This Donor Management journey demo shows a journey focused on donor stewardship and the personalization available in Dynamics 365. The demo shows the efficiencies of the system for this journey including: Constituent management, Compiled account-level interaction timelines, Reporting, and an Automated event management process.
Customer Data Platform Requirements – Complete Checklist
When researching and perusing through a daunting list of customer data platforms, you may be spoiled for choice. Each platform looks much like the next one. Perhaps you haven't mapped out your needs first, which would help you match them to specific features. Where...