Introducing NfP 360 for Microsoft Dynamics

CRM

Mark Grisdale – Sales Director

James Glover – Dynamics Consultant

What is CRM?

Customer

Account Contact

What is CRM?

Organisation

Household

Corporate Sponsor

Supporter

Member

Donor

Why CRM matters

Manage Donor

Relationships

Maximise Existing Donors

Convert to Regular Donors

Target New Donors

Funds Raised

Introducing NfP 360

Third Party Donation

Sites

HMRC Gift Aid Portal/IRL Revenue Claim File

Fundraiser & Supporter

Management Microsoft Dynamics CRM

Core CRM NfP 360Customer Specific

*Standard if integrating with Microsoft Dynamics GP

Gift Aid/CHY Reporting Operational Systems

Finance

Membership Management

AdvocacyCampaignCMSWebsite

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

DEMO 1 – CRM Overview & Dashboards

New donors Regular donors Targeting donors

Increasing registrations Managing events Building relationships

NfP Challenges

WHOdo I target?

FundraisingQuestions

HOW do I convert from

one-off to regular donors?

HOWcan I best managedonor relationships?

HOWcan I maximise my existing donors?

Introducing Save The Dodo

New campaign to under 25’s

‘please give a little more’ telemarketing campaign

Targeted Marketing

DEMO 2 – Targeted Marketing

Dodo Xmas Ball

DEMO 3 – Website Integration & Event Management

Financial Management Challenges

DEMO 4 – Gift Aid

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