CRM for Charities


We implement Microsoft Dynamics CRM to handle the diverse requirements of organisations working in the Third Sector, this includes:

  • Managing members, donors and beneficiaries
  • Containing costs through efficient processes
  • Complete view of donors and sponsors in a single interface
  • Increasing fundraising & commercial activities
  • Reporting with ease for performance insight & governance compliance
  • Increasing supporter engagement
  • Developing positive social sentiment towards your organisation
  • Event management

​Our charity and non-profit clients include…

​Case Management

Leverage inbuilt case management tools to empower staff and volunteers to deliver the best possible experience to your clients and beneficiaries.

Use native Microsoft Dynamics CRM tools to manage enquiries, questions, applications, complaints, DBS checks and other processes that will make the client journey as smooth and stress-free as possible.

CRM process flows provide agents with prescriptive advice that guide them to a successful outcome by following defined steps in line with your process rules. With access to complete relationship information in a single CRM interface and integrated knowledge tools agents are able to provide a personalised service and resolve issues faster.

​Single View of Each Supporter

Microsoft Dynamics CRM captures all interactions with your donors, sponsors, members and beneficiaries in one application giving you a coherent view of each supporter from a single interface.

Record any attribute or detail relevant to your supporter relationships including membership status, donation history, recent purchases, service case history, communication preferences and demographic detail.

Integrate CRM with your website and ecommerce platform to record each type of supporter income including donations, membership and merchandise.

​Fundraising

Use complete detail in CRM to gain greater insight to understand each individual and segment your supporters empowering you to make personalized fundraising communications, for example targeting urgent appeals or legacy gift campaigns.

It is essential that donors and prospective donors are kept informed about your activities and what they are contributing towards. Use Microsoft Dynamics to increase supporter loyalty with timely personalised messages that resonate and increase engagement.

​Marketing Automation

Connect Microsoft Dynamics CRM with marketing automation solutions including dotmailer and ClickDimensions to increase awareness of your work and make cross-sell / up-sell offers that support your fundraising and retention activities.

Send professional email newsletters that share details of your recent activities and upcoming events and develop donor nurture campaigns that send a sequence of emails to increase engagement with existing and prospective supporters.

​Event Management

Use our CRM solution to handle your event management processes including attendee registrations, joining instructions, venues, payment information and event activities.

Our CRM events extension lists all active and completed events in one place. These can include training days, workshops, seminars, webcasts, customer events, staff parties and many other events that involve contact lists.

Alternatively, connect CRM with the specialist event management tools of Eventbrite by deploying ClickDimensions marketing automation.

​Managing Your Bespoke Processes

We’ll adapt Microsoft Dynamics CRM to manage each bespoke process and relationship that matters to your organisation. For example, we’ve developed solutions using native CRM functions that include:

  • Helping Mencap and Children’s Food Trust manage their contract agreements
  • Enabling BEN – The Motor & Allied Trades Benevolent Fund to manage the grants they distribute
  • Implementing CRM processes that enable Hearing Dogs for Deaf People to track detailed information about their hearing dogs including their medical history, food supply and weight history

Keeps Employees & Volunteers Connected

Access Microsoft Dynamics CRM over the web and via multiple mobile and tablet devices to keep your employees and volunteers connected around the world.

Income Management

Use Dynamics CRM in combination with Power BI to gain actionable performance insight to identify areas for improvement and support reporting compliance.

Social Engagement

Connect with supporters and other other contacts who interact with your social accounts to measure campaign impact and track your share of voice across social channels.

Discover social insights about your brand to gain a true understanding of your audience and react to positive and negative sentiment.

Infographic: 4 Microsoft Dynamic CRM Benefits That Help Charities Grow

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CRM Services for Charities

Preact are a leading Microsoft Gold Partner and we help charities and not-for-profit organisations transform their processes by leveraging the power of Dynamics CRM.

Our services cover each step of your CRM journey including:

  • Requirements scoping to define each step of a new CRM implementation
  • CRM consultancy to configure and customise Microsoft Dynamics for charitable organisations
  • User training empowering all users to gain maximum value from CRM
  • Technical support to answer user questions and minimise downtime
  • Ongoing consultancy to action user requested CRM changes

Learn more about our CRM services

Volume Discounts for Charity Organisations

Many charities and nonprofit organisations are entitled to Microsoft volume discounts on licensing for Dynamics CRM, Office 365, Windows 10 and other Microsoft solutions. To verifiy your eligibility for Microsoft volume discounts click here to get started.

Get in touch to find out more about our CRM solutions for the Third Sector and receive advice from our experts

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