CRM for Non-Profits

Non-profit organizations have many of the same needs as other sophisticated, client-oriented businesses. But their unique structure and mission mean they have specialized requirements when it comes to a CRM system. Of course they need to maintain a central data source for current and prospective constituents. Frequent communication with various groups of members regarding special topics is a hallmark of Non-profits. Therefore, CRM needs to have robust capability for web, e-mail, fax and web activity management. Add to that seamlessly integrated systems to track pledged versus actual payments and forecasting tools to predict and measure growth and you have a CRM solution developed specifically to fit the needs of the modern non-profit organization.

With a DoExtra-developed CRM system, your Non-profit organization will maximize:

Membership Management and Business Development

• Provide business development with easy access to vital customer/member/prospect information.
• Automate and standardize business development activities across your entire organization.
• Link prospecting and proposal tools, increasing accuracy and productivity.

Marketing/Event Management

• Track results (leads, follow-up, etc.) on a campaign-by campaign basis or on the level of the individual recipient.
• Provide anytime, anywhere access to a library of marketing tools.
• Publicize events & maintain lists for task forces and boards.
• Link registration and event management to CRM.

Business Development

• Use customizable dashboards to provide an interactive and intuitive view into the short-term and long-term pipeline.
• Eliminate the need to manually develop reports.
• Analyze the current state of the pipeline on an enterprise-wide basis or at the individual client level.
• Aggregate individual opportunities into forecasts by rep, region, division and/or product line.

Activity Management

• Ensure your team is calling on the right members and prospects at the right time.
• Track specific events or milestones that trigger reminders sent to the appropriate individuals.
• Provide near-real-time access to client data, allowing for timely contact and follow-up.
• Track performance by individual, district or region.

Anytime, Anywhere Access

• Integrate with Microsoft Outlook to ensure your staff won’t have to learn new tools.
• Synchronize email, contacts, calendar events and tasks with Microsoft Outlook.
• Access your CRM system from anywhere in the world via the Internet or mobile device.

 

Non-profits can be more responsive to their membership when everyone has
access to good data and communication tools.

To learn more about DoExtra's solutions for non-profit organizations.