How Microsoft Dynamics CRM Helps Charities & Non-Profits Grow

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Single View of Each Supporter

Microsoft Dynamics CRM captures all interactions with charity and non-profit donors, sponsors and beneficiaries in one application.

Track any attribute or detail relevant to your supporter relationships including membership status, donation history, recent purchases, service case history, communication preferences and demographic detail.

Further insight is gained in CRM by integrating website and ecommerce platform to record each type of supporter income including donations, membership and merchandise.

Charity Fundraising

Use complete detail in CRM to segment supporters and make personalized fundraising communications, for example targeting urgent appeals or legacy gift campaigns.

It’s essential that donors and prospective sponsors are updated about recent activities so they can understand what they are contributing towards. With Microsoft Dynamics connected to marketing automation platforms like Click Dimensions non-profits can increase supporter loyalty with timely, personalised messages that resonate and increase engagement.

Keeping Employees & Volunteers Connected

Microsoft Dynamics CRM is accessible over the web and via multiple mobile and tablet devices helping employees and volunteers to be highly responsive and deliver the help their beneficiaries need.

Integrate CRM with web and ecommerce platform to record each type of supporter income including donations, membership and merchandise.

Case Management

Inbuilt case management tools empower staff and volunteers to deliver the best possible experience to clients and beneficiaries.

Manage enquiries, questions, applications, complaints and other processes that will make their journey as smooth and stress-free as possible.

These are just 4 examples to demonstrate how Microsoft Dynamics CRM helps charitable and non-profit organisations contain costs through efficient processes, increase revenues and delight their beneficiaries.

Preact is a Microsoft CRM Gold Partner working with several prestigious UK charities including the Royal Mencap Society and Hearing Dogs for Deaf People. To learn more about our CRM solutions for non-profit organisations visit

by Preact CRM

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