Introducing NfP 360 for Microsoft Dynamics CRM - Microsoft for Charities Event Ireland
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This document introduces NfP 360, a third-party application that integrates with Microsoft Dynamics CRM to help non-profit organizations manage donor relationships and fundraising. NfP 360 was developed based on the experience of 80 non-profit customers to reduce implementation time and provide an easy-to-use and affordable solution. The document demonstrates NfP 360's capabilities for CRM overview and dashboards, targeted marketing, and website integration and event management through a demo of a fictional non-profit organization called Save The Dodo.
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Introducing NfP 360 for Microsoft Dynamics CRM - Microsoft for Charities Event Ireland
- 1. Introducing NfP 360 for Microsoft Dynamics CRM Paul Hasell Microsoft Dynamics CRM Pre-Sales Consultant
- 3. Account Contact What is CRM? Organisation Household Corporate Sponsor Supporter Member Donor
- 4. Why CRM matters Manage Donor Relationships Maximise Existing Donors Convert to Regular Donors Target New Donors Funds Raised
- 5. 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
- 6. 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
- 7. DEMO 1 – CRM Overview & Dashboards
- 8. New donors Regular donors Targeting donors Increasing registrations Managing eventsBuilding relationships NfP Challenges
- 9. 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?
- 10. Introducing Save The Dodo
- 11. New campaign to under 25’s ‘please give a little more’ telemarketing campaign Targeted Marketing
- 12. DEMO 2 – Targeted Marketing
- 13. Dodo Xmas Ball
- 14. DEMO 3 – Website Integration & Event Management
- 15. © m-hance ltd 2015 m-hance.com Please come and ask us any questions Thank you for listening
Editor's Notes
- 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
- 80 customers including IPSA, St Vincent De Paul, Solent Mind, Barnardo’s (Customer portal), Oxfam Ireland and…Oxfam NZ
- 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,
- 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,