Build the Perfect CRM for your Charity

9 Jul 2020

During these uncertain times, your charity or non-profit organisation may not be thinking about embarking on large, financially-exhausting projects, however the pressure to return to normal persists.

Total Enterprise Solutions understand the challenges these sectors face, and that’s why we’re here to help you build the most effective CRM system to meet your operational needs.

By keeping your budget and time-scale in mind, TES can phase your build, delivering an end-to-end CRM solution at a pace that suits you.

Delving into CRM with the Basics

Microsoft’s comprehensive platform provides all the tools needed for contact management – ideal for organisations taking the first step into CRM.

From tracking internal and external communications, through to managing key activities and documents, TES can offer an affordable CRM solution that has got you covered.

There are many proprietary connectors available, so making an integrated system is easier than ever. All accessible through either a desktop or mobile app and hosted in Microsoft’s secure Cloud. 

Enhanced Ways of Working with Dynamics 365 Nonprofit Accelerator

Microsoft is dedicated to developing solutions based on the common obstacles and objectives non-profits and charities encounter, this had led to the development of the Nonprofit Accelerator.

The free-to-use Accelerator allows charity and non-profit organisations to extend their Microsoft-based CRM solution. The additional functionality offered by the accelerator includes fundraising and grant management, with sample applications readily available.

From extensions to the Common Data Model to sample Power Apps, the Nonprofit Accelerator can allow those in the charitable sector to move towards their post-coronavirus ‘new normal’ without an excessive pay plan.

In addition, TES have supported charity and non-profit customers with both the setup of the Nonprofit Accelerator and the creation of personalised solutions using the foundation offered by the accelerator. TES have additional functionality available to further extend and connect your systems for more effective processes.

Further Optimise Your System with TES

As specialists in the charity and non-profit sector, TES understand how efficiencies with technologies such as finance and CRM solutions can support charitable objectives.

We have been implementing Microsoft solutions, such as Dynamics 365, for over a decade. In that time, we have built rich integrations between systems. 

If you’re thinking of migrating to a new CRM system, TES offers a Discovery Session to determine your minimum requirements, including any data migration needs and security permissions.

By working closely with you, we can discuss how to best set up your CRM using our expert-led phased implementation approach, enabling us to provide you with a project estimate.

Contact TES for Your CRM Solution

Get in touch to schedule your Discovery Session with one of our CRM consultants and get up and running with TES in no time.

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