microsoft dynamics crm 2015 for not for profit organisations
TRANSCRIPT
Introducing NfP 360 for Microsoft Dynamics
CRM
Mark Grisdale – Sales Director
James Glover – Dynamics Consultant
Why CRM matters
Manage Donor
Relationships
Maximise Existing Donors
Convert to Regular Donors
Target New Donors
Funds Raised
Introducing NfP 360
Third Party Donation
Sites
HMRC Gift Aid Portal/IRL Revenue Claim File
Fundraiser & Supporter
Management Microsoft Dynamics CRM
Core CRM NfP 360Customer Specific
*Standard if integrating with Microsoft Dynamics GP
Gift Aid/CHY Reporting Operational Systems
Finance
Membership Management
AdvocacyCampaignCMSWebsite
Why Did We Develop NfP 360?
Experience:80 NfP
Customers
Demandfrom customer
base and market
Reduce implementation time for faster
ROI
PricingPreferential for
Charities
Easy To UseMS CRM:
contemporary product
New donors Regular donors Targeting donors
Increasing registrations Managing events Building relationships
NfP Challenges
WHOdo I target?
FundraisingQuestions
HOW do I convert from
one-off to regular donors?
HOWcan I best managedonor relationships?
HOWcan I maximise my existing donors?
Dodo Xmas Ball
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