Are you wondering if nonprofit organizations really need a CRM solution? Well, yes! Whether it’s a small or a large non-profit organization, a good CRM system helps them manage their records and foster new relationships.
However, nonprofit organizations are not into sales or marketing, also they don’t earn any profits. But, a small investment in CRM solutions can be very effective for them to reduce human efforts, workload, and additional costs.
From building relationships with donors to bifurcating the sponsors, tracking membership activities, and streamlining the donation process, CRMs can do it all. Smart CRM management adds value to nonprofit organizations with increased efficiency and data confidentiality.
Microsoft Dynamics 365 has amazing services and it serves almost all industries. For non-profit organizations, it has been very functional.
Keeping the nonprofits’ challenges and business structure in mind, Microsoft designed Dynamics 365 for nonprofits. As this is a cloud-based CRM management solution, it gears up organizations of all sizes with the latest technology and innovation.
If you’re already using other products of Microsoft like Office 365 and PowerBI, you’d have an idea of Dynamics 365 too. To know more about Microsoft Dynamics 365 for Charities or Not for Profit organizations, let’s check out further.
Top 7 Benefits of Microsoft Dynamics ERP for Non-Profit Organization
1. Centralized View
There are many non-profit organizations that use Excel spreadsheets to manage their sponsors’ and donors’ contact details. The biggest challenge of storing data in different sheets is that it creates difficulty in tracking previous records. The data seems to be incomplete or outdated and one can’t have a consolidated view of the same.
Hence, this creates confusion and sometimes the right person gets skipped from an important broadcast list.
With Microsoft Dynamics 365 not for profit platform, organizations can store their entire data at one centralized location. It gives an easy view of the latest data, previous records, and any updates made on the same. Also, the concerned members of the organization can access the data and make changes to the same while keeping everyone updated.
2. Audience Analysis
With Dynamics ERP for non-profits, you can track and record all activities of your audience. Understand your donors’ behaviors, interests, and analyze what kind of events they’re most likely to participate in. You can get a comprehensive view of everything with real-time insights to build fruitful futuristic relationships with them.
3. Store Different Contacts
Everyone knows how terrifying the list management task is!
Especially when the data is inaccurate, outdated, or wrongly placed, it gets difficult for organizations to manage it. Microsoft Dynamics 365 nonprofit management solutions ensure easy filtration of data based on some predetermined criteria. You can also do data segmenting as required.
4. Donors’ Information Management
We all know how much donors are important to any nonprofit organization. They are the ones who help nonprofits to accelerate their operations, collect required funds, and achieve their goals.
Therefore, keeping up the important information of all previous donors and prospects is highly important. You can’t rely on such crucial tasks on systems that do not come with data security.
Microsoft Dynamics 365 cloud service provider is undoubtedly the best option for the same. By integrating with Office 365 and PowerBI, it helps your managers and fundraisers connect with the interested donors to drive contribution.
Tracking the incoming funds has become way easier with Dynamics CRM and ERP platforms. One can visualize all the information for it in the form of graphs or charts and track how close you are to collect the required funds.
5. Volunteer Management
Volunteers are the ones who contribute not just their valuable time, but also efforts and money to support a nonprofit cause. Any charitable organization needs to store and manage the information of such valued volunteers at a safe and secure place.
Well, on-premise systems do have chances of the data vulnerability, that’s why cloud comes as the perfect option to store data. And there comes the importance of Dynamics 365.
You can store all data in the cloud, maintain a log of hours, and access it anytime, anywhere, and from any device. You can also track all activities of the volunteers to understand their behavior and deal with them accordingly.
6. Seamless Integration
The best part about this platform is that it can easily integrate with your on-premise system or any third-party application. So, you can seamlessly switch from one application to another and drive exceptional capabilities to your operations.
This can also be integrated with Outlook email to help you send important emails and reminders to your contacts in the databases.
7. Cost-Effective
As nonprofit organizations deal at a very low budget, they don’t have to worry about the money while switching to Dynamics 365. This is a very affordable solution for any such organization.
There is no infrastructure cost, no hidden hardware costs, and the best part is that everything is updated at Microsoft’s end. You may hire any qualified Microsoft partners who can help you implement these solutions seamlessly.
Hence, you won’t need a dedicated in-house IT department to handle the installation, implementation, or maintenance of this system. This saves you a great amount on human resourcing and more.
Conclusion -
As nonprofit trusts have intricate operational structures, there are times they find it highly challenging to track everything. They find themselves stuck within several complex spreadsheets, trying to search for the information of donors, sponsors, and volunteers.
Certainly, a not for profit organization has to work in a very synchronized manner to sustain and keep working towards its mission. In such situations, having an application that can unburden you with a pocket-friendly investment, is not a bad idea.
At Narola Solutions, we have been implementing solutions for nonprofits for more than 15 years now. We can understand the struggle that nonprofits face.
Our mission is to unlock the right opportunities for them with the use of the latest technological innovation. If you’re also planning to take your charitable trust to the next level with efficient management and streamlined operations, connect with us. We’ll help you understand more benefits of Dynamics 365 and how we can completely customize it for you.
