FAQ

Relying on an integral CRM solution ensures that your teams can accomplish all their missions more efficiently. In this context, the CRM should provide you with:

• Features dedicated to your activity
• Better performance through facilitated collaboration
• Flexibility to start with an achievable initial scope
• Scalability to grow the solution as your business expands
• Intuitive ergonomics for easy handling.

CRM is an integral solution dedicated to small, medium, and large enterprises, with many benefits, including:

• Increasing your sales
• Focusing on excellent customer satisfaction
• Adapting your communication to generate demand
• Managing your activities from wherever you want
• Optimizing collaboration within your organization.

Among the many features of a CRM are:

• Sales Management : Enhance your product and service catalog to optimize your sales.
• Opportunity tracking: Develop your sales pipeline with your various targets.
• Customer tracking and customer service: rely on efficient and real-time customer satisfaction.
• Dashboards and analysis: Improve your performance with the analysis of your activities (dashboard, graphs, and exportable reports).

Integrating a CRM tool into your processes requires:

• Clearly presenting your project and your needs
• Specifying your objectives and especially the expected results
• Writing a detailed specifications document
• Identifying key stakeholders: administrators, users, targeted services
• Selecting the important data that will be included in your CRM project
• Anticipating the necessary resources and their role in the implementation of the CRM.

The migration of your CRM tool occurs when your current solution requires, among other things:

• A technological update
• A better consideration of the evolution of your industry
• More flexibility
• More security

Thanks to its specially designed module, Eudonet accompanies you during the key steps of your CRM migration.

• Mapping, integration rules, order of import execution
• Imports, testing and acceptance
• Training of your users on the new tool

Do not hesitate to contact our experts!

An all-in-one solution dedicated to the daily management of fundraising activities, a Foundations CRM provides you with:

• Simple management of your contacts (members, volunteers, donors, sponsors, etc.)
• Simple management of your donations (allocation to projects, bank statements, tax receipts)
• Centralization of your business processes: event management, marketing automation, etc.
• A 360° view to manage all the activities of your organization
• Connectivity and mobility to remain productive even in the field.

Fundraising CRM is an all-in-one management solution with many benefits:

• Save time to carry out your solidarity actions with passion
• Engage and retain your community of supporters
• Streamline sharing and collaboration between your mission managers
• Maintain a strong connection with your donors in all circumstances
• Effectively track the results of your solidarity actions.

In order to accomplish their missions, Associations, Foundations, NGOs, and Cultural Institutions must be able to rely on an all-in-one solution dedicated to their activity. The right Fundraising CRM solution should provide you with:

• Dedicated features for the activity of your non-profit organization
• Optimized collaboration for even greater performance
• More flexibility to meet your initial needs
• Scalability to support you in your development
• Optimal ergonomics for intuitive use.

Among the many features of Fundraising CRM for Charity:

• Donation management
• Donor and sponsor relationships
• Volunteer support
• Automated and personalized multichannel communication
• Management of the foundation, association, or cultural institution's activity
• Personalized donor space

And many more!

To integrate an integral CRM tool within your foundation, NGO, charity or cultural institution, you need to:

• Understand the initial scope of the project: challenges, professions, budget, human resources, history, etc.
• Involve key project stakeholders
• Analyze and prepare existing data
• Communicate with future users to engage them in the process
• Establish a specification sheet with essential information for the implementation of the solution.

The migration of your CRM tool becomes necessary when your current solution requires, amongst other things:

• A technological update
• A better consideration of the fundraising sector's evolution
• More flexibility
• More security

Thanks to its specially designed module, Eudonet accompanies you through the key steps of migrating to your new CRM:

• Mapping, integration rules, order of execution of imports
• Imports, testing, and validation
• Training your users on the new tool

Don't hesitate to contact our experts for assistance!

An integrated solution dedicated to managing the activities of professional organizations, a Professional Association CRM offers the following benefits:

• Easy management of your contacts (members, companies, experts, etc.)
• Simple management of your affiliations (registration, annual data, contributions, etc.)
• Centralization of your business processes: representativeness, training, marketing automation, etc.
• A 360° view to manage your entire activity and achieve your objectives more quickly
• Connectivity and mobility to remain productive in all circumstances and wherever you are.

The CRM for Professional Associations is a complete management solution with many benefits:

• Save time and increase efficiency in managing member relations and training
• Centralize your data and collaborate easily among staff
• Manage your activity with integrated dashboards
• Offer new services to your members
• Strengthen your representativeness

In order to best serve the interests of their members and their industry, Associations, Federations, Unions, Professional Orders, and Employer Organizations must be able to rely on a reliable integrated solution dedicated to their activity. The right CRM solution should:

• Offer features dedicated to the activity of your Professional Association
• Facilitate the organization and collaboration of your employees for better performance
• Be flexible to simply and effectively meet your initial needs
• Be scalable to meet your needs at the pace of your development
• Be ergonomic and intuitive for quick adoption

Among the many features of a CRM for Professional Associations:

• Member management
• Solicitations management
• Management of representations in committees and instances
• Multichannel communication
• Organization of events and training sessions
• Customized member extranet

And many more!

To integrate an integral CRM tool into your federative structure, you must go through the following steps:

• Define the major issues and needs of your organization
• Identify key project stakeholders
• Analyze your Information System and prepare for data recovery
• Write a specifications document containing all this information.

Migrating to a new CRM solution for your Professional Association becomes necessary when your current solution requires, among other things:

• A technological upgrade
• Better adaptation to the evolution of your industry
• More flexibility
• More security

Thanks to its specially designed module, Eudonet supports you during the key steps of your CRM migration:

• Mapping, integration rules, execution order of imports

• Imports, testing, and validation

• Training your users on the new tool Do not hesitate to contact our experts!

Don't hesitate to contact our experts for assistance!