The way that you work

Donor Management software will help to support your organisations goals and strategies and should work the way that you do – you won’t need to work the way that the system does!  The software should be one that makes your life easier, isn’t just another thing to do and helps you do more with less.

That’s where Microsoft CRM (xRM) can help.

xRM is anything relationship management and is tried and tested.  Microsoft CRM supports management of all sorts of relationships, processes and communications and is highly successful in the not for profit industry supporting donor management, fundraising management, events etc..

What you need it to do!

Start by thinking what you require of your donor management software.  What process would you like it to automate or aid?  In an ideal world what can it achieve for you?  Some ideas should include quick segmentation of the donor data, recording of donor activities, facilitation of communications such as direct mail, and quick easy reporting.  However Caltech advise to think wider and deeper about what your donor management software can do for you.  xRM will manage almost anything.  Caltech have worked with organisations that are matching donors with projects and web based queries that run directly through their systems, taking manual time consuming jobs and expediting them.

It is also important that your donor management software can give you crucial reporting so that you can monitor what works, are there any trends, who are you best supporters and so on…  In Microsoft CRM this reporting can be generated without an IT expert at hand!

Microsoft CRM is easily tailored so it speaks the same way as your organisation does, and it is a system used by small to very large organisation all over the world.  With this in mind it would be difficult to outgrow this donor management software choice.

Think about integration.  How can you integrate your donor management software to speak to other systems of requirement.  How can you maximise the data that you may want to incorporate?

Regular reviews will maximise the effects of using Microsoft CRM.

Costs

Microsoft CRM as a donor management system can be very cost effective.  If you organisation is a not for profit organisation, Caltech offer the licenses as a significantly reduced rate.  Contact us to find out more about our pricing tiers for not for profit organisations.

End User Uptake

Ensure that everyone in the organisation is on board.  Microsoft CRM has a high end user uptake as it is an extension of Microsoft Office Outlook.

Caltech have knowledge and expertise in working with the not for profit  sector which will aid your requirements and also ensure that you get the system you require without wasted time and money.

To find out more about donor management software or xRM, contact George@caltech.co.uk or register for our not for profit forum on 9^th March 2010 in Leeds City Centre.