How a CRM Like Dynamics 365 Can Free You To Focus on What Matters

By: RENSkyTech
BRISBANE, Australia - May 24, 2021 - PRLog -- A Customer Relationship Management (CRM) system's main role is to help you use your time more wisely.

Let's look at the key areas your not-for-profit can benefit from.


Who are your best donors? What matters to them? What did they say during your last interaction? Knowing the answer to these and other key questions ensures that your donor teams call the right people at the right time and communicate with them in the way they would like. A CRM provides that information at your fingertips so that your donor teams can bring in more revenue for every hour spent working.


Volunteers and employees working in the not-for-profit sector can spend large amounts of time searching for contacts, entering client data or completing other administrative tasks. A CRM streamlines this process to free up more time for core tasks. How much more effective could your not-for-profit be if you could spend more time communicating with stakeholders, developing new strategies and training staff than you did filling out forms and hunting for contact information?


Complying with laws around occupational health and safety, tax, privacy, financial probity, employment conditions and fundraising can be onerous. A CRM simplifies the process to reduce the chance of error and the time required by staff to ensure you meet your obligations.


By using a cloud-based CRM and Office software, your volunteers, team leaders and other key staff can share information and update documents in real time and 'get on the same page' far more quickly. This means you can more rapidly progress projects, deal with problems and capitalise on opportunities. Cloud-based CRMs make your team more cohesive and effective.

We believe implementing Dynamics 365 is the best way your organisation can save time, target the right donors, comply with your obligations and create more effective, collaborative teams. However, the CRM alone is not enough. You need to ensure it's tailored to your specific organisation's needs. For example, your donor team might need to collect specific information from new leads to sign them up. The Power Apps function within Dynamics 365 makes it easy to create custom forms for that purpose that your team can use. You also need training in how to use the CRM properly. We make that training targeted and simple to understand.

Our team aren't just technical specialists, they're business specialists. Any technical solution we recommend is done because it solves a particular business issue and lets your staff spend time focusing on the work that matters.

For more information on what we can offer, visit

Russell Nankervis
Tags:Microsoft Dynamics 365
Location:Brisbane - Queensland - Australia
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