Enhancing CRM Efficiency with Dynamics 365 CRM for Nonprofits
Microsoft Dynamics 365 CRM | Eventbrite Integration
About Project
Ascend Canada a nonprofit organization dedicated to empowering Pan-Asian business leaders, required a tech solution to enhance membership engagement, streamline operations, and improve targeted outreach. They already had a CRM solution but it failed to be efficient enough and lacked integration, automation, and reporting capabilities. All of this made it difficult to manage member data, execute email campaigns, and facilitate event registrations effectively, so they were clear that their CRM required modernization and compliance enhancements.
- Nonprofit & Professional Development Organization
- Canada
- Membership Management, Marketing Automation, Event Management
- Power BI for Data Analytics | Windows Azure Cloud Services | Marketing Automation Tools | Dynamics 365 CRM
About Client
Founded in 2012, Ascend Canada is a leading nonprofit dedicated to enhancing the presence, visibility, and influence of Pan-Asian business professionals in Canada. With over 5,000 members and numerous corporate partners, they provide networking opportunities, leadership development programs, and advocacy for workplace diversity and inclusion. Their mission is to develop Pan-Asian talent by partnering with Canadian organizations to drive innovation and professional growth.
Challenges Addressed by Soluzione
To achieve its mission of supporting Pan-Asian business leaders, Ascend Canada required a scalable nonprofit CRM solution that could:
- Automate marketing and email campaigns for various audience segments, including volunteers, executives, and donors.
- Improve member profile tracking, reducing duplication and ensuring accurate records.
- Streamline event management through seamless third-party tool integration.
- Enhance segmentation and reporting for better analysis of outreach and engagement.
- Modernize backend administrative processes for greater operational efficiency.
Soluzione’s Azure-Powered Solutions
As a Microsoft Partner specializing in IT services for nonprofits, Soluzione IT Services designed and implemented a custom Dynamics 365 CRM solution within a 12-week timeframe. The project focused on five key areas:
- Targeted email automation for segmented outreach.
- Bulk email scheduling and tracking for improved engagement and compliance.
- Automated member attendance tracking and profile updates.
- Real-time insights into member activities for personalized engagement.
- Integrated Eventbrite tools for seamless registration and promo code tracking.
- Automated post-event follow-ups to improve retention and engagement.
- AI-driven segmentation tools for personalized marketing and outreach.
- Role-based dashboards providing leadership with actionable insights.
- Implemented CASL-compliant email communication protocols for enhanced data security.
- Centralized member repository ensuring seamless access and compliance readiness.
Impact Delivered by Soluzione’s Microsoft Azure Services
- Up to 30% improvement in member engagement with automation and targeted communication.
- 50% reduction in manual administrative workload with automated workflows and bulk data updates.
- 3 times faster event registration as processing time was reduced and manual errors were eliminated.
- Data is more accurate, and redundancy is eliminated thus reporting is enhanced significantly.
- The CRM system was compliant and securely handling data and adhering to CASL regulations.
Soluzione IT Services provided a Microsoft Dynamics 365 CRM solution and customized it to transform our membership engagement and event management needs. Their expertise in nonprofit IT solutions in automation of our workflows, optimizing outreach efforts and finally improving our operational efficiency. The implementation of D365 CRM for our NPO has set a strong foundation for our future growth and innovation.
Gautam Mohorikar
Ascend Canada Representative
180, Talmadge Road, Unit# 332, Edison (NJ) 08817 USA
Phone : +1-800-860-6531
10, Anson Road # 22-02, International Plaza 079903 SGD
Phone : +65-98-357-694
B-52, IT Park Badwai, Bhopal (MP) 462036 IND
Phone : +91-9669-526-536