise your resources and maximise the impact of your work.
Non-profit Whitepaper
The Secrets to Creating a Successful CRM Strategy
Insights from UK non-profits about how to improve the success of your digital projects.
Some of the non-profit organisations we’ve worked with
