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Microsoft Dynamics CRM for Not-for-Profits Just Got Better!

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There’s no doubt about it, the not-for-profit world is different from the corporate world. Instead of making sales calls, employees or volunteers request donations and push to increase memberships. Not-for-profits need to focus on keeping all of their relationships strong while tracking monetary donations against monthly costs. They obviously still need to be mindful of numbers, but it’s a whole different mindset. For this reason, their CRM solution should be tailored differently from the average company.

Microsoft Dynamics® CRM is robust and flexible software that meets the needs of the not-for-profit industry. With its customizable dashboards and relationship management capabilities, it is the answer for many not-for-profits. But now, we’re excited to announce, things just got even better!

A free Microsoft template is now available for Microsoft Dynamics CRM that makes the following possible...

  1. You can effectively track donations, pledges, and volunteer hours against costs.
  2. You can improve interactions with donors and volunteers.
  3. You can increase donations and memberships with a detailed view of past and present communications.

Don’t believe us? Check out the dashboard view that could be yours…

If you’re a not-for-profit and feel like your CRM solution could use a boost in the right direction without wanting to make customizations that cost more money, contact us at Sherwood for details on how best to leverage this template.

By Sherwood Systems – Arizona Microsoft Dynamics CRM Partner

One Response to “Microsoft Dynamics CRM for Not-for-Profits Just Got Better!”

  1. Randy says:

    I work with a non for profit group that have the non for profit accelerator but now it looks like they have to upgrade to the 2013 CRM will the old accelerator as a solution be upgraded to come along with the new 2013 CRM what are they looking at for the migration?
    Please let me know as soon as possible

 

 
 
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