Real-Time Marketing & Other New Features for Dynamics 365 Marketing
How can CRM benefit your charity?
When implemented effectively, CRM software adds simplicity, greater efficiency and scale to control costs, enhance service and increase your constituent engagement. Using Microsoft Dynamics 365 and our Charity Hub app built on the Microsoft platform, Preact will help your organisation implement solutions to maximise its resources. These include:
Membership management to track your donors, supporters and other constituents.
Improved efficiency with connected processes to simplify and automate your workflows.
Unifying data in a secure cloud platform that will provide a single source of truth.
Boost fundraising with personalised messaging and gift aid declaration tracking.
Transforming reporting with real-time data insights.
Support your volunteers with tools that assist their work and help them navigate your processes.
Frequent Charity Challenges...
- Data siloes and security concerns caused by spreadsheets, standalone apps and paper forms
- Donor churn
- Lack of transparency across activities
- Data inconsistencies resulting from manual entries
- Labour-intensive processes require detailed knowledge of steps and workarounds
- Demonstrating regulatory and legal compliance
How Preact Can Help You...
- Centralising your data across departments
- Providing a secure platform that complies with data protection standards and regulatory requirements
- Simplifying your repeatable processes
- Reducing manual inputs to ensure data integrity
- Enabling you to easily report on any activity with views, charts and dashboards
- Maximising greater value from your supporter base
CRM for Charities Guide
Discover how Dynamics 365 and Preact's charity and not-profit solutions will help advance your digital transformation and increase efficiency.
Our Charity Solutions
Depending on your requirements, our recommended solution may be one, or a combination, of Microsoft applications that are tailored to fit your needs and scalable to support future changes.
Through our consultancy services, we will assess your requirements, share recommendations, complete your configuration, bridge any functionality gaps and provide training to support your deployment.
Microsoft Dynamics 365
Dynamics 365 modules provide out-of-the-box functionality which include case management, lead tracking and service scheduling.
Each application can be used alongside Preact's Charity Hub app to seamlessly connect your data and processes.
Single View of Each Supporter
Capture each interaction with your donors, sponsors and members within a unified cloud platform that provides a coherent view of each supporter. Record any detail relevant to these relationships in one place; this can include membership status, payment schedules, donation history, purchases, service case history and communication preferences.
Integrate this with your website or e-commerce platform to build a complete profile that reflects each type of supporter income including donations, subscriptions and merchandise.
Increase Fundraising Revenue
Use connected data stored in a single cloud platform to easily segment your supporters and send personalised fundraising communications, including urgent appeals or legacy gift campaigns.
Embedded marketing automation makes it easier to keep your donors updated about your activities and how their contributions are making a difference. Using this technology, you'll be better able to boost engagement and increase supporter loyalty with timely messages.
Case Management
Let Dynamics 365 empower your team and volunteers to deliver the best possible experience with powerful case management tools. Manage enquiries, applications, complaints, DBS checks and other processes to make each workflow journey as smooth as possible.
Guide agents to successful outcomes with prescriptive on-screen advice that reflects your rules and methodology. With access to complete relationship detail and integrated knowledge, everyone can provide a personalised service and resolve issues faster.
Managing Your Bespoke Processes
Our products are fully customisable, with flexibility to manage each process and relationship that matters to your organisation. For example, Preact has developed solutions using native capabilities in Dynamics 365 and Power Apps that include:
- Helping Mencap and Children’s Food Trust manage contract agreements
- Enabling BEN – The Motor & Allied Trades Benevolent Fund to manage the grants they distribute
- Empowering agents of The Matthew Project to complete enrolment processes
- Supporting Age UK Islington's staff and volunteers with their ongoing case work activities
- Deploying web portals that enable British Gymnastics Foundation to process paperless applications
- Implementing processes that enable Hearing Dogs for Deaf People to track detailed information about their hearing dogs and puppies, including medical history and training plans
Why Use Charity Hub by Preact
Video Transcript
Like many other charities, is your organisation facing greater demand for its services despite already stretched resourc…
Like many other charities, is your organisation facing greater demand for its services despite already stretched resources?
This is even more challenging if your data is siloed or you are relying on manual, time-consuming processes to complete routine tasks.
And, if you are using outdated software or spreadsheets, how can you be sure your data is protected?
A new CRM system might be the answer, but these can be costly to deploy for smaller charities and are often too complex for basic usage needs.
If that’s you, Charity Hub from Preact is the answer!
Securely manage your supporters using an intuitive and highly affordable application built on the trusted Microsoft cloud.
Charity Hub includes prebuilt donation and membership management features that quickly increase productivity to boost supporter engagement.
Charity Hub can be rapidly deployed with minimal upfront configuration and cost, making it accessible to organisations of all sizes.
Donor and membership data is presented in views and dashboards, providing actionable insights that transform reporting with accurate, real-time income forecasting.
Each type of donation can be tracked, from one-off pledges to recurring contributions.
A donation history is shown on each supporter record, listing payment details with expected future donations.
Charity Hub creates an automated payment schedule for donors who make regular contributions to avoid time spent creating individual entries.
Donations can also be imported from external platforms such as JustGiving for a complete view of all donor payments.
When a donor agrees to Gift Aid for their donation, the application will track each declaration and transaction.
Charity Hub also reduces the effort to process and submit Gift Aid claims. Quickly retrieve eligible Gift Aid transactions within a selected timeframe and configure approval rules before submitting claims directly to HMRC.
Charity Hub includes out-of-the-box functionality for membership organisations to activate new memberships in just a few clicks.
Each membership record is linked to a product to accurately apply the price, duration, tax rate and Gift Aid eligibility.
This also includes processes to handle discounted membership offers and automated renewals.
Membership records linked to a contact or account record detail the active membership information and supporting financial transaction.
Because Charity Hub stores all data in the secure Microsoft Cloud, it’s accessible across connected Dynamics 3-6-5 modules and other Power Apps to support greater collaboration.
Data can be integrated with third-party apps and services, including marketing automation platforms, to increase engagement with your supporter base and boost fundraising efforts.
Best of all, as part of Microsoft’s Tech for Social Impact program, eligible organisations can receive a combination of free and discounted Power Apps licences that Charity Hub runs on.
Discover how quickly you can transform your processing efficiency, unlock more value from your data and get closer to your supporters with Charity Hub from Preact.
Contact us today to find out more.
We are proud to work with:
Benefit from Microsoft Tech for Social Impact
Microsoft Tech for Social Impact is committed to building technology solutions for the non-profit sector and offering affordable and accessible tools to help charities accomplish their missions.
Engage with Preact to understand how you can benefit from this program, and how Microsoft technology can help your organisation be more productive and innovative in driving societal impact.
We will support your organisation in using this program to secure grants and discounts across Microsoft cloud products. These can include Dynamics 365 Sales Enterprise, Microsoft 365 Business Premium, free Power Apps licences and a $3,500 annual Microsoft Azure grant for use across Azure solutions and services.
Preact Surveys for Donations Program
Preact's charitable feedback program is one of the ways that we strive to provide ongoing support for charities and put purpose at the heart of what we do as a business.
We send feedback invitations as we resolve helpdesk cases, complete projects and following many other engagements. As well as helping us to understand how we can better serve our clients, we commit to making a charity donation for each completed survey.
Each month, we select a new charity from the nominations made by our clients, previous recipients have included local and national charities.
Frequently Asked Questions
In addition to implementing and supporting applications built within Dynamics 365, Preact also provides its own Charity Hub product. This is built on the same Microsoft cloud platform as Dynamics to offer the same user interface and common data storage. However, this runs on a Power Apps license and is available at a lower price per user / month in comparison to Dynamics 365, with added discounts available for eligible charitable organisations.
Microsoft offers a reduced rate for organisations that qualify for its charitable licensing. The current pricing includes Dynamics 365 Sales Enterprise or Customer Service Enterprise licences @ £17.90, D365 Customer Service Professional @ £9.40 and D365 Sales Professional @ £12.30. All prices quoted are per user / month, excluding VAT. Information about Microsoft's charity eligibility criteria and process is shown here.
Using Dynamics 365, or Preact's other Microsoft-based solutions, charities are better able to connect data and modernise processes that improve operational efficiency and reporting. These provides charities with a scalable platform that helps them be more agile and responsive to the needs of their beneficiaries. By unifying membership data, the system helps teams segment supporters to increase the personalisation of messages to announce events, promote fundraising activities and provide updates.
To deploy, or extend an existing Dynamics 365 system, Preact helps charities implement a range of solutions. Frequent examples include: self-service web portals, feedback surveys, case management, application processes, marketing automation, reporting, membership renewal processes, event management and volunteer management. If you are already using Dynamics and are looking for a different approach, we will undertake a system take on consultancy to identify where improvements can be made. These recommendation can then be implemented using Preact's Elevate 365 managed service which also provides continuing support.
Ready to Discuss Your Requirements?
If you want an initial chat, or a more detailed discussion about your requirements, Preact are here and ready to help you address these challenges. Complete the form below to request a call back, or schedule a call now.
