You’ve likely arrived at this moment because Raiser’s Edge does not support your modern fundraising activities, such as online fundraising, events, or volunteer management.
Or you’re searching for a system that readily integrates with your existing technology stack to help departments across your organization collaborate, improve your data practices, and increase efficiency in one user-friendly product.
Planning & Preparation
As you research new fundraising systems for your organization, there are 2 key areas you’ll need to decide upon while on your journey:
- What type of CRM do you want?
- What capabilities you must have in order to run your mission-critical operations successfully?
Comparing Nonprofit Constituent Relationship Management (CRM) Options
There are differences between product and platform-based CRMs.
- A product is a single software application developed by a company to solve a set of specific business needs. Raiser’s Edge is a fundraising-specific product.
- A platform is the foundation for building and running many business applications (products) and allows organizations to run their applications smoothly without worrying about the technology which supports them. Products built on the same platform are interoperable and can leverage the platform’s API and connectors to integrate with external products for a single source of truth.
MISSION CRM is a donor management and fundraising product, built on Microsoft Cloud for Nonprofit which is a platform. The Microsoft Cloud for Nonprofit brings an array of products together including: Microsoft’s Volunteer Management and Volunteer Engagement, plus business applications such as Microsoft Dynamics 365 Marketing alongside products from companies like MISSION CRM.
Even though moving to MISSION CRM + Microsoft Cloud for Nonprofit will take time and effort, not only can you reach parity with traditional fundraising functionality in Raiser’s Edge, but you’ll also be able to do much more because it’s a product on a platform.
What Functionality Are You Replacing?
| Current | MISSION CRM Product Capabilities | Microsoft Cloud for Nonprofit Platform |
|---|---|---|
| Relationship management | All biographical and demographic data as well as engagement/interactions with constituents; giving calculations and supporting objectives | – |
| Gift processing | Yes. The front door for all revenue, online/offline, one-time/sustainer giving managed in real time 3rd party gifts are easily imported via the native tool | – |
| Prospect management | Yes. Facilitated via Opportunity module and prospect management via DonorSearch. | – |
| Luminate Online | MISSION CRM’s online giving pages (donation, outbound calling, crowdfunding + simple events) | Dynamics 365 Marketing for email marketing |
| Financial Edge | Pre-built integration with Microsoft Dynamics 365 Business Central | – |
| Event management | Simple, online fundraising/ticketed events | Complex, online/offline events via Microsoft Dynamics 365 Marketing |
| NCOA | Melissa Data’s Smart Mover NCOA service | – |
| Volunteer management | – | Microsoft Volunteer Management and Volunteer Engagement |
| Team Raiser | MISSION CRM P2P online giving pages Or utilize MISSION CRM’s Donation Import functionality to import third-party transactions | – |
| OMATIC | Replaced by Donation Import functionality to bring in third-party transactions into MISSION CRM Instant interoperability with anything aligned with the Common Data Model for Nonprofits (CDM) | Power Platform API to bring in external data sources into MISSION CRM / Dynamics 365 |
Tips for a Successful Move
MISSION CRM is in relentless pursuit of accelerating nonprofit operations to help advance their missions and make a difference in the world. Are you interested in changing your organization’s future? Below are tips for ensuring your organization’s success when transitioning to MISSION CRM.
Know your organization’s goals and key performance indicators.
Having clear goals and keeping key performance indicators at the forefront of your decision-making will ensure that your organization is meeting its operational and strategic objectives when it begins to transition business processes into a new CRM.
Consider change management.
The interoperability of MISSION CRM fosters adoption among users, however, change management is integral to the success of any organizational technology endeavour. It is imperative that organizations have thought out how systems changes will impact staff and workflows.
Let’s talk about your mission!
If you’d like to learn more about making the move to MISSION CRM, we’re here to answer your questions about the journey. Please reach out to info@missioncrm.ca