Bring all your relationship management data and processes together
We can help you get up and running using Microsoft Dynamics 365 and Office 365 to make your everyday tasks, relationships, and stakeholder management workload simpler and more efficient. This includes:
- Unifying your stakeholders and relationship data in Dynamics 365
- Linking your stakeholder data with your everyday interactions and documents in Office 365
- Improving your team's ability to collaboratively serve your purpose using Microsoft Teams
See and measure what's going on across the organisation
Our team can help you consolidate the data residing in separate systems across your organisation into cohesive operational, management and funding reporting to make your critical reporting tasks easier and less time-consuming.
Organisations we work with use Dynamics 365 and Power BI to:
- Track services provided, for funding reporting
- Understand donors and donations, churn, and trends
- Measure the efficacy of the hard work the team puts in
Keep donors engaged and attract more donors
We have experience working with organisations like yours in New Zealand and Australia. We understand donor and member management systems, to the extent that we've also created template functionality to help you get up and running on Dynamics 365 more quickly. We can help you:
- Improve donation management using Dynamics 365 and your payment platform of choice
- Connect your online donor website with Dynamics 365 to improve donor experience - and your data quality
- Increase engagement with donors through digital communications (email, chat, SMS)