How REVERTIS can help an NGO or a FOUNDATION with D365 SALES

Microsoft has a series of very interesting advantages in the use of its products for NGOs or FOUNDATIONS, among others, offering free licenses for its products, both MICROSOFT 365 and D365 SALES (CRM).

Project with D365 SALES for an NGO

Whether it is an NGO directly or a group of companies that have created a foundation to channel their charitable activities, Revertis, as an official Partner and specialist in Microsoft solutions, helps you in a complementary way mainly in the following aspect:

• Facilitate and manage the adoption of Microsoft technologies and solutions by the people who make up your NGO.

It is worth mentioning that in Revertis we are directly involved on a personal level in an NGO (KidsUkraine) and we manage in a totally altruistic way its IT department. This is our direct contribution to the cause of this NGO.

Thus, we started our collaboration for KidsUkraine with the purchase of the domain, the realization of the website and the management of social networks and internet. We also focused on providing KidsUkraine with office automation tools.

Next, Revertis implemented the use of TEAMS.

TEAMS allows to incorporate volunteers from all over Spain to the project, specifically from the Basque Country and Galicia two very active people were added who are currently part of the decision-making board of the organization and that would have been difficult to incorporate without the work of dissemination in social networks, information on the Internet and meetings via Teams. From Revertis, we were in charge not only of scheduling meetings with TEAMS, but also of transmitting the use of shared SHAREPOINT for document management, in addition to using PLANNER, WHITEBOARD and other solutions included in Microsoft 365. All of them, tools that have not cost the organization any investment and that have greatly helped to promote interaction and productivity of the people involved in the organization.

REVERTIS can provide the time and resources required to take advantage of all the benefits that Microsoft offers to NGOs. Not only because of the fact that our position as a Microsoft Partner offers us, but and, above all, because of our active participation in an NGO. This position has allowed us to obtain first-hand experience in the main needs that an NGO may have and to offer the advantages that the combination of Microsoft products and solutions together with an experienced partner can bring.

The process to take advantage of all these benefits begins with the recognition of legitimacy of the NGO by Microsoft. In addition to administrative verifications, they make sure that the NGO’s objective is in line with its moral ethics.

Once this stage is passed, the NGO becomes a “customer” of Revertis. Microsoft offers a range of licenses or products completely free of charge. The amounts of free licenses vary depending on the product. The most common are the Microsoft 365 Standard Enterprise licenses. An NGO has totally free the first ten licenses. If the NGO requires more licenses than those granted, REVERTIS has access to a very special rate for NGOs.

We would like to take advantage of this press release to mention that KIDSUCRANIA carried out several small projects and quickly focused on a bigger goal: to organize a week of camp in Spain for some children living in an orphanage in Lviv, Ukraine. To achieve this goal, they started fundraising. The first step was to contact friends and family. Thanks to a series of articles published in the Voz de Galicia, they became known to the general public.

Donations started coming in from people who were no longer family members or acquaintances. From this point on, needs arose such as: Where are these donors from? How did they get to know us? Can the occasional donor be transformed into a partner? How can they be contacted again? That’s when the need to use a CRM to properly manage these contributors began.

When a team starts a project like KidsUkraine, all donations are important. They cannot afford to lose a single donation because of poor information management. A lot of emphasis was also placed on informing donors of the progress of the projects in which the organization was involved.

NGO: Fundraising and Engagement

Once again Revertis looked for a solution in Microsoft’s benefit package for NGOs. Microsoft not only offers 5 licenses of D365 Sale (Customer Engagement) but also a whole vertical specifically for NGOs: Fundraising and Engagement.

This vertical allows you to manage all the operations of an NGO. The list of functionalities is too long for this article, but we can assure you that the vast majority of NGO needs are covered: management of donations assigned to specific projects, grouping of contacts by family nucleus, management of income forecasts based on commitments made, issuing of receipts, etc. …..

In the end, NGOs or Foundations have some needs that are very similar to those of other commercial companies. CRM is a key tool in their information management. The implementation of CRM D365 SALES within an NGO is a process similar to that of a commercial company.

The data is very scattered at the beginning; contacts, phone numbers, addresses, all scattered among the different members of the NGO, … Projects are managed with isolated Excel files. The receipts are done in a Word document etc. …. Marketing campaigns are done with free tools that require contact lists to be uploaded. There is no single record where all the activities carried out can be consulted. In short, we are faced with situations similar to those faced by a commercial company that is considering installing a CRM.

D365 SALES is Microsoft’s CRM. It is contracted per user with no minimums. This solution does not require the purchase of infrastructure. Microsoft takes care of everything. With your same Microsoft 365 user, you connect to D365 Sales. The D365 SALES App on your phone is native. All you need to do is download it and log in with your username and password. Its native integration with the Microsoft 365 suite reduces implementation and learning times.

If your company has a foundation, if you are an NGO or if you are a private company, Dynamics 365 Sales is the ideal CRM to increase your sales force. Revertis can help you implement the solution at your pace and according to your needs. With more than 10 years of experience in Dynamics, Revertis is the ideal partner to team up with.

Do not hesitate to contact us for your business project.