SUGARCRM FOR NONPROFITS

WHY SUGARCRM FOR NONPROFITS?“77 percent nonprofit leaders said they needed help with technology to improve their organization’s effectiveness”

The challenges of reaching out to donors, managing donations, handling memberships, handling cases and services and building deep community relations are ubiquitous across all charity organizations. For these and many such challenges; the perfect solution for nonprofits is to adopt CRM solutions that can adapt to their unique needs.

Let’s now explore what SugarCRM can do for your Nonprofit

MANAGE COMPLETE DONATION CYCLE1

Nonprofits understand how hefty the management of the donation cycle gets from collecting cash donations to selling products (t-shirts, etc.) and receiving grants from big organizations. Managing all these different sources can be a cumbersome process without a system which provides you with a complete picture of every donation and its associated information. This is where SugarCRM plays its role and gives you a complete control of your donation management cycle.

FUNDRAISING MARKETING CAMPAIGNS2Reaching out to all segments of volunteers and potential donors requires effectively segmented marketing campaigns. Doing this manually or using ineffective software makes it almost impossible to run effective marketing and fundraising campaigns. Moreover, using two solutions simultaneously wastes a lot of time.

Sugar resolves this by integrating with great marketing automation platforms and web to CRM connectors. You can track the results of each campaign you run from either Sugar or any marketing automation platform. This is because Sugar can be integrated with almost any third party software that you use to run your business.

CASE AND SERVICE MANAGEMENT3

Sugar helps in this aspect by making it extremely easy to retrieve any information, hence saving time on each call. Having Sugar makes it possible to provide these services from anywhere at any time. This lowers the cost of service substantially and helps deliver the best experience to both the existing and the potential clients.

Countless hours are wasted by nonprofits on inefficient manual systems when it comes to case management

RECRUITMENT AND MANAGEMENT OF VOLUNTEERS4

Sugar lets you have a complete command over different job roles that you’re looking after and allows you to fulfill your responsibilities in a few clicks.You can post volunteering opportunities, recruit skillful volunteers, gauge their performance and retain them all from your CRM. From a single screen, you can manage all HR functions inside Sugar including recruitment, scheduling interviews, assigning tasks, appointing teams and viewing real-time performance reports.

EVENT MANAGEMENT5Fundraising and awareness-raising events are an important part of any charity. Having an efficient CRM such as Sugar allows you to post new events, manage events calendar, track RSVPs and assign team members to cater to VIPs simply with a few clicks.

For effective event management, your team needs access to all the information on the go. This is made possible with mobile CRM app containing all the information from the database easily accessible.

A SINGLE WINDOW FOR YOUR NONPROFIT6Usually, every successful nonprofit uses one or more of these cloud-based apps/tools:

• Accounting apps like QuickBooks or Xero• Marketing Automation tools like

Hubspot, Act on or Marketo• Email outreach tools like Mailchimp• Payment Gateways like Paypal or Stripe• Survey apps like Survey Monkey• Social Media for better engagement

with your community• Online fundraising pages

It becomes a cumbersome process when you manage two or more of these tools individually for different purposes. A great CRM like Sugar integrates all of your tools in a single platform so you don’t have to switch between windows but instead have a unified system to make you more productive and in control of everything.

CUSTOM BUILT REPORTING7

Using default and custom built reports, you can easily visualize insights like which programs have the greatest impact or what types of events bring in greatest fundraising or which strategy is getting traction from donors. With Sugar, you can visualize your data stored at various sources and unlock impactful actionable insights.

THIS IS WHERE SUGAR MAKES ALL THE DIFFERENCE!

One of the key strengths of Sugar is the extent to which it can be customized according to your exact organizational processes. With Sugar, you don’t work with the CRM. Instead, it works for you. Any CRM that makes you spend more time looking into its own intricacies and less time focusing on the needs of your nonprofit cannot be the right solution. Contrarily, a solution should be chosen which helps you build and nurture lifelong relationships.

Now let’s have a look at Some Nonprofits making use of SugarCRM

HOUSE OF ST BARNABAS – LONDON CHARITY1The house of St Barnabas (HoSB) is a charity organization which fights homelessness by supporting people affected by homelessness and social exclusion into lasting paid work opportunities. HoSB manages a members’ club to support homeless people in London. They confronted a lot of problems before approaching Rolustech to effectively manage their membership lifecycle.

Rolustech implemented a completely customized Sugar to meet the needs of their charity. A few integrations like Xero Accounting in Sugar were also implemented. Payment gateways including Gocardless and Sagepay were integrated to streamline their donations processing.

CHILDREN’S CUP2

Established in 1991, Children’s Cup is a nonprofit which supports throwaway children in Swaziland, Mozambique, Honduras and Mexico. Rolustech integrated Children’s Cup’s WordPress website with Sugar to create an information sync between the website and their Sugar. Moreover, to facilitate recurring online payments, Authorize.net integration was done with their system which made it possible to store all the sensitive billing information while making the system PCI compliant.

Let us know if you too want your organization to achieve new heights of success

Contact us: hereLinkedIn: RolustechTwitter: EXPERTinCRM