introducing nfp 360 for microsoft dynamics crm - microsoft for charities event ireland
TRANSCRIPT
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Introducing NfP 360 for Microsoft Dynamics CRM
Paul HasellMicrosoft Dynamics CRM Pre-Sales Consultant
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What is CRM?
Relationship ManagementCustomer
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Account Contact
What is CRM?
Organisation
Household
Corporate Sponsor
Supporter
Member
Donor
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Why CRM matters
Manage Donor
Relationships
Maximise Existing Donors
Convert to Regular Donors
Target New Donors
Funds Raised
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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
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Why Did We Develop NfP 360?
Experience:80 NfP
Customers
Demandfrom customer
base and market
Reduce implementation time for faster
ROI
PricingPreferential for
Charities
Easy To UseMS CRM:
contemporary product
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DEMO 1 – CRM Overview & Dashboards
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New donors Regular donors
Targeting donors
Increasing registrations
Managing events
Building relationships
NfP Challenges
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WHO do I target?
FundraisingQuestions
HOW do I convert from
one-off to regular donors?
HOW can I best manage
donor relationships?
HOW can I maximise my
existing donors?
?
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Introducing Save The Dodo
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New campaign to under 25’s
‘please give a little more’ telemarketing campaign
Targeted Marketing
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DEMO 2 – Targeted Marketing
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Dodo Xmas Ball
£10
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DEMO 3 – Website Integration & Event Management
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