RSM Quick Start for Nonprofits

Our solutions are designed with our extensive vertical expertise and are built for Microsoft Dynamics 365 for Customer Engagement customers who are looking to extend the power and functionality of their solution investment.

RSM has developed a Nonprofit Quick Start solution to manage areas that organizations have struggled with on spreadsheets and in siloed systems. Managing the Grants, Donor, Gifts, and Volunteer processes in a person centric way enables associations and other types of organizations to work with people serving the organization in a personal way, while allowing data to roll up for board and leadership consumption.

Many Nonprofits need an edge. This comes in the form of a CRM system. There is a stigma that systems are expensive and take a long time to implement, this does not have to be the case. RSM’s Nonprofit Quick start will get you the critical centralized system you need in weeks, not months.

Key Metrics

• Donation and pledge management
• Basic membership management
• Volunteer tracking
• Campaign management
• Case management

Constituents Communication

• Present them with the right information about your cause
• Engage with them through the right channel and frequency
• Gain an understanding of their interests

Optimized Technology

• Modern technology available through browser and mobile devices
• Built to tie seamlessly in with the Microsoft stack, including Office, SharePoint, and Power BI

Person Centric

• See metrics by individual
• Role data up by household and employer
• Track communication
• Understand all interactions from all areas of your organization

With a low cost, quick to implement system, RSM has provided a meaningful way to introduce CRM technology. Our Quick Start solution has eliminated the need for disconnected systems and spreadsheets to support reporting. RSM’s Quick Start also allows organizations to collect data in a user friendly, familiar way, while creating powerful dashboards for boards and management to understand the pulse and finances of the operation.