Impax Dynamics 365 CRM for Nonprofits Organizations

Impax Dynamics 365 CRM for Nonprofits Organizations

Think of a nonprofit, what comes to mind?

It’s likely, you think of an organization full of kind, giving, passionate, and mission-driven people who are making a difference in local, state, national, or global communities.

Their power to affect positive change joins groups of like-minded people with shared missions to deliver happiness, help, and heart to the world, and, may we just say – it’s amazing what some of these nonprofits accomplish!

The positive impact nonprofits typically have on their communities is enormous.

So, you may wonder, how do they support and organize all of the information they collect through the external involvement of volunteers, donors, and members?

Impax Microsoft Dynamics 365 for non profit is one great CRM Solution that sees the value of nonprofits and reflects their needs in CRM system functionalities.

 Donor Management

Give your donors the VIP treatment by ensuring that every time your organization comes into contact with them your representative is up to speed on their giving patterns. Capture essential information at the time of first donation, and track the status of your fundraising campaigns.

Grant Management
Impax Microsoft Dynamics 365 for nonprofit is configured to offer nonprofits ways to track grants, starting with the application process to being awarded the grant. Users can also set up recurrences that remind them to renew or reapply for grants. These recurrences can be set up so only a select few are notified about them, or the whole team can be.

Effective Donor and Volunteer Management

Microsoft Dynamics 365 comes with Office 365 and PowerBI to connect CRM managers and fundraisers with donors and volunteers to help increase donations and volunteerism. Not to mention, Microsoft Dynamics 365 comes with Microsoft Social Engagement to help nonprofits analyze digital trends on popular social media platforms that show them impactful they are in the digital sphere.

Cost Savings
Most nonprofits have limited budgets, so Microsoft Dynamics 365 strives to keep the cost of its system low so nonprofits have options with quality CRM management.

Connect with donors and volunteers

Earn donors for life with customer relationship management (CRM) capabilities. Take contextual information into every conversation and enable personalized interactions through a 360-degree view of donor and volunteer engagements.

Ease of access

Impax Microsoft Dynamics 365 for nonprofit can be deployed as a cloud-based solution for easy access especially to those in field service. Data is available anytime and anywhere so decisions are made easily onsite and offsite.This type of CRM solutions does not require a lot of IT support. Amore dedicated team of consultants will help you make sure that your systems deliver optimum results.

 Automate Reminder Emails

Keep your cause top of mind with highly targeted emails reminding people to donate, vote, or show their support online. D365 triggers emails based on member type, date since last donation, or anything else you can think of within the system.

Integration to online payment Platforms

Impax Dynamics 365 for nonprofit provides integration points to online donation platforms like PayPal and stripe. This includes tracking of online donations from individual donors and sending automated thank you’s once payment is received.

Integration to Dynamics 365 Finance and Operations

Impax Dynamics 365 for nonprofit integrates with Dynamics 365 Finance and operations for Financial management of donations and Grants received.

MailChimp addon and power BI

This is an email marketing tool that allows you to send emails to hundreds or thousands of recipients all at once. It is essentially a tool you can use to create and manage mailing lists and newsletters, as well as automate your email campaigns and collect leads. Impax Dynamics 365 for non-profit integrates with MailChimp with ease to use static or dynamic CRM marketing lists to send out bulk emails such as newsletters, special offers, and more, all from within Dynamics 365.

Microsoft Power BI 

  • It is the primary Business Intelligence tool for Microsoft Dynamics 365. It provides rich interactive dashboards, reports, drill-downs, and offers various filter options. Impax Dynamics 365 for nonprofit uses Power BI as a tool that lets users analyze data and share insights.

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