405 W Superior St, Ste 707 Chicago, IL 60654
Omnichannel for Customer Service Automation for a US-based Manufacturing Companyย
Aboutย the client
CGIAR is a France-headquartered non-profit organization and a global research partnership working towards a food-secure future. The organization is dedicated to reducing poverty, strengthening food and nutrition security, and upgrading natural resources and ecosystem services.
The Project
We built a custom CRM for a Non-profit Solution for CGIAR Systems Organization using Microsoft Dynamics CRM for Sales. The solution streamlines and automate various organizational processes such as donation tracking, donor nurturing volunteer management and fundraising management.
- Constituent management: 360-degree view and tracking of constituent’s data
- Donation management: Track incoming donations and commitments
- Fundraising Management: Across Gifts & Grants
- Grants/awards management
- Custom Approval Workflows
- Financial Management
- Connecting beneficiaries and program delivery
- Customer engagement and Content Management
- Integration with PowerBI and Outlook
- Integration with Microsoft Teams and SharePoint
Outcomes
With a custom Microsoft Dynamics 365 Nonprofit CRM, CGIAR is now able to deliver better levels of service to its partners, donors, and others in the network. The organization is also observing a noteworthy decline in its internal costs as most of the manual processes are now automated. As a result, CRM for Nonprofit in a secure Microsoft environment is paving the way for the leaders to make smarter decisions, and the level of resources going directly to beneficiaries has drastically increased.
- Compliance with increased data transparency
- The exponential increase in giving
- Data-driven decision making
- Automated next best actions for donor nurturing
- Streamlined internal communications and task assignment
- Increased donor retention and loyalty across gift types
Read Our Success Story
INDIANA: 201 N Illinois Street, 16th Floorย South Tower Indianapolis, IN 46204
ILLINOIS: 405 W Superior St, Ste 707 Chicago, IL 60654
