There are several ways you can manage and interact with community members using Microsoft Dynamics 365 CRM. First, you can build marketing lists and use the Dynamics 365 App for Outlook or Click Dimensions tool to send an email and track responses. Secondly, you can nurture leads and create landing pages, manage events and send surveys. IT Architects also offers a full integration with MailChimp for those who prefer it.
Does your organization need to know who is consuming your content and receiving your messages? The integrated features of marketing, Social Engagement, and customer service makes it easier to connect everyone in your community to a single record that makes it a consistent and unified experience for you and your clients. It helps you understand who is engaged with your organization.
There are several business cards scanning software’s that work with Dynamics 365. FullContact is one of our favorites for foundations. It integrates easily and does a great job with accurate scanning.
When you want to automate donor or gift acknowledgments, you can use the mailbox and out of the box workflow features to send to donors and constituents. The best part of this is the acknowledgments are customizable depending on your contact’s preferences as well as how your organization prefers.
Built-in case management tools allow volunteers and staff to manage applications inquiries, feedback, and questions from beneficiaries and customers.
You can install Organization Insights for Dynamics 365 Online to provide you with metrics that you can use for performance and support issues. Dashboards are customizable to provide snapshots of your most important data and who is using your processes.
Grant applications are made online, and application status of grants can be tracked online as well. Once the grant is approved, the portal allows grantees to submit payment requests and give status reports from their secure portal. Not only that, grantees can submit award reports through the portal.
7. Foundation Event Management
The Event Management module helps organizers plan and manage events. The data captured for the events are saved into the CRM for reference. An Event Portal is integrated into the module so that allows attendees to read more details on your landing page and to know more about the event, as well as register for the event. A self -registration portal is also available for those who register.
No doubt that the passion to change lives for the better is what drives you to look for the perfect CRM solution. To realize those goals, ITA can definitely be your partner in getting you started. If you would like more information about how CRM can help your foundation, visit our website: http://itarchies.com/about/ or email us: email@example.com / or you may call tel:+1(816)607-1569 / Kansas City, MO