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Contact Relationship Management (CRM)

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Without an effective system to track donors and other constituents, you can spend too much time just trying to figure out who to contact and miss out on many fundraising opportunities.

Microsoft-Dynamics-CRM-Logo-richtige-Farbe.png

TechSoup is proud to announce the newest version of Microsoft Dynamics CRM.

Microsoft Dynamics CRM is customer relationship management (CRM) server software that offers tools for storing and analyzing customer records.

Is It Right for My Organization?

Microsoft Dynamics CRM is ideal for larger organizations that store substantial constituent data and run analytics on it. You can also automate your most common processes, saving time and money

What's New in Microsoft Dynamics CRM 2013?

  • New User Interface

Matt Jung's picture
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This inaugural post highlights the big nonprofit technology stories of 2012, including making websites viewable on mobile phones, using mobile phones more in the workplace, cloud computing, social media fundraising, foundations and Microsoft donations, greater self-sufficiency among NGOs in developing countries, and some cutting edge things like hackathons. This was an original December blog post by TechSoup's Jim Lynch:

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Donors are the lifeblood of nonprofit organizations. You need them to survive. But how do you manage your donors' contribution information -plus all the personal details key to maintaining successful relationships -for a price that won't break the bank?

Category:
Donor & Discount Partners:
Media:
Platform:
30 USD
Raklet Product Page Logo.png
Description: 

Raklet is a cloud-based community management platform.

This offer provides access to a 75 percent discount on a one-year subscription to the Raklet Professional plan for up to 2,000 contacts. After you request this offer through TechSoup, you'll pay Raklet $297 directly for the discounted subscription. See the Details and Service Costs tab for more information.

Benefits for Organizations

You can use Raklet Professional to

  • Organize your member or donor database with Raklet CRM
  • Collect one-time or recurring membership payments or donations online
  • Communicate with members or donors via the Raklet app, text messages, or emails
  • Simplify event management with scheduling, invitations, check-in at the door, and follow-ups

Major Capabilities

  • Contact management: Raklet CRM allows you to keep all your records in one place, customize profiles with custom fields, and categorize items with lists and tags. You can import an existing database on your own or get assistance for an additional fee.
  • SMS and Email: You can reach out to your contacts directly by sending SMS messages or emails through Raklet. You pay an additional fee for each SMS message that you send. With the Professional plan, you can send up to 10,000 emails before you have to pay any additional fees.
  • Automated messaging: Send automated emails and text messages based on user behavior and preferences. Email newsletters can be generated automatically and can include announcements, events, campaigns, and other updates.
  • Online payments: Accept online payments like one-time or recurring donations or individual membership fees directly through Raklet. You pay a transaction fee for each online payment that you accept.
  • Event ticketing: You can sell tickets online for your events, manage your attendee list, and check in attendees on the day of the event. Ticket sales incur the same transaction fee as other online payments.
  • Fundraising: You can create custom pages for your organization's fundraising campaigns.

See a comparison of Raklet subscriptions and a complete list of features.

Support

The Raklet Professional subscription includes priority chat and email support. Phone or video support is available for additional fees.

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

When TechSoup approves your donation request, we will send a message to your organization email address with preliminary information about obtaining this product. Shortly after, the donor partner will contact you to set up your account.

Details and Service Costs

Discounted Rates This offer provides access to a 75 percent discount on a one-year subscription to the Raklet Professional plan. After you request this offer through TechSoup, you'll pay Raklet $297 directly for the discounted subscription.
If you accept online payments with the Professional plan, you'll pay a fee of 4.5 percent plus $0.90 per transaction.
Subscription Limits The Professional plan provides
  • Unlimited administrators
  • 2,000 contacts
  • 10 custom CRM fields
  • 10,000 free emails per month
  • Two email sender names
  • Custom SMS sender name
  • Recurring payments
  • Support for multiple bank accounts
  • 1 GB online storage
  • Priority chat and email support
Service Contract Required You must agree to a one-year service contract with Raklet.
Continuing Service After One Year You may renew your subscription by requesting another product through TechSoup each year before the subscription expires.
If you wish to upgrade your plan or need more than the maximum number of contacts that are provided by your current plan, you can request the discounted Premium plan through TechSoup instead of the Professional plan when you renew.
Additional Services
  • Data import: $500 to $1,000 one-time fee depending on complexity
  • SMS messaging:
    • Pricing varies from $0.0058 to $0.442 per text message, depending on the country
    • Bulk SMS message packages are available at a discount
  • Additional email messaging:
    • 50,000 emails: $50 per month
    • 100,000 emails: $80 per month
    • 200,000 emails: $110 per month
    • 500,000 emails: $175 per month
  • Phone support: $50 per month for up to two phone calls
  • Video support: $100 per month for up to two 30-minute video sessions
  • Development work (integrations, APIs, reporting): $30 to $60 per hour depending on complexity
  • Custom mobile app for members: $149 to $199 per month depending on platforms
  • Design work
    • Website with five unique pages: $3,000
    • Video: $2,000 per minute
    • Banners, ads, or other designs: $60 per hour
Existing Members Ineligible This offer is not available to organizations that already have a paid Raklet subscription unless the original subscription was obtained through TechSoup.
Previewing Raklet If you've participated in the free trial for Raklet, you can request this product to activate your trial version.
Credit Card Required A credit card is required to pay for your one-year subscription and any additional services that you purchase.
Category:
Donor & Discount Partners:
Media:
Platform:
60 USD
Raklet Product Page Logo.png
Description: 

Raklet is a cloud-based community management platform.

This offer provides access to a 75 percent discount on a one-year subscription to the Raklet Premium plan for 5,000 to 100,000 contacts. The cost of the Premium plan depends on how many contacts you need. After you request this offer through TechSoup, you'll pay Raklet directly for the discounted subscription. See the Details and Service Costs tab for more information.

Benefits for Organizations

You can use Raklet Premium to

  • Organize your member or donor database with Raklet CRM
  • Collect one-time or recurring membership payments or donations online
  • Communicate with members or donors via the Raklet app, text messages, or emails
  • Simplify event management with scheduling, invitations, check-in at the door, and follow-ups

Major Capabilities

  • Contact management: Raklet CRM allows you to keep all your records in one place, customize profiles with custom fields, and categorize items with lists and tags. You can import an existing database on your own or get assistance for an additional fee.
  • SMS and Email: You can reach out to your contacts directly by sending SMS messages or emails through Raklet. You pay an additional fee for each SMS message that you send. Depending on which Premium plan you choose, you can send between 25,000 and 500,000 emails before you have to pay any additional fees.
  • Automated messaging:Send automated emails and text messages based on user behavior and preferences. Email newsletters can be generated automatically and can include announcements, events, campaigns, and other updates.
  • Online payments: Accept online payments like one-time or recurring donations or individual membership fees directly through Raklet. You pay a transaction fee for each online payment that you accept.
  • Event ticketing: You can sell tickets online for your events, manage your attendee list, and check in attendees on the day of the event. Ticket sales incur the same transaction fee as other online payments.
  • Fundraising: You can create custom pages for your organization's fundraising campaigns.

See a comparison of Raklet subscriptions.

Support

All Raklet Premium subscriptions include priority chat and email support. Plans that provide 20,000 or more contacts also provide complimentary phone and video support. For other Premium plans, phone and video support is available for additional fees.

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

When TechSoupapproves your donation request, we will send a message to your organization email address with preliminary information about obtaining this product. Shortly after, the donor partner will contact you to set up your account.

Details and Service Costs

Discounted Rates This offer provides access to a 75 percent discount on a one-year subscription to one of five Raklet Premium plans. After you request this offer through TechSoup, you'll pay Raklet directly for the discounted subscription.
If you accept online payments with the Professional plan, you'll pay a fee of 3.9 percent plus $0.90 per transaction.
Subscription Limits Choose from five Premium plans, depending on how many contacts you need.
Plan Premium 5,000 Premium 10,000 Premium 20,000 Premium 50,000 Premium 100,000
Annual cost with 75 percent discount $2,241
You pay $747
$2,691
You pay $897
$3,591
You pay $1,197
$6,741
You pay $2,247
$8,991
You pay $2,997
Custom fields 20 25 30 50 50
Free emails per month 25,000 50,000 100,000 250,000 500,000
Online storage 4 GB 5 GB 15 GB 25 GB 50 GB
Phone and video support Added fee Added fee Free Free Free

All Premium plans include

  • Unlimited administrators
  • Unlimited email sender names
  • Custom email sender names
  • Custom SMS sender name
  • Recurring payments
  • Support for multiple bank accounts
  • Priority chat and email support
Service Contract Required You must agree to a one-year service contract with Raklet.
Continuing Service After One Year You may renew your subscription by requesting another product through TechSoup each year before the subscription expires.
Additional Services
  • Data import: $500 to $1,000 one-time fee depending on complexity
  • SMS messaging:
    • Pricing varies from $0.0058 to $0.442 per text message, depending on the country
    • Bulk SMS message packages are available at a discount
  • Additional email messaging:
    • 50,000 emails: $50 per month
    • 100,000 emails: $80 per month
    • 200,000 emails: $110 per month
    • 500,000 emails: $175 per month
  • Phone support: $50 per month for up to two phone calls
  • Video support: $100 per month for up to two 30-minute video sessions
  • Development work (integrations, APIs, reporting): $30 to $60 per hour depending on complexity
  • Custom mobile app for members: $149 to $199 per month depending on platforms
  • Design work
    • Website with five unique pages: $3,000
    • Video: $2,000 per minute
    • Banners, ads, or other designs: $60 per hour
Existing Members Ineligible This offer is not available to organizations that already have a paid Raklet subscription unless the original subscription was obtained through TechSoup.
Previewing Raklet If you've participated in the free trial for Raklet, you can request this product to activate your trial version.
Credit Card Required A credit card is required to pay for your one-year subscription and any additional services that you purchase.
Category:
Donor & Discount Partners:
Media:
Platform:
15 USD
Raklet Product Page Logo.png
Description: 

Raklet is a cloud-based community management platform.

This offer provides access to a 75 percent discount on a one-year subscription to the Raklet Essentials plan for up to 1,000 contacts. After you request this offer through TechSoup, you'll pay Raklet $147 directly for the discounted subscription. See the Details and Service Costs tab for more information.

Benefits for Organizations

You can use Raklet Essentials to

  • Organize your member or donor database with Raklet CRM
  • Collect membership payments or donations online
  • Communicate with members or donors via the Raklet app, text messages, or emails
  • Simplify event management with scheduling, invitations, and follow-ups

Major Capabilities

  • Contact management: Raklet CRM allows you to keep all your records in one place, customize profiles with custom fields, and categorize items with lists and tags. You can import an existing database on your own or get assistance for an additional fee.
  • SMS and email: You can reach out to your contacts directly by sending SMS messages or emails through Raklet. You pay an additional fee for each SMS message that you send. With the Essentials plan, you can send up to 5,000 emails before you have to pay any additional fees.
  • Online payments: Accept online payments like one-time donations or individual membership fees directly through Raklet. You pay a transaction fee for each online payment that you accept.
  • Event ticketing: You can sell tickets online for your events. Ticket sales incur the same transaction fee as other online payments.
  • Fundraising: You can create custom pages for your organization's fundraising campaigns.

The Raklet Essentials plan does not include automated messaging, recurring payments, and other functionality that is included with other Raklet subscriptions. See a comparison of Raklet subscriptions and a complete list of features.

Support

The Raklet Essentials subscription includes chat and email support. Phone or video support is available for additional fees.

Choose Carefully

The administrative fee for this product is not refundable, and the product cannot be exchanged.

Obtaining This Product

When TechSoup approves your donation request, we will send a message to your organization email address with preliminary information about obtaining this product. Shortly after, the donor partner will contact you to set up your account.

Details and Service Costs

Discounted Rates This offer provides access to a 75 percent discount on a one-year subscription to the Raklet Essentials plan. After you request this offer through TechSoup, you'll pay Raklet $147 directly for the discounted subscription.
If you accept online payments with the Essentials plan, you'll pay a fee of 4.9 percent plus $0.90 per transaction.
Subscription Limits The Essentials plan provides
  • Unlimited administrators
  • 1,000 contacts
  • Three custom CRM fields
  • 5,000 free emails per month
  • One email sender name
  • One-time donations only (no recurring donations)
  • 0.5 GB online storage
  • Chat and email support
Service Contract Required You must agree to a one-year service contract with Raklet.
Continuing Service After One Year You may renew your subscription by requesting another product through TechSoup each year before the subscription expires.

If you wish to upgrade your plan or need more than the maximum number of contacts that are provided by your current plan, you can request the discounted Professional or Premium plan through TechSoup instead of the Essentials plan when you renew.

Additional Services
  • Data import: $500 to $1,000 one-time fee depending on complexity
  • SMS messaging:
    • Pricing varies from $0.0058 to $0.442 per text message, depending on the country
    • Bulk SMS message packages are available at a discount
  • Additional email messaging:
    • 50,000 emails: $50 per month
    • 100,000 emails: $80 per month
    • 200,000 emails: $110 per month
    • 500,000 emails: $175 per month
  • Phone support: $50 per month for up to two phone calls
  • Video support: $100 per month for up to two 30-minute video sessions
  • Development work (integrations, APIs, reporting): $30 to $60 per hour depending on complexity
  • Custom mobile app for members: $149 to $199 per month depending on platforms
  • Design work
    • Website with five unique pages: $3,000
    • Video: $2,000 per minute
    • Banners, ads, or other designs: $60 per hour
Existing Members Ineligible This offer is not available to organizations that already have a paid Raklet subscription unless the original subscription was obtained through TechSoup.
Previewing Raklet If you've participated in the free trial for Raklet, you can request this product to activate your trial version.
Credit Card Required A credit card is required to pay for your one-year subscription and any additional services that you purchase.
Restrictions: 
123 USD
dynamics 365 CAL
Description: 

The Dynamics 365 for Customer Service (On-Premises) user CAL provides a user with access to the customer service application in Dynamics 365 (On-Premises) Server from any device. Dynamics 365 (On-Premises) Server is the on-premises version of Microsoft Dynamics 365 and runs on Windows Server. The on-premises version of the Dynamics 365 for Customer Service application provides a limited subset of the customer relationship management (CRM) capabilities that are available in the cloud-based version.

This donation provides one Dynamics 365 for Customer Service (On-Premises) user CAL. The rights to run Dynamics 365 (On-Premises) Server software and the Dynamics 365 for Customer Service (On-Premises) application are included with the CAL. For additional information about Dynamics 365 (On-Premises) and its licensing requirements, see the Guide to Dynamics 365 Products and Licensing.

 

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one on the Current Versions of Microsoft Products page. In addition, you can download the software in any language that's available.

 

Benefits for Organizations

You can use Dynamics 365 for Customer Service (On-Premises) to

  • Simplify relationship management by bringing together all constituent information into a central location
  • Automate and streamline processes by identifying best practices and creating consistent procedures

 

Major Capabilities

  • Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.
  • Import data: Users can upload data in bulk to integrate contacts, emails, tasks, appointments, or notes with the appropriate customer records.
  • Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.
  • Deploy a knowledge base: You can set up a searchable knowledge base for your employees to provide them with consistent answers across channels.

 

License Information

CALs do not require media, license keys, or setup codes.

CALs offered through TechSoup are always for the currently offered version of the server software. However, these licenses can also be used with earlier versions of the server software.

 

Obtaining This Product

The right to run Dynamics 365 (On-Premises) Server software is included with the CAL. No additional licenses are needed for server software.

Installing this product requires you to download the software from the Volume Licensing Service Center and enter a license key. You can download any available version or language for your product.

Expect two emails:

  1. When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the email address in your organization details is up to date by visiting your account
  2. Microsoft will send an email welcoming your organization to VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

 

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

123 USD
dynamics 365 CAL



Description: 

The Dynamics 365 for Sales (On-Premises) user CAL provides a user with access to the sales application in Dynamics 365 (On-Premises) Server from any device. Dynamics 365 (On-Premises) Server is the on-premises version of Microsoft Dynamics 365 and runs on Windows Server. The on-premises version of the Dynamics 365 for Sales application provides a limited subset of the customer relationship management (CRM) capabilities that are available in the cloud-based version.

This donation provides one Dynamics 365 for Sales (On-Premises) user CAL. The rights to run Dynamics 365 (On-Premises) Server software and the Dynamics 365 for Sales (On-Premises) application are included with the CAL. For additional information about Dynamics 365 (On-Premises) and its licensing requirements, see the Guide to Dynamics 365 Products and Licensing.

 

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one on the Current Versions of Microsoft Products page. In addition, you can download the software in any language that's available.

 

Benefits for Organizations

You can use Dynamics 365 for Sales (On-Premises) to

  • Simplify relationship management by bringing together all constituent information into a central location
  • Save time by sharing information and existing work across the organization, allowing you to reuse effective campaigns, marketing, and service materials rather than creating new ones
  • Automate and streamline processes by identifying best practices and creating consistent procedures

 

Major Capabilities

  • Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.
  • Import data: Users can upload data in bulk to integrate contacts, emails, tasks, appointments, or notes with the appropriate customer records.
  • Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.
  • Deploy a knowledge base: You can set up a searchable knowledge base for your employees to provide them with consistent answers across channels.

 

License Information

CALs do not require media, license keys, or setup codes.

CALs offered through TechSoup are always for the currently offered version of the server software. However, these licenses can also be used with earlier versions of the server software.

 

Obtaining This Product

The right to run Dynamics 365 (On-Premises) Server software is included with the CAL. No additional licenses are needed for server software.

Installing this product requires you to download the software from the Volume Licensing Service Center and enter a license key. You can download any available version or language for your product.

Expect two emails:

  1. When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the email address in your organization details is up to date by visiting your account
  2. Microsoft will send an email welcoming your organization to VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

 

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

10 USD
dynamics 365 CAL
Description: 

The Dynamics 365 for Team Members (On-Premises) user CAL provides a user with basic or read-only access to Dynamics 365 (On-Premises) Server from any device. Dynamics 365 (On-Premises) Server is the on-premises version of Microsoft Dynamics 365 and runs on Windows Server.

This donation provides one Dynamics 365 for Team Members (On-Premises) user CAL. The rights to run Dynamics 365 (On-Premises) Server software are included with the CAL. For additional information about Dynamics 365 (On-Premises) and its licensing requirements, see the Guide to Dynamics 365 Products and Licensing.

 

Which Versions of This Software Are Available?

You can choose to download the current version or the previous version of this software. You can find out which version is the current one on the Current Versions of Microsoft Products page. In addition, you can download the software in any language that's available.

 

Benefits for Organizations

You can use Dynamics 365 for Team Members (On-Premises) to

  • Simplify relationship management by bringing together all constituent information into a central location
  • Automate and streamline processes by identifying best practices and creating consistent procedures

Major Capabilities

  • Create reports: Reports are available with on-demand, scheduled, or event-based delivery and can be generated by users without IT assistance.
  • Track correspondence: Replies to tracked emails are automatically tracked as well, allowing users to quickly see all pertinent correspondence with or about a customer.
  • Deploy a knowledge base: You can set up a searchable knowledge base for your employees to provide them with consistent answers across channels.

 

License Information

CALs do not require media, license keys, or setup codes.

CALs offered through TechSoup are always for the currently offered version of the server software. However, these licenses can also be used with earlier versions of the server software.

 

Obtaining This Product

The right to run Dynamics 365 (On-Premises) Server software is included with the CAL. No additional licenses are needed for server software.

Installing this product requires you to download the software from the Volume Licensing Service Center and enter a license key. You can download any available version or language for your product.

Expect two emails:

  1. When your donation request has been approved, TechSoup will send a message to your organization email address. This email will confirm the number of licenses you have requested and provide information about how to use the VLSC once Microsoft accepts your license agreement. Make sure the email address in your organization details is up to date by visiting your account
  2. Microsoft will send an email welcoming your organization to VLSC. This email will indicate that Microsoft has accepted your license agreement. After you receive this email, you'll be able to follow the steps in the first email you received from TechSoup to obtain your donation through the VLSC.

 

Software Assurance

Under the Software Assurance program, you have the right to install any new release of products covered in the agreement during the term of your coverage.

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