Not for Profit, Charities & Membership Organizations
Rimrock Corporation has a fully integrated solution that will help you better manage critical elements for Non-for-profit, charity & membership agencies:
- Manage membership type, reports, source, donations and many more.
- Membership renewal alerts and email automation.
- Track all transactions against membership.
Donation Management and Moves Management
- Track all donations against members, contacts, volunteers and businesses.
- Set up annual, monthly, weekly or one-time donations.
- Perform queries based on membership, programs & transactions.
- Track the entire sales process all inside of CRM starting from cultivation & analysis to uploading a signed contract.
- Assign quotas to sales staff and track their activities for improved sales effectiveness. Learn where your company’s leads are generated, your most profitable sales staff and your lead to conversion rate.
Education, Camp & Event Management
- Track all event information & details. (Dates, location, ticket sales, volunteers, staff, services, sponsorships…etc.)
- Event calendar to book resources that will automatically notify you of conflicts with staff, dates & locations.
- Consolidate all transactions coming through CRM.
With this solution, you can easily access and cross-reference data, automate tedious operations and administrative processes, and provide timely reports to run your organization more effectively.
- Improve productivity.
- Analyze expenditures against budgets.
- Assign users, projects, and general ledger accounts.
- Use actual-versus-budget comparisons.
- Prevent overspending with automated warnings.
- Automatically summarize your organization’s important data.
- Streamline ongoing expense reporting.
- Reduce errors.
- Track encumbrances to ensure that total actual expenditures do not exceed the appropriations.
- Reduce budget surprises.
- Strengthen financial integrity.
- Add committed purchases to financial reports.
For more information on Microsoft Dynamics for charity and not-for-profit organizations, please contact us today.