crm for nonprofits we create

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Microsoft Dynamics CRM for Nonprofits Distributed Network Software, LLC

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Page 1: Crm for nonprofits we create

Microsoft Dynamics CRM for Nonprofits

Distributed Network Software, LLC

Page 2: Crm for nonprofits we create

Nonprofits – The Public Sector

Donors, Donations, Pledges & Volunteer Management

• Program and campaign management for nonprofit organizations

• Processes to guide your team through donation and pledge creation

• Donor onboarding and relationship management

Page 3: Crm for nonprofits we create

Non Profit - Scenario Highlights

Track and manage donations and pledgesRecord and store information about current and potential donors and volunteers, including sponsorsSet and track fundraising goalsView charts and generate reports for further data analysisManage volunteers and their timePlan and operate programs and fundraising campaigns (including events) from the “ask” to the “thank you”.

Page 4: Crm for nonprofits we create

Non Profit - Solution object model

Campaign Campaign

Campaign

Page 5: Crm for nonprofits we create

Non Profit - Solution Highlights

A high value dashboard provides an overview of the organization’s financials, top donors and key tasks Donation and pledge processes guide users through quick entry for creating donations and pledgesProcess stages are gated to optimize users’ experiencePlugins and workflows automatically calculate donation amounts, campaign results and overall fundraising statusAutomated workflows create follow up appointments, tasks and thank you emails

Page 6: Crm for nonprofits we create

Non Profit - Solution Highlights

Page 7: Crm for nonprofits we create

Donations

Volunteers

Marketing

Extended CRM

Transforming the Donation Process

CRM Anywhere

Page 8: Crm for nonprofits we create

Questions&

Answers

Page 9: Crm for nonprofits we create

Thank you for your timeFor additional questions, please

contactRick Gagnon at 814-838-5151 or

[email protected]

We look forward to hearing from you on your

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