New capabilities available now in Microsoft Fundraising and Engagement
I am excited to share new capabilities available now in Fundraising and Engagement, part of Microsoft Cloud for Nonprofit, to help nonprofits across the globe exceed their fundraising goals, serve more beneficiaries, and deliver more effective programs.
Optimize your outreach with LinkedIn Sales Navigator: Engage with a significantly larger prospective donor pool by leveraging LinkedIn Sales Navigator right from within Fundraising and Engagement. Using self-reported information from LinkedIn, uncover deeper insights about existing supporters through content and engagement spotlights that help fundraisers tailor their cultivation and solicitation approaches, and discover direct paths to prospects, at scale, by leveraging your organization’s network.
Save time and resources through streamlined donation management: Empower your staff to spend more time on high impact, strategic work by reducing manual workloads and automating business processes. Secure payment processing and recurring giving that donors can trust is powered by Azure, with redesigned donation, payment schedule, and pledge forms and workflows to save gift processing time, ensure accuracy, and enhance role-based security.
DonorSearch Integration: The premier prospect research solution for nonprofits, has developed, a game-changing application that delivers its unmatched store of charitable giving data, wealth intelligence, and predictive modeling to the Microsoft Dynamics Fundraising and Engagement. The DonorSearch app plugs right into the powerful Microsoft Dynamics 365 CRM or Fundraising and Engagement.
Please reach out if you any questions.
330-929-1353 x 5224
My account reps just don't prospect or even follow up on leads we provide! What can I do?
Dear Barb -
One of the challenges that we often see from a CEO is really trying to drive account managers to do prospecting and to reach out and follow up on leads.
A CRM system provides vision into what is happening, or not happening with leads provided to the account manager as well as vision of the sales VP and CEO.
My account managers have limited time and with so much distraction they often appear to not know what to focus on. How do I help them? -- James, Sales Manager
Sellers do have limited time, and in deciding how to focus many rely on guesswork or intuition. That leads to sub-par decisions and incomplete actions when interacting with customers or following a sales process. Here are 4 steps you can start taking today to help them improve their outcomes.
1. Cut anything that is not sales related.
When organizations assign or let account managers perform customer service tasks or get involved with marketing, they are providing a manager with the number one excuse for not selling.
I have a client who is a CFO and she is concerned that her sales team is rapidly becoming Zoom-Zombies on time-consuming internal web meetings. Isn’t there a way could help them see that they could be using our Dynamics 365CRM to help their team work better from home?
Meetings aren’t all bad – and can be a great way to stay socially connected. However, we know that in general internal meetings are:
As reported in DestinationCRM.com, the most recent “CMO” Spend study by Gartner showed marketing budgets falling from a high of 12.1% of company revenue in 2016 to 11.3% in 2017. While cuts have varied across industries, retail and manufacturing were the hardest hit. While retail is going through some major changes, the study suggests that “manufacturing is adapting to emerging yet complex B2B2C opportunities”.
Schedule a Call