The wheels are in motion and you want to get moving. Now what?

MISSION CRM is here to support nonprofits of all sizes seeking to modernize their donor engagement and fundraising operations on the Microsoft Cloud for Nonprofit and Dynamics 365. We provide services to complement your team and to help meet you where you’re at. That’s why we label our implementations “Momentum.” There are no cookie-cutter implementation options. Yet we’ve been there and done that before and can help you achieve more with less time and effort. Momentum services are limited to implementations of Fundraising and Engagement and MISSION CRM.

Fast Track Approach

You: are ready for Fundraising and Engagement with Dynamics 365. You have a list of donors, donations and accounts which need to be imported from Excel. You are comfortable with technology and are ready to learn. You need someone to show you the ropes, configure the CRM to meet basic fundraising requirements and then you will take it from there. You can move quickly and need a partner who can help, and then get out of the way.

We: helped build Fundraising and Engagement with Microsoft. We know the product inside and out. We will get it installed, integrated with Azure, configured to match best practices, import your lists, and provide you with standard training to give you the momentum you need to succeed.

How: During the 4-week engagement we will meet regularly with your designated CRM champion. We will deploy and set-up Azure and Dynamics 365. We will configure your gift receipts and acknowledgements, security roles and a payment gateway. Then we will provide training to launch your confidence and stick around for a couple of weeks to ensure you have got what you need after Go Live.

Standard Implementation Services

We have “been there, done that” many times before and while we do not believe in cookie-cutter services, we do believe there are standard configuration and implementation components every client needs. Our deep experience with Dynamics 365 and nonprofit industry knowledge enables us to help your organization utilize the CRM successfully and efficiently, without your staff having to learn complex engineering skills or one-time-only initialization processes. We will implement user security roles, workflow processes and templates for receipts, payment gateways, configuration settings and more.

Advancing their mission

At MISSION CRM, we’re proud to partner with amazing organizations who are advancing their missions every day, in part through technology powered by MISSION CRM and Microsoft.

Mission: To protect, educate and empower children to rise above adversity using the power of play.

See how MISSION CRM is helping Right To Play scale their monthly donor program and reach more children.

Mission: The Arthritis Foundation is boldly pursuing a cure for America’s #1 cause of disability. We champion the fight against arthritis with life-changing resources, science, advocacy and community connections.

Read how switching from the organization’s legacy CRM to Fundraising and Engagement for Microsoft Dynamics 365, combined with MISSION CRM’s added functionality, saves the nonprofit nearly $1 million annually.

Full-Service Implementation Services

You have many complex organizational processes, potential business-units, integrations, and requirements which may feel daunting. “How in the world can we possibly change our CRM, it’s so integral to every facet of our fundraising and operations!” This is a common challenge many organizations are facing. You have piles of old data, rife with duplicates, gaps and inconsistencies. You have stakeholders, board members and coworkers with opinions, ideas and requirements that are overlapping and at times in conflict. You are confident Microsoft Dynamics 365 is the right destination, but navigating the journey requires expert assistance.

This is where we shine. Our team of project managers, consultants, business analysts, data engineers and technologists bring deep experience to help nonprofits like yours. We build the Fundraising and Engagement solution with Microsoft. Our entire business is focused 100% on working exclusively with nonprofits who want to take advantage of the Dynamics 365 platform for their revenue operations.

Data Conversion Services

Your data is the most important asset your organization has. Moving from one database to another is not a task on the project plan but a critical component to your long-term success. Our plan is to convert your legacy data to its new home in Dynamics 365 and the Common Data Model for Nonprofits (as if it originated there) and not just dump it in place. You need to analyze your data to inform your strategy and enrich your donor relationships.

Our approach to any data conversion is to start with a data diagnostic to “get under the hood” so we can be prescriptive and accurate with the diagnosis as to the effort required to convert it. Then we will work with your staff to map, convert, test, validate and update your data throughout the process securely. Accuracy and integrity are the guiding principles we apply to every data conversion.