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Sunday, June 23, 2024

StratusLIVE Unveils CRM Model 9.3

StratusLIVE is happy to announce the discharge of StratusLIVE 365 CRM 9.3. This launch marks a transformative shift within the consumer interface and total consumer expertise enhancing consumer interplay, increasing donor monitoring capabilities, and streamlining monetary reporting and queries.

Dynamics 365 Unified Interface – Mannequin pushed App:

The improve to StratusLIVE 365 CRM 9.3 offers customers with an improved visible expertise, together with revisions to navigation, kind, and examine design, simplifying consumer accessibility, and minimizing clicks. Position-based experiences tailor-made to the particular wants of the consumer enhance productiveness and ease of use. A timeline view with posts, actions, and notes ordered by most up-to-date will improve consumer interplay, making it simpler and extra intuitive to navigate and entry crucial data.

Consolidated Monetary Constructions:

For enterprise nonprofits with advanced monetary transaction knowledge, it’s difficult to effectively handle and report upon this knowledge. With newly carried out monetary constructions inside StratusLIVE 365 CRM 9.3, all transaction information are consolidated and included in a single view, together with funds, recurring funds, mushy credit, and pledges. This construction can be utilized to streamline monetary reporting and ad-hoc queries, particularly at a single donor stage. Charts and graphs additionally extra effectively show this knowledge for simplified viewing.

Superior Prospect Administration:

Improvement and fundraising groups more and more rely upon well timed and efficient prospect analysis to determine promising candidates for items. With enhancements to the breadth of supported knowledge factors, revised prospect cultivation phases, and refinements in prospecting method for the varied forms of campaigns and appeals, StratusLIVE 365 CRM 9.3 now gives main reward and prospect analysis groups strong performance for prospect discovery, analysis, and cultivation preparation. The brand new model additionally helps the allocation of credit to collaborating staff members concerned in cultivation of the reward alternative.

Enhancements for Healthcare Organizations:

Healthcare organizations require detailed monitoring and administration of affected person interactions to higher inform their fundraising efforts. StratusLIVE 365 CRM 9.3 consists of fields comparable to Affected person Go to, Date of Go to, Division, Guarantor, Insurance coverage Standing, Inpatient, and Treating Doctor. These fields provide healthcare improvement professionals a greater understanding of the affected person’s scientific historical past with the group resulting in affinity and curiosity alignment.

This launch lays the inspiration for the following iteration of StratusLIVE 365, Model 10, which can leverage the complete potential of Microsoft’s current platform advances, together with the Dynamics 365 Cloud, Dataverse, Energy Platform, Copilot AI, and Azure Cloth Knowledge Providers.

Bob Williamson, Director of Fundraising Operations and Digital Options at United Approach of Central and Northeastern Connecticut, touted the united interface, “I like the brand new navigation; it’s rather more intuitive. The power to hyperlink extra fields for pledges, bill designations and alternatives, contacts and accounts may be very useful for our reporting.”

Brett Meyer, Vice President of Skilled Providers, commented on this transformational improve, “With the introduction of the unified interface and enhanced functionalities, our shoppers will get pleasure from a smoother workflow, permitting them to focus extra on their core missions of fundraising and relationship administration. By streamlining processes and enhancing performance, this improve is a big leap ahead in empowering nonprofits to maximise their assets and improve their affect.”

Supply: StratusLIVE

The previous press launch was offered by an organization unaffiliated with NonProfit PRO. The views expressed inside don’t instantly replicate the ideas or opinions of the workers of NonProfit PRO.

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