Paladin Microsoft Dynamics 365 for nonprofit 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
Paladin 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.
Volunteer Management
Microsoft Dynamics 365 comes with Office 365 and Power BI 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 Saving
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.
Power BI
Microsoft Power BI is the primary Business Intelligence tool for Microsoft Dynamics 365. It provides rich interactive dashboards, reports, drill-downs, and offers various filter options. Paladin Dynamics 365 for nonprofit uses Power BI as a tool that lets users analyze data and share insights.
Ease of Access
Paladin 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.
Payment Integration
Paladin 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 Auto thanks you once payment is received.