Reasons Nonprofits Should Use Microsoft CRM Online (3/5)

November 18, 2009

Reason #3. CRM Online allows you to select Outlook contacts for sharing

Would you like to be able to share some of your Outlook contacts with your colleagues so that all of you know what each other has done or is planning to do with these contacts?  How many times have you called a volunteer, donor or board member, only to find out from the person you called  that someone else from your organization called earlier in the day?  Want to eliminate crossed wires at your nonprofit?

CRM Online allows you to share an Outlook contact with one click of the mouse.  If you and your colleagues share a contact in CRM Online, you’ll have at your fingertips a history of everything you and your colleagues have done with this contact.  You’ll also know what others have scheduled with this contact in activities set for some time in the future.  You’ll never have crossed wires again.

You and your colleagues have information about mutually important contacts, organizations and projects.  Wouldn’t you like to be able to share a note that you know others will be able to read?  You can even attach documents  like a PDF or Word file to contacts, organizations and projects in Microsoft CRM Online that colleagues in your workgroup can see.

To learn more about the $9.99 per user per month special pricing for qualified nonprofit organizations, call us at (800) 322-1049 or contact tim @ is-crm.com.

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google photo

You are commenting using your Google account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

%d bloggers like this: