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ALTUS ALLIANCE 2016
OptimizeYourOrganization's
FundraisingwithDynamicsCRM
Your Presenter
Chris Carre
• Role
• Business Development Executive
• Responsible for Dynamics CRM and Dynamics
NAV discussions
Donation Management
Event or
Campaign
Inquiry
Pledge
Donation of
Funds or Gifts
Thank you,
Receipt
• Thank you letter
Templates
• Acknowledgement
Templates
• Annual vs. One-Time
Receipting
• Split Donations
• Tribute/Memoriam
Donation
• Designation
• Appeal Relationship
• Brand Building
• Relationship
Management
• Communication and
Marketing
• Marketing and
Communication
• Registration and
Attendees Tracking
• Appeals and
Designations
• Pledge Management
• Follow-up
Communication
• Tracking and
Forecasting
Expansion of Dynamics CRM
• Dynamics CRM Managed Solution
• Layer of information tied to Contact Record
• Reduces overlap of forms
• Allows organizations to maintain configurations
• Unlimited Users, Donors, and Donations
• No pricing tiers or contact limits
• No per user pricing
• No Percentage taken from Donations
Dive Deep Into Donor Info
• Collection of rich Donation Data
• From emails to calls, users are able to get a full update on each donor.
• Connect records and review friends and family connections through the
organization
• Identify and Analyze Preferences
• Soft Credit, Designation, and Appeal information is displayed on all
donations
• Leverage Best Practices for Users and the Organization
• Process Bars and Workflows streamline internal processes
• Report and Review Seasonal Donation Patterns
Simple Donation Process
Donation Payment Receipt
ALTUS ALLIANCE 2016
Altus Ideas
Thenewwayforyoutosubmitfeature
requeststous.
ALTUS ALLIANCE 2016
Altus Advocates
Membershiphasitrewards.
Enrolltoday.
ALTUS ALLIANCE 2016
Submit your
evaluations to win!
Thanks for coming!
@altusdynamics
altusdynamics.com
linkedin.com/company/altus-dynamics

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