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Introducing NfP 360 for
Microsoft Dynamics CRM
Paul Hasell
Microsoft Dynamics CRM Pre-Sales Consultant
What is CRM?
Customer
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
Demand
from customer
base and
market
Reduce
implementation
time for faster
ROI
Pricing
Preferential for
Charities
Easy To Use
MS CRM:
contemporary
product
DEMO 1 – CRM Overview &
Dashboards
New donors Regular donors Targeting donors
Increasing registrations Managing eventsBuilding relationships
NfP Challenges
WHO
do I target?
Fundraising
Questions
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
DEMO 3 – Website
Integration & Event
Management
© m-hance ltd 2015 m-hance.com
Please come and ask us any questions
Thank you for listening

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Introducing NfP 360 for Microsoft Dynamics CRM - Microsoft for Charities Event Ireland

Editor's Notes

  1. Built on top of Dynamics CRM, NfP 360 is a suite of customisations and proprietary technology that enhances the experience of CRM for NfP’s
  2. 80 customers including IPSA, St Vincent De Paul, Solent Mind, Barnardo’s (Customer portal), Oxfam Ireland and…Oxfam NZ
  3. Start with diagram of challenges faced by charities (Amanda working on – will outsource to design agency) – including getting new donors, encouraging regular donors, building lasting relationships with donors, being able to target potential donors, managing events, increasing registrations, event progress,
  4. Start with diagram of challenges faced by charities (Amanda working on – will outsource to design agency) – including getting new donors, encouraging regular donors, building lasting relationships with donors, being able to target potential donors, managing events, increasing registrations, event progress,