crm Customer relationship management
CRM
 
 

CRM stands for Customer Relationship Management. Being a non-profit focus company Atlas’s definition of CRM is Constituent Relationship Management. Constituents are the individuals and businesses who support your organization by contributing time, money and resources. Atlas CRM is a process or methodology used to learn more about the Constituent and Program needs and the behaviors in order to establish stronger relationships among them. CRM has technological components to it; however it can be considered as a tool that helps bringing together information about Constituents, Donors, Program, Events, Fund Raising Effectiveness and Responsiveness to apply best practice.

Atlas CRM is a productive tool that guarantees technical use in businesses processes and allows human resources to gain insight into the business, retain the valued Donors and ensures High Productivity.

We design CRM for non-profit organizations with the following basic understanding of Non-profit need:

  • Plan and execute fundraising Events.
  • Use Volunteers to execute the Event (Campaign).
  • Get Gift (Donation or Pledges [i.e. monthly/timely commitment to donate]).
  • Acknowledge the Gifts/Donation/Pledges by send letters.
  • Match the Gifts to Participants [i.e. who receives gifts] for the specified Program/Event on which donations have been raised.
  • Analyze top Donors, Lapse Donors, Send Reminders, Quarterly/Year end management reports to make decisions, Donations data import process etc.

Atlas CRM facilitates:

Constituent Service Management: Manages Donors, Sponsors, Volunteers, Resources and Tracks to support constituent interactions from contact through resolution.

Fundraising: Campaigns, funds and appeals management are the foundation of successful fundraising efforts. Campaigns are the overall objectives for raising money and to execute fundraising/appeal initiatives via e-mail, direct mail and telemarketing. A fund is considered to be a specific financial purpose for a gift. Appeals track the sources of the organization to generate gifts.

Gifts/Donations Management: Manages post wide variety of donation types and pledge. There are various types of gifts like cash, pledge, stock/property, gift-in-kind, recurring gift, planned giving and other.

Program Management: Manages programs to facilitate donation/gift matching to the gift-recipient.

Pledge Management: Management of the pledge life cycle.

Payment Processing: Support all major payment processing.

One-to-One Correspondence: Respond to constituents in a personal and timely manner via email of by letter generation.

Events Management: Create and manage events and attendees. Manage all aspects of events, whether you are organizing an awards banquet, a trustee luncheon, a training class for your volunteers, a holiday party, or homecoming activities.

Task and Activity Management: Make easy planning, assignment and tracking of the actions that is necessary to for day to day work for success of a non-profit business.

Analytics and Reporting: Generates different kinds of productivity and decision making reports to facilitate better grown plan.

Advanced Integration: Import data is generated by responses to direct mail, contact centers and e-mail.