Achieve Your Mandate with CRM

In a global economy with tighter budgets and increasing competition, non-profit organizations need to scratch and claw for every penny. Somewhere along the way nonprofits assumed the mistaken identity of being non-revenue. That couldn’t be further from the truth. In fact, the vast majority of nonprofits depend on revenue. What differentiates a non-profit organization from a private enterprise is what it does with its surplus revenue. Rather than pay out to shareholders, a non-profit redistributes the funds to achieve its goals and further its mandate.
As the funding well for nonprofits continues to dry up, most non-profit organizations today must operate like private enterprises to stay alive. If you’re a non-profit manager, this means you need business intelligence and marketing. It means you need to attract clients, maximize their value to your organization and manage your relationships over the long-term.

Customer relationship management (CRM) for nonprofits is where your quest for more business opportunity and revenue generation should start. By combing the power of technology with marketing and business, CRM can help nonprofits fulfill their mandate without going broke in the process. CRM gives you the competitive edge by allowing you to diversify your revenue streams. With CRM, you walk, talk and act like a tech-savvy enterprise, while retaining your commitment to your values.

Nonprofits rely on the support of their networks. These networks are the lifeblood of the organization, ensuring that it can represent their cause. With CRM, you can manage your entire network, from sponsors to partners and up government. Best of all, CRM is an affordable strategy for managing these relationships, providing you with flexible, lightweight software that is compatible with your IT infrastructure. At the same time, CRM is customizable. Whether you depend on donations or are actively involved in competitive RFPs, customer relationship management for nonprofits ensures that you extract the highest value from your revenue sources.

CRM lets you acquire new funders and donors, maximize their contribution to your organization and retain them for years to come. CRM puts the power in your hands by helping you find new revenue streams and identifying the best donors for your cause. Multi-channel fundraising, list acquisition and prospect research are some of the features CRM provides, thus enabling you to take your organization to its desired future state.

In order to succeed in an increasingly competitive environment, you need to think and act like a business. You need to diversify your funding and leave no stone unturned in your quest to maximize revenue and enhance your organization’s capabilities. Above all, you need to manage these processes efficiently in order to reduce costs and keep a balanced budget. Through CRM, you can do all this and more. Constituent management, grants management, program management, real-time analytics, team collaboration and marketing are just some of the processes your organization can improve right now with CRM.

The global digital economy requires agility, creativity and better management in order to succeed. Organizations must be nimble enough to respond to business opportunities, adjust their strategies and reach out to clients in new and creative ways. Being non-profit doesn’t make you revenue-free. Walk and breathe like a private enterprise with CRM and help your organization achieve its vision.

Go Global: Go CRM

Large or small, all businesses share a common goal. Regardless of their size or location, all businesses want to attract and retain market share that will enable them to maximize their earnings. Most businesses also know that, in order to be successful in an increasingly global and competitive market, they need to be different from the competitor. They need to become more client-facing and more knowledgeable about their customers. They need to do all of this while keeping costs at bay. This is the environment that defines the 21st century digital economy of short attention spans, capital mobility and growing consumer expectations. If you’re in the business and professional services industry, this means adopting agile practices and innovative solutions that put you ahead of the competition.

In order for a business to reach its full potential, it must use technology to its advantage. Technology is what enables companies to stay competitive in an environment where cost reduction and economies of scale have never been more important. At the same time, technology allows companies to better organize their workflows, business processes and marketing strategies. The most successful company will be the one that uses technology to find out more about its customers and predict their future behaviour.

Customer relationship management (CRM) is the technology that can help bring any business to its desired future state. CRM enables businesses to get the most out of their IT solutions and maximize productivity while reducing costs. As the business and professional services industry continues to grow at an unprecedented rate, a firm’s ability to track events, monitor sales opportunities and provide outstanding client services are ever more critical. CRM for business services meets these challenges by offering a fully centralized and integrated solution that coordinates all aspects of the organization, including research, customer services and marketing.

CRM for business and professional services allows you to:

  • Enhance collaboration across your organization;
  • Improve communications both in-house and externally;
  • Strengthen your data collection and business intelligence;
  • Shorten the sales cycle; and
  • Increase client retention through personalized services.

CRM is a universal platform. It’s an enterprise-level solution to managing all of the challenges and opportunities the market has to offer. In such globally competitive market, business and professional services CRM gives you all the advantages your company deserves to raise its profile and attract more business.

If you’re a business or professional services provider, you need powerful tools to improve your customer acquisition and retention practices. You must be able to not only sign contracts, but renew them as well. You need a coordinated system that manages your diverse clientele, including partners, stakeholders and customers. You need multichannel customer service options that match the needs of your business. Ultimately, you need a solution that is scalable—one that can grow with your company in its quest for new markets. By integrating the power of advanced technology with what we already know about business, CRM gives your company all the bells and whistles it needs to capitalize on its opportunities.

CRM offers the professional services industry with best-in-class technology and integration. It’s the missing link your company needs to become a global enterprise.

Stand Out from the Crowd with CRM

One of the most important features of the insurance industry is organization. Because insurance companies deal with so many clients and stakeholders, accuracy and organizational procedure take center stage. This is why the insurance industry continues to be a heavy user of IT. Information technology and specialized software enabled insurance providers to accurately monitor, track and release insurance claims, as well as stay up to speed on legal requirements. At the same time, insurance companies are quickly realizing that they need a customer-centric approach if they are to succeed in the customer-oriented service market. In a competitive global economy, insurers must be agile enough to become customer-facing while at the same time reducing operating costs. For most insurance providers this is challenging because becoming more customer-focused means equipping field agents, brokers and service representatives with the resources to make this transition possible, an expensive and time-consuming task.

A well planned and executed customer relationship management (CRM) strategy can help an insurance provider reach its desired state. CRM does what most insurance companies are trying to do with their current legacy systems, although it does it better using less time and resources. CRM empowers insurance providers to consolidate their services into one organized workflow. It helps them focus on the things that matter—processes that impact costs, premiums, new business opportunities and renewal rates—instead of getting bogged down in procedural bottlenecks. CRM does this by giving the enterprise the best of both worlds: state-of-the-art software that can streamline workflow and improve efficiency, and all the marketing and communication tools needed to become client-facing.

The insurance industry has gotten a bad rap over the years. It lacks innovation and is slow to change. It’s reactionary as opposed to proactive. It doesn’t know its customers and, worst of all, doesn’t respond to the needs of its clients. With CRM, insurance companies can truly rebrand themselves. CRM allows them to optimize their call centers, adopt and automate flexible sales tools and integrate a range of new technologies including mobile sales and social monitoring.

The insurance landscape is changing. It’s becoming more complex and even more competitive. With more providers in the mix, finding new customers and keeping them long-term is becoming ever more challenging. At the same time, the general consumer holds a very negative view of the insurance industry. In order for any provider to succeed in this environment, they must change. CRM can make that transition much smoother. Whether through targeting marketing strategies, multi-level services and sales or efficient management of distribution, CRM gives the receptive insurance provider all the tools to stand out in a market that finds it difficult to differentiate itself from the competitors.

The general public might not like to admit it, but demand for insurance will continue to grow. As the population continues to age, insurers will need to respond to the challenges of a smaller workforce and more retirees, all of which will need insurance in one capacity or another. In an increasingly saturated market, CRM provides all the resources to make your company stand out for all the right reasons.