Microsoft Dynamics 365 handed to you by Rocket CRM

Microsoft Power Apps for Charities

When the off the shelf charity systems don't give you what you need, build one that works the way you want!

Microsoft's commitment to non profit organisations

Microsoft recognises that you, as a non profit organisation, play an incredibly important role in addressing the worlds biggest challenges and has a deep commitment to making world class cloud technology affordable and accessible to non profit organisations.

The level of discount offered by Microsoft on Microsoft Dynamics and Power Apps licensing to non profits means that your organisation can focus on its critical mission without having to worry about the technology.

As a recognised Microsoft Cloud Services Provider, Rocket CRM  can help your Non Profit Organisation get access to Non profit licensing offers from Microsoft and help you to create simple to use applications on the back of the licensing. We specialise in creating simple to use CRM systems. From our work with charities we understand the need to focus on usability just as much as on the functionality and the reporting.

In the past the non profit sector has always been a slow adopter of technology as a tool, but things are changing. The charity sector is rapidly adopting new technologies to keep pace with how society is becoming much more "online" focussed.

What to look for in a CRM system?

Looking for a CRM system can be a daunting task, here's our top 6 things you need to look for:

Cloud based
  • Available on any device
  • Anywhere
  • Anytime
A Solution that can Scale
  • From 1 to 1000 users
  • From 10 contacts to 10 million
  • From contact management to running the whole organisation
Easy to customise
  • Easy for in-house admin users to be able to take ownership
  • Simple to use
Ability to Integrate
  • Out of the box Microsoft/Office 365 integration
  • Capacity to integrate with other systems
Security
  • Granular and comprehensive security model
  • GDPR compliant storage of data
A supportive partner
  • Product expertise
  • First class support
  • Responsive

WHERE DO WE START?

Let’s start with this question because it is an easy one to answer…

Assuming you have email and other basic Office tools, the next thing you need is a CRM system and a good partner. Dynamics 365 can be the most basic CRM system in the world and it can also be the most complex CRM system in the world. It really depends on how it is configured.

A lot of people are overwhelmed by CRM systems because they have so many features and its confusing to try to work out how everything is tied together or how to use the system. All too frequently, not enough thought is given to the person who is going to use the system during the design phase. This often leaves the good hearted charity volunteer with the CRM equivalent of a Jumbo jet cock pit in front of them while they’re being told: “This is going to save you a whole heap of  time!”

At Rocket CRM, we specialise in creating Dynamics 365 solutions that are simple to use and easy to understand. We understand that not everyone is a geek and we know that a lot of your users are probably not even full-time staff. That’s why we will work closely with you to define the real requirements for each user group of the system and then present them with an interface that gives them just what they need, no more, no less.

Video: Reporting on outcomes

Charities need to be, and strive to be accountable to multiple stakeholders. Impact reporting is a powerful communications tool. It shows that you are meeting your targets, while at the same time having an impact.

Measuring change is all about recording a baseline and subsequent time based soundings. In this short video (above) we have shown one way to managed a self assessment programme for measuring outcomes by using a simple interface in Microsoft Power Apps.  At rocket CRM we believe in keeping it simple for success.

Video: Using Microsoft Dynamics 365 to schedule Appropriate Adults

In the short video above we have shown a demonstration of how to schedule *Appropriate Adults by using the scheduling functionality contained within Microsoft Dynamics 365 Customer Service. The scheduling engine is configurable and can therefore be used to schedule pretty much anything from an interview room to a therapy suite.

*The role of an appropriate adult is to safeguard the rights and interests of young and vulnerable people who may be in custody by ensuring that their rights are protected and that they are treated fairly.

Our approach is all about building a relationship with you

At Rocket CRM, we work closely with our clients to determine what “value” means to them, so that we can show them how to present that to the customer. For each customer that value might be based on something different such as their engagement with newsletters and other web content but for others it may be based on the number of attended events or interactions.

Our expertise is to pull together all the components that you need for your unique situation and to build a system that meets (and usually exceeds) your requirements. Rocket CRM is a U.K. based Microsoft Partner, that has worked with many organisations to rapidly create unique applications that support clients business processes. We specialise in creating low code/ no code solutions that delight our customers.

As we get to know you, we will learn what is important to you and build your system according to your needs. Our approach is about building a relationship with you, learning what is important to your business and what kind of things turn you on.

If you would like a free chat with our consultants please get in contact so that we can arrange a call.

Features and Pricing

We have built CRM systems based on the Power Apps platform that include all of the functionality listed below.  Microsoft Power Apps licensing starts at £7.50 per user per month, which is a fraction of the cost of more traditional membership systems, so you can see why more and more organisations are turning to Power Apps for their business solutions.

If you have a membership requirement where the off the shelf products don't cut it, speak to us to find out what we can do for your organisation.

Infographic on Power Apps for Charities

Why choose Microsoft Power Apps as your promoted CRM solution?

  • Very low cost of monthly license compared to other membership systems
  • World Class Microsoft platform
  • Seamless office 365 integration
  • Simple intuitive design
  • Flexibility
  • No special configuration required for mobile devices
  • Just the things you need in "your" App
  • User adoption is incredibly quick because the system is built around what you need

Why choose Rocket CRM as your partner

  • A partner who will work with you rather than for you
  • Excellent implementation team that focuses on relationships
  • Expertise with the Power Platform
  • Full on boarding support
  • Quick to respond
  • Friendly Team