With not for profit organisations going through tough times like the rest of the UK, recruiting and maintaining volunteer bases and engaging with new audiences is a constant battle. So, to help, Caltech – one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM) systems – is this week launching a brand new white paper entitled Succeeding Beyond Recession: Five Priorities for Not-For-Profit Organisations which focuses on how technology can help not for profit organisations to achieve their goals.

The comprehensive document details how organisations of all sizes can influence supporters and gain trust using CRM. The system, which is widely used to great effect in the private sector, allows users to track and manage each and every contact; from supporters and volunteers to stakeholders. It can also automate repetitive tasks which in turn improves efficiency, allowing staff to spend more time on the critical matters of business. 

An effective and well managed CRM system can also ensure that NFP organisations speak to their contacts regularly – usually every 30 to 60 days – about topics that are relevant to them as messages can be quickly and easily segmented and sent. The main areas that will benefit from this white paper will be: fundraising management, volunteer management, special event management, membership management and donor/supporter management.

Phil Callaghan, managing director of Caltech and publisher of the white paper, commented; ‘Just like any private business, it is essential for NFP organisations to establish what it is that they want to achieve and then work out how CRM can make this happen – both now and for the future. 

Phil concluded; CRM implementation affects nearly everyone in the organisation, so it is essential to approach it in a structured manner to minimise risk, reduce costs, provide a high level of return on investment and give ongoing capability to raise more money going forward. The aim of the report is to provide an easy to use and practical guide that can be put into practice’.

Complimentary copies of Succeeding Beyond Recession: Five Priorities for Not-For-Profit Organisations can be sourced from Caltech by calling 01924 507 280 or by emailing George@caltech.co.uk.
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Notes to Editors: Caltech is one of the UK’s leading suppliers and implementers of Customer Relationship Management (CRM) software. It works with clients to manage their customer contact strategies, operational processes and daily business functions in order to maintain audience loyalty, increase awareness and ultimately drive sales. This is achieved by recommending, implementing and developing the very latest database technology including; Microsoft Dynamics CRM, GoldMine, HEAT and ACT! By Sage. Integration is at the heart of CRM so Caltech only implements systems that work hand in hand with a client’s existing software from accountants systems to telephony packages ensuring optimum benefits and results every time.