Membership and Not For Profit

Gain efficiencies in coordinated health and social services with a unified view of each client across multiple programs. You can improve case management with Microsoft Dynamics CRM by connecting a variety of systems in one centralized repository, and by automating processes.

Track data in real time to better assess the effectiveness of care, and manage follow-up activities. Use convenient scheduling tools that are fully integrated with Microsoft® Office Outlook®. Set up automated reminders for followup activities. Enable case workers to easily upload case information while they are in the field.

Consolidate all your essential information into one versatile environment. Through simple point-and-click customisation, Microsoft Dynamics CRM is easily designed to handle donation and pledge management, volunteer tracking, and marketing campaigns, as well as constituent management and case management. It’s also simple to scale the solution as your organisation grows, and adjust the scope of case management records as the need arises.

The affordable constituent and data management solution is simple to use, with an Outlook-based interface that brings together pertinent information from various sources into one familiar environment.

Get more done, more cost-efficiently, with ready-to-use and customizable tools. Microsoft Dynamics CRM Online for non-for-profit organisations enables:

• Donation and pledge management
• Basic membership management
• Basic volunteer tracking
• Campaign management
• Event management
• Case management
• Excel® dashboard reports
• Online donations and payments through a payment gateway

The simple per-user, per-month pricing plan fits any size organisation—and even scales for seasonal needs. The subscription also includes the latest functionality through regular releases and updates at no incremental cost.

Repeat successful campaigns—without duplicating the work. Your staff and volunteers can save time and money by sharing information and work that has already been done. Refresh and repurpose effective campaigns, marketing, and service materials rather than recreating new ones, so you have more time to dedicate to meaningful activities.

Sharing constituent profiles across the organization can help you target communications and avoid redundant contact. The secure online solution enables contributors to collaborate across the organisation from anywhere. True offline synchronisation enables you to work with data offline, then automatically update changes the next time you connect.

Establish an organization that can continue vital services long into the future. Microsoft Dynamics CRM can help your organisation clarify complex management processes to enhance long-term sustainability.

The solution helps you identify best practices and create consistent procedures that save time; streamline recordkeeping through automation and data tracking for accounting, tax, and reporting compliance; and generate reports quickly with ready-to-use templates.

You can get a quick view into data that informs good decisions. The home page puts key information at your fingertips, the Reporting Wizard helps you quickly create custom reports to track progress and opportunities, and the Microsoft solution works seamlessly with Microsoft Office products, including Word and Excel. Using a familiar interface eliminates the need for training and frees up your time to focus on the people and activities that make a difference.

Your service organisation is unique, and it’s easy to tailor Microsoft Dynamics CRM to your needs. Its graphical user interface makes it simple to select the right fields from 200 custom objects to create the perfect solution for your needs. Yet, its ready-to-use functionality means you can use it immediately.

The robust capabilities of Microsoft Dynamics CRM may sound technical and complex, but you don’t need an IT expert to deploy or maintain this solution. And because Zavanti hosts the solution and your online database, it is protected by the latest security technology and backup systems. Your constituent, case, and project data is secure and your staff’s productivity is maintained even in an emergency.