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.
CRM with Marketing Automation: Benefits, Tools, and Challenges
The default CRM setup only records data about and for one-on-one customer interactions. Imagine a situation where your sales and customer service teams have a complete, 360-degree view of each customer from the CRM. They can see every prior engagement with the...