If you’re using Raiser’s Edge and you want to incorporate more customer relationship management (CRM) approaches into your fundraising, but find that Raiser’s Edge doesn’t support them, you have some options:
In this article, I’m sharing some things to know if you’re considering a move from Raiser’s Edge to Microsoft for your fundraising needs.
First, let’s get this out of the way: If you’re not familiar with Microsoft’s offerings for the nonprofit sector, you might not automatically think of Microsoft for your fundraising needs. But keep in mind that considering a move to Microsoft Dynamics 365, is not a direct comparison with Raiser’s Edge. Raiser’s Edge is a fundraising-specific product, while Microsoft Dynamics 365 offers a CRM platform on which fundraising (and many other) products are built.
This is a different way of thinking about the nature of your fundraising software, but it can pay off if you want to do more with your fundraising program than Raiser’s Edge can support. Yes, moving to a new solution takes time and effort, but in the end, you can not only get similar traditional fundraising functionality to Raiser’s Edge, but you also get much more.
Let’s first talk about Fundraising and Engagement.
Late last year, Microsoft announced Fundraising and Engagement for Dynamics 365 Sales — a Microsoft solution built with MISSION CRM. Fundraising and Engagement is a free, open source solution built on top of the Nonprofit Common Data Model and Microsoft’s world-leading business application platform, Dynamics 365. Out of the box, the solution offers immediate access to real-time information about donors and prospects so you can engage them in a personalized way. Key areas of the solution include:
One of the unique things about the Fundraising and Engagement solution is that it’s interoperable with the Microsoft technology stack. That means it works with other Microsoft solutions, including:
The bottom line is that Fundraising and Engagement offers an attractive, modern fundraising solution with the added benefit of interoperability with other Microsoft technology.
Learn how the Arthritis Foundation has adopted Microsoft products for nonprofits to accelerate their digital transformation: Watch the on-demand webinar, Digital Transformation with Microsoft Products for Nonprofits.
If you’re using Raiser’s Edge to support fundraising activities, and you think it might be time to look at other solutions, Microsoft might be a fit for your organization.
At Heller Consulting, our goal is to help nonprofits find the best technology solutions for their specific needs — not just point everyone to a particular system. So, if you are considering a move from Raiser’s Edge to the Microsoft Fundraising and Engagement solution, but you’re not sure how to move forward, we can help. We can work with you to evaluate your use of Raiser’s Edge, choose the right solution to meet your needs, and build a tech strategy that serves you now and keeps your fundraising going strong. Contact us today to get started.