Nonprofit Coordinates Case Management - 17 Amazing Customer Experiences With Dynamics CRM

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Working with accurate, timely data is always important, but for nonprofits serving people in need, giving the correct answer to every question takes on a special importance.

The challenge

A nonprofit organization dedicated to connecting developmentally disabled adults with the resources they need to lead independent lives was struggling as they grew. Serving more clients meant coordination between more people and more agencies. With no central client management system, each case required time-consuming research.

The solution

Through Microsoft Dynamics CRM Online, staff members now have access to client records with full information on their status with each program—from acceptance through services received. When calls come in, the phone number identifies the account or automatically sets up a new one. More staff time is saved with automated call logging and easy document attachment.

Staff has full access to information on a wide range of programs directly from Microsoft Dynamics CRM. Staff can search on specific requests while they are speaking to their clients.

How customers are amazed

When clients call the nonprofit, they get immediate attention from staff members who have more time and better information to provide caring, personalized service.

Download the full eBook to find out 16 more amazing customer experiences businesses are delivering today with Microsoft Dynamics CRM Online.

by CRM Software Blog Editors, Find a Microsoft Dynamics CRM Partner by Industry/Location


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