Non Profit & Member Associations
Microsoft Dynamics ERP, CRM & Cloud for Non Profit, Not-for Profit and Member Associations
Solutions that adapt and scale with your growth
Non-for-Profit organizations, Associations, Charities and Membership-based Associations come in all different shapes and sizes. One thing however remains true, the need for a cost-effective yet feature rich ERP and CRM that requires minimal end-user training, is easy to use, and is hosted securely in Canada or USA.
Endeavour can help you obtain special non-profit subscription pricing from Microsoft for your cloud applications. (Significant discounts available).
Financial Management: For those who rely on grant and fund management, Microsoft Dynamics GP or Dynamics 365 Business Central allow organizations to set up amounts, categories and details for donations to assist administrative staff in their entering and tracking of transactions from specific funding sources. Functions are further expanded with Power Apps and Power BI for an accelerated flow of work.
Customer Service: For those that rely on membership billing and renewals, key functions can be quickly extended to the web for customer self-service and online e-commerce. Microsoft Dynamics 365 for Customer Service (Microsoft CRM 2024) delivers accurate reporting for a 360 degree view of customers, members, stakeholders and transactions while upholding strict security and confidentiality requirements for sensitive information. Microsoft has released no-charge specific industry accelerators that can help to speed up your time to launch while also reducing the cost of implementation.
Non-Profit Industry Accelerators: For Endeavour custom CRM and ERP development with Power Apps and the Microsoft Dataverse (Common Data Model) for Canada and USA client https://github.com/microsoft/Industry-Accelerator-Nonprofit/releases
As a Self-governing Body, Medical College, Member Association, User Group, Charity, Centre for the Arts, or other Non Profit organization, with Microsoft Dynamics ERP GP, Microsoft Dynamics 365 for Service, Microsoft Azure and Microsoft Office 365 you are able to:
• Manage membership growth and marketing campaigns
• Automate member renewals, subscriptions, and tiered billing schedules
• Automate your Grant management and reporting
• Streamline compliance and regulatory reporting
• Manage operating budgets and Fund budgets
• Slice and dice reporting for different donors and grants
• Manage investigations for regulated members such as doctors, physicians and surgeons
• Manage and engage with volunteers using pre-built Microsoft tables
• Actively manage your Encumbrance and Commitments
Here's why you should consider working with us
BI and KPIs for Non Profit & Member Associations Companies
Beyond the Sales, Accounting & Finance KPI dashboards, Endeavour recommends looking at:- % Renewal Rate
- Year over Year Donner Growth
- Employee Utilization
- CSAT and Survey Participation Rates
- % Online Self-service
- Website Conversion Rates
- # Open Member Investigations
- # FTE per 1,000 Members
- 30-day Ave. # Clients Served
