Category Archives for "Dynamics Association Blueprint"

Will migrating to CRM from legacy software benefit your Membership Association?

For many Membership Associations the thought of migrating to CRM from a legacy Association Management System (AMS) can be intimidating. The legacy system might not be doing the best job, but it is doing a job and as an Association leader you’re often accustomed to just getting by.   Besides, migrating to CRM is probably too expensive, you might think.   We are […]

4 reasons why Membership Associations should track continuing education

One of the most important things a Membership Association does is track continuing education for its members. However, without an effective CRM system this can be a time consuming task for associations that are already stretched thin. Here are 4 reasons why Membership Associations should track continuing education. 1 – Making sure best practices are […]

What’s the best CRM for charities?

As anyone that works in the charity world knows, fundraising is a year-round effort. You need to be constantly running campaigns and taking advantage of everything at your disposal to give you an edge in the hyper-competitive world of fundraising. That’s why you need to use CRM for charities. However, the amount of money allocated […]

How Dynamics 365 benefits non-profits

CRM software isn’t just for sales-based businesses nowadays. Learn how Dynamics 365 benefits non-profits too! When most people think of a non-profit organization, they probably think of a small, earnest office full of people that are doing their best with limited resources. The staff are motivated by a cause rather than profits and growth – […]

A new CRM for Membership Associations

Although the benefits of moving to a CRM for Membership Associations are obvious to most, it can be a challenge to find the right solution that is easily adapted and affordable. After all, change can be difficult. For many Membership Associations the thought of migrating from a legacy system to a CRM system such as […]