Customer Engagement & Dynamics CRM Forum

The advantages of Dynamics CRM for nonprofits

By Mohona Dutta posted May 27, 2021 06:14 AM

  

You may wonder whether nonprofits need a CRM solution? The answer is almost always a ‘Yes!’. Whether it’s a big conglomerate or a small firm or an association, a CRM helps a company manage its contact details, strengthen its relationships and foster new ones.

While their serviceability may not appear applicable from a nonprofit stance, CRM solutions are extremely valuable for mission-driven organizations.

From maintaining relationships with clients/donors to splitting benefactors by issue and interest areas, tracking membership activities, and streamlining the grant process, CRMs enable nonprofits the power to handle their data confidently and efficiently.

The advantages of Dynamics 365 for nonprofits - AhaApps

Microsoft Dynamics 365  has been designed to keep the challenges and business structure of nonprofits in mind.

Let’s discuss a few of its benefits.

Centralizing Information:

A lot of nonprofits use MS Excel to store, update and manage data. The problem is that storing data in different sheets, handled by different people, can result in a data mess, making historical data to be tracked, nearly impossible.

Dynamics 365 helps nonprofits to store all that data in one, organized place, that can be easily viewed, updated, and managed by more than one team member.

Listing Different Contact Types:

List segmentation is an intimidating task especially when data is old, inaccurate, and in a diverse format. Dynamics 365 ensures that the quality of data is good, and it can easily filter your lists by the predetermined criteria.

Understanding Your Audience:

With Dynamics 365, you can keep track and record the activities of your audiences becomes easy. Analyzing a donor’s actions, such as the events they’ve attended or the most recent volunteering campaign they signed up for, one can get a comprehensive view of the target audience’s behavior. This information helps to custom-make a relationship-building strategy that best suits different audiences.

Managing Your Donors:

Donors are important for a nonprofit. It becomes extremely important for you to keep them updated with the general tidings of your association. Dynamics 365, featuring Office 365 and PowerBI helps connect managers and fundraisers with donors and help drive contribution. Tracking incoming funds and pledges is made easier with Dynamics CRM.

Once all the related information is updated in the system, CRM automatically shows the charts and graphs helping you to visualize how close are you to your fund-raising goals. It is also beneficial in zeroing into the areas that need work.

Integrating Seamlessly:

One of the best things about Dynamics 365 is its ability to integrate seamlessly with existing systems. This eliminates the need to switch from one application to another. For example, you can export the required information straight from Dynamics 365 to Excel. It also integrates with Outlook, which enables you to automatically generate and send emails to contacts in your database.

Volunteer Tracking:

Volunteers are the ones who give their time and effort to support a nonprofit’s cause. They are unbelievably valuable, and anyone who contributes to a nonprofit must be carefully managed and supported. The schedules of volunteers can also be viewed and tracked easily with Dynamics CRM.

Budget-Friendly:

Dynamics 365 is a budget-friendly solution for nonprofits. Microsoft always had a philanthropic outlook and with its cost-effective and discounted Dynamics 365, they have proven it once again. There are no infrastructure costs to account for and no hidden hardware costs; everything is managed and updated at Microsoft’s end, which means that organizations without a dedicated IT department can stay online and up to date without spending a fortune on maintenance and repair costs.

To Sum Up:

Nonprofits have an intricate operational structure. There are times when individuals associated with nonprofits have found themselves juggling between several spreadsheets to try keeping a track of current and potential donors, sponsors, events, volunteer timesheets, etc. And their calendars might be filled with reminders to check several items off their lists.

As such investing in software that can take a load off from their shoulders while being pocket-friendly is something to look for. And Microsoft’s Dynamics 365 has been able to do that for quite some time.

Connect with us to know about Dynamics 365 and its numerous features.
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