Introducing NfP 360 for Microsoft Dynamics CRM Paul Hasell Microsoft Dynamics CRM Pre-Sales Consultant
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Introducing NfP 360 for Microsoft Dynamics CRM
Paul HasellMicrosoft Dynamics CRM Pre-Sales Consultant
What is CRM?
Relationship ManagementCustomer
Account Contact
What is CRM?
Organisation
Household
Corporate Sponsor
Supporter
Member
Donor
Why CRM matters
Manage Donor
Relationships
Maximise Existing Donors
Convert to Regular Donors
Target New Donors
Funds Raised
Introducing NfP 360
Third Party Donation Sites
HMRC Gift Aid Portal/IRL Revenue Claim File
Fundraiser & Supporter
Management Microsoft Dynamics CRM
Core CRM NfP 360 Customer Specific
*Standard if integrating with Microsoft Dynamics GP
Gift Aid/CHY Reporting Operational Systems
Finance
Membership Management
AdvocacyCampaignCMSWebsite
Why Did We Develop NfP 360?
Experience:80 NfP
Customers
Demandfrom customer
base and market
Reduce implementation time for faster
ROI
PricingPreferential for
Charities
Easy To UseMS CRM:
contemporary product
DEMO 1 – CRM Overview & Dashboards
New donors Regular donors
Targeting donors
Increasing registrations
Managing events
Building relationships
NfP Challenges
WHO do I target?
FundraisingQuestions
HOW do I convert from
one-off to regular donors?
HOW can I best manage
donor relationships?
HOW can I maximise my
existing donors?
?
Introducing Save The Dodo
New campaign to under 25’s
‘please give a little more’ telemarketing campaign
Targeted Marketing
DEMO 2 – Targeted Marketing
Dodo Xmas Ball
£10
DEMO 3 – Website Integration & Event Management
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