ALTUS ALLIANCE 2016

Optimize Your Organization's Fundraising with Dynamics CRM

Your PresenterChris Carre• Role• Business Development Executive • Responsible for Dynamics CRM and

Dynamics NAV discussions

Donation ManagementEvent or

Campaign

Inquiry

PledgeDonation of Funds or Gifts

Thank you, Receipt

• Thank you letter Templates

• Acknowledgement Templates

• Annual vs. One-Time Receipting

• Split Donations• Tribute/Memoriam

Donation• Designation• Appeal Relationship

• Brand Building• Relationship

Management • Communication and

Marketing

• Marketing and Communication

• Registration and Attendees Tracking

• Appeals and Designations

• Pledge Management• Follow-up

Communication• Tracking and

Forecasting

Expansion of Dynamics CRM• Dynamics CRM Managed Solution • Layer of information tied to Contact Record• Reduces overlap of forms • Allows organizations to maintain configurations

• Unlimited Users, Donors, and Donations • No pricing tiers or contact limits • No per user pricing

• No Percentage taken from Donations

Dive Deep Into Donor Info • Collection of rich Donation Data• From emails to calls, users are able to get a full update on each

donor. • Connect records and review friends and family connections

through the organization• Identify and Analyze Preferences • Soft Credit, Designation, and Appeal information is displayed on

all donations• Leverage Best Practices for Users and the Organization• Process Bars and Workflows streamline internal processes

• Report and Review Seasonal Donation Patterns

Simple Donation Process

Donation Payment Receipt

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