4 Microsoft Dynamics CRM

Benefits That Help

Charities Grow

Resources in the third sector are

scarce, so it’s vital they make a

difference. That’s where CRM

technology will help. Microsoft

Dynamics will help you to cut

administration expenses, increase

revenues and focus greater efforts

on your mission critical activities.

How Does Microsoft Dynamics

CRM Benefit Charities?

Microsoft

Dynamics CRM

Driving Down Costs 1

Dynamics CRM connects your processes and

data to a single interface to reduce operational

expenses by removing administration, cutting

processing time, improving data quality and

eliminate manual tasks.

Develop efficient processes using a centralised,

intuitive CRM system with intelligent CRM

workflows that lower the cost of your

fundraising, marketing and other activities.

Deliver Outstanding Service 2 Use complete detail about each contact in CRM to

transform service delivered to beneficiaries,

donors, members and other stakeholders across

every touch point.

CRM unifies your data from donations, grants,

email marketing, cases, outreach and other

activities empowering employees and volunteers

to provide amazing service experiences.

Increasing Revenues 3

Whether it’s your local community, members, service users,

volunteers or social followers Microsoft Dynamics CRM helps

foster increased engagement across all channels.

CRM connects with marketing automation

services to profile contacts and use the power of

this data to send personalised emails which

increase awareness of your work to support

fundraising and nurture activities.

Further integration with Microsoft Social Engagement helps you

learn more about your social audience and drive positive

interactions.

Clear Reporting Insight 4

Unlock insights from your data by easily generating

reports for a single source of truth and actionable insight.

Remove guesswork by understanding which

campaigns were most effective to replicate

successful appeals and achieve fundraising goals.

Report with ease to trustees, regulatory bodies,

potential donors and volunteers with streamlined,

accurate reporting on-demand from a single interface.

www.preact.co.uk

Microsoft Dynamics CRM is a highly configurable and scalable

system which helps not-for-profit organisations optimise their

fundraising and other activities. Preact has a proven record of

implementing and supporting CRM solutions for charities. Our

clients include: Royal Mencap Society, Hearing Dogs for Deaf

People, Children’s Food Trust, Age UK and BEN, The Automotive

Industry Charity.