With demand for social services increasing, organizations are feeling the need to improve their case management capabilities by partnering with a case management solution provider. These solutions allow organizations to effectively manage client data, efficiently track and report on client outcomes, and ultimately provide greater quality of service. When selecting a solution for your organization, there are many features that are important in order to serve your clients effectively. The following are 4 features that are essential to a case management solution in order to ensure the highest quality of care and program delivery:
As relationships and interactions have become more important for the Public sector, we have seen a shift from Altus bringing up Portal functionality with clients, to organizations having it on their list before they even reach out to us. For years, multiple Microsoft partners have been vying to be the best at meeting the Portal demands of organizations, and Altus has worked with several different tools to find the optimal solution for meeting the needs of our clients. Over the last few years, we settled on a portal that had the richest functionality and best integration to Dynamics CRM. Microsoft thought the same and acquired the portal partner in 2015, adding it to a growing set of tools that organizations can leverage to expand functionality. Below is a quick insight into the functionality and what you can expect to come:
Dynamics NAV is full of little user tools that can help speed up your daily activities. Because there aren’t flashing red lights around all of the benefits, we wanted to highlight some of the key tricks within the solution:
While Microsoft has provided continual increases to Dynamics CRM end users with the last few releases, sometimes some of the small UI or data entry benefits can be lost because they need to highlight other areas or tools.
Here are some of the top tips and tricks we’ve come up with for Dynamics CRM end users:
When it comes to your organization’s software, the dream solution enables a seamless flow of information between multiple systems. The goal is to have information pass from one department to the next without users having to open up a number of different solutions to complete the process – what a headache!
Over the years, there have been a variety of tools for integrating Dynamics CRM and Dynamics ERP with one another that have attempted to make that dream a reality. While they all posessed Pros, they also came with Cons - no solution seems to be capable of achieving everything users need in terms if integration. Until now.
When your organization is in the Social Services industry, it can sometimes be easy to lose track of the social part of it all and just focus on the service aspect. Of course, providing excellent services is extremely important, but staying in touch with your clients’ needs and records is crucial to ensure that you are optimizing said services. Client Engage, built on Microsoft CRM, has the ability to give your organization a powerful client management solution and has two very important benefits to assist you in your mission.
Being a responsible global citizen is an immensely positive and popular trend in society these days, especially amongst millennials. With donation campaigns going viral worldwide, Nonprofits have more opportunities to catch the attention of potential donors than ever before. While this is an amazing trend, it also means that Nonprofits are going to be competing with each other for the mindshare (and wallet share) of donors.
Now that it’s nearly halfway through December, you have probably started to feel "the wave" at your nonprofit.
The wave of donors – new and current – coming into your organization and contributing to help you meet your year-end objectives. It is estimated that $30 billion is donated to North American charities during the last two days of December alone. Many nonprofits receive almost half –or more– of their annual donations in the last few weeks of the year. And you were ready for them, as you are every year. You prepared for #GivingTuesday, wrote thank you letters, and created a differentiated year-end campaign. But what do you plan to do after the holiday giving season? How can you keep the holiday giving spirit all year round?
Use technology! With the proper systems in place during the holiday season, you can make it easy for donors to give in the future.
It’s coming: the end of 2015.
For your nonprofit, this means it is time to strategize your fundraising appeals to maintain the momentum of #GivingTuesday. But with so many other organizations working to engage current and prospective donors during this critical time, you must differentiate your strategy to ensure that your appeals cut through the noise of the holiday season. To help you design your master plan, we’ve listed some great ways to help make your holiday fundraising campaign stand out and above the rest:
As we approach the holiday season, it’s crucial to make sure you’re ready for the year-end giving season. But your end-of-year work doesn’t end in December.
As the New Year begins, you have one important challenge to face: how can you make sure you’re going to retain as many of these new donors as possible?
You start with a thank you! And leveraging these “Thank you!” best practices will put you one step closer to the enviable donor-who-doesn’t-look-back.