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MS Dynamics CRM Definitive Guide

Implementing a CRM solution on the Microsoft Dynamics platform which meets the needs of a professional membership body, or association, is a complex project which requires careful consideration and planning. In this updated version of our Definitive Guide, launched at our inaugural TechSmart NFP summit in November 2016, we highlight a range of features a […]

The automation dilemma

One of the foremost advantages most of our clients are looking for when they’re planning to invest in a modern CRM solution is the introduction of workflow automation. This is expected to help them address a core challenge facing all non-profits, how to deliver more services and benefits using the same or less resources. The […]

Social CRM – is traditional CRM dead?

Social CRM – effectively the integration of social engagement with customer relationship management (CRM) strategies – is arguably the ‘next frontier’ for non-profits and membership organisations who want to ensure meaningful social interactions with members, donors, supporters, customers and stakeholders. Of course, the debate around what defines Social CRM (a.k.a. CRM 2.0) versus traditional CRM […]

Specialist non-profit CRM solutions offer a strong proposition

Over the past five years or more a lot of the hype and buzz around CRM solutions for non-profits has focused on the emergence of Microsoft Dynamics CRM and Salesforce as suitable platforms for technologists to build custom solutions on. Discussion includes the relative merits of “platform and proprietary”, but all the focus is usually […]