Donor & Volunteer Management for Non-Profits

.org - nonprofit imageSuccessful management of a non-profit organization requires attention to details. Careful administration of expenses and meticulous reporting practices are essential to meet regulatory compliance, and to secure future funding.

Microsoft Dynamics offers powerful business management solutions focused on the unique needs of not-profit organizations. These solutions promote accurate and timely reporting, easier access to data, and automated processes that help reduce daily overhead. This translates into more time to focus on your core mission of providing services and value to beneficiaries and supporters of your cause.

  • Recipients of their services, and
  • Supporters who invest their time and money to ensure that the Nonprofit can succeed in its mission.

Managing relationships with the recipients of services and supporters who invest their time and money is one of the most significant challenges that a Nonprofit has to deal with especially given the austere economy that has stifled contributions and public support in recent years.

Effective management of these relationships involves case management, activity management and the integration of a relationship management application with the financial application including public facing websites and documentation management sites, if they exist at all.

Industry applications specifically designed to address today’s Nonprofit organization can help you overcome existing challenges with non-integrated and non-industry specific software. A solution tailored for you based on Microsoft Dynamics CRM can help you to:

  • Manage both recipients and supporters.
  • Deliver sophisticated Case Management.
  • Address requirements for data, activities and relationships.
  • Automate processes and send alerts.
  • Utilize familiar Microsoft interfaces with out-of-the box integration to Microsoft Office.
  • Deploy either on-premise or through the cloud, thus offering financial flexibility.
  • Help you retain the volunteers and donors that make a difference to your Nonprofit.

As constituents become accustomed to sophisticated, tailored and active management of their relationships by institutions that manage their finances, travel and insurance they will come to expect the same from the charitable organizations they support. Microsoft Dynamics CRM provides an effective and inexpensive solution to help you deliver on this expectation.

At OTT Inc., we specialize in serving Nonprofits in Minnesota. Find out how we have helped Habilitative Services and Public Radio International with their fundraising and financial management initiatives.

Public Radio International moves to dynamic marketing with Microsoft Dynamics CRM. - Read Their Case Study