Membership and Fundraising Add-On for Dynamics 365

Single Customer View Integrated CRM Solution

for Membership and Fundraising organisations

Our solution is built on Dynamics 365 and is designed to provide a best of breed offering that helps bring together customer information from different sources to provide a 360 degree view of the customer.

Typical sources of information that can be integrated into the CRM include the following

Online Store
Activities - Emails, Phone Calls, Visits etc
Web Forms
Website Registration
Online Donations
Event Attendance
Pledges and Gifts
Physical Shop
Memberships
Back Office Orders
Front of House Point of Sale

Current Integrations we have available to enable data to be fed into our Dynamics 365 solution include:

Raisers Edge NXT
ATMS - Vantix
ACME Ticketing
Meridian by Retail-Int

Core Features

Single fundraising view of all individuals and organisations you have a relationship with including running totals of donations, fundraising credits (hard and soft), and all fundraising activities
Marketing and customer engagement capabilities to manage all aspects of fundraising nurturing and stewardship
Funds, Appeal and Campaign management
Pledge/Grant/Legacy and Gift management
Creation and management of payments (including direct debit) relating to fundraising activities
Gift aid reporting
Donor constituent and supporter management/stewardship
Membership management
Fundraising project management
Sales prospecting and opportunity management
Fundraising/Ticketed Event Management including attendee list

Individual and Organisation Management

Dynamics CRM manages contacts (individuals) and accounts (organisations)
Individuals have multiple attributes – addresses, emails, job title, areas of interest, purchase history, employment history, education history, demographics, giving history, engagement history, etc – all can be used for profile and researching purposes
Organisations also have multiple attributes – addresses, emails, industry sector, trading history, purchasing history, engagement history, associated contacts and relationships – all can be used for profiling and researching purposes

[Draft Copy - 2024]