Not for Profit CRM

Not for Profit CRM – Helping your Not for Profit Organisation do More

Every penny counts! Especially for third sector organisations. CRM can help not for profit organisations achieve two main goals

Recruit and maintain their volunteer / student base for the long term
Engage with new audiences to reach out to new supporters

xRM is a system that allows organisations to track and manage each client contact, takes away the strain of repetitive tasks and helps to improve the efficiency of organisations. It will help generate more… funding, clients, effective communication, time. Please click here to see the features and benefits that Microsoft CRM can bring to your not for profit organisation.

Caltech has a proven track record in tailoring CRM specifically for the not for profit sector, through either of our solutions, GoldMine or Microsoft CRM. Both are easy to use IT packages that give enormous benefits. We have, and are, successfully working with several customers from this segment including charities, education, local councils, regeneration organisations and many more. The importance of CRM is to ensure that everything is in place before rollout. End users must be on board and senior stakeholders must have buy in. CRM will only work if the organisation is prepared to use the system and the processes that support the organisation. Caltech have expertise in ensuring the the rollout of each CRM system is smooth, the potential of CRM for that organisation is maximised and that the end users are on board to use CRM.

Not for profit customers may be eligible to significant cost savings for Microsoft Dynamics CRM. Discounts on license costs can be over 75%.

Please contact us to find out if you are eligible for these savings, and if you need to know how CRM can work for you on donor management, fundraising management, management information and more….

To receive the new white paper 5 priorities for not for profit organisations, click here.

Please see our case studies for a selection of Not for Profit organisations we are working with.

For a free hints and tips Not for Profit CRM guide, please contact george@caltech.co.uk.

See more about xRM on You Tube

TERMS AND CONDITIONS

NB *This 50 free licenses offer is for not for profits that are registered charities. To receive the free licenses you must have a registered charity number. The licenses will be purchased by the charity and Caltech will credit the license costs back in consultancy time. Each project must have a diagnostic meeting and Caltech will then schedule appropriate days back. There may be additional consultancy days that will need to be agreed prior to purchase of licenses that will have a cost associated to them. Microsoft CRM implementation must be conducted as a project and the licenses cannot be obtained without project management with Caltech IT.

For other not for profits that do not have a registered charity number there may be significant savings. To find out more contact Caltech, george@caltech.co.uk.

Registered Address : Caltech IT Ltd, Unit 66, Annexe 4, Batley Business Park, Grange Road, Batley. West Yorkshire. WF17 6ER Registered in England Company Number 03701887