StratusLIVE, a leading provider of nonprofit technology since
2008, has recently upgraded their StratusLIVE 365 CRM to the
Dynamics 365 Unified Interface. This enhancement provides
significant benefits to enterprise nonprofits – especially those
with sophisticated donor management strategies and complex
financial reporting needs.
CHESAPEAKE, Va., April 30,
2024 /PRNewswire-PRWeb/ -- StratusLIVE is pleased to
announce the release of StratusLIVE 365 CRM 9.3. This release marks
a transformative shift in the user interface and overall user
experience enhancing user interaction, expanding donor tracking
capabilities, and streamlining financial reporting and queries.
"By streamlining processes and improving
functionality, this upgrade is a significant leap forward in
empowering nonprofits to maximize their resources and enhance their
impact."
Dynamics 365 Unified Interface – Model driven App:
The upgrade to StratusLIVE 365 CRM 9.3 provides users with an
improved visual experience, including revisions to navigation,
form, and view design, simplifying user accessibility, and
minimizing clicks. Role-based experiences tailored to the specific
needs of the user improve productivity and ease of use. A timeline
view with posts, activities, and notes ordered by most recent will
enhance user interaction, making it easier and more intuitive to
navigate and access critical information.
Consolidated Financial Structures:
For enterprise nonprofits with complex financial transaction
data, it is challenging to efficiently manage and report upon this
data. With newly implemented financial structures within
StratusLIVE 365 CRM 9.3, all transaction records are consolidated
and included in a single view, including payments, recurring
payments, soft credits, and pledges. This structure can be used to
streamline financial reporting and ad-hoc queries, especially at a
single donor level. Charts and graphs also more efficiently display
this data for simplified viewing.
Advanced Prospect Management:
Development and fundraising teams increasingly depend on timely
and effective prospect research to identify promising candidates
for gifts. With enhancements to the breadth of supported data
points, revised prospect cultivation stages, and refinements in
prospecting approach for the various types of campaigns and
appeals, StratusLIVE 365 CRM 9.3 now offers major gift and prospect
research teams robust functionality for prospect discovery,
research, and cultivation preparation. The new version also
supports the allocation of credits to participating team members
involved in cultivation of the gift opportunity.
Enhancements for Healthcare Organizations:
Healthcare organizations require detailed tracking and
management of patient interactions to better inform their
fundraising efforts. StratusLIVE 365 CRM 9.3 includes fields such
as Patient Visit, Date of Visit, Department, Guarantor, Insurance
Status, Inpatient, and Treating Physician. These fields offer
healthcare development professionals a better understanding of the
patient's clinical history with the organization leading to
affinity and interest alignment.
This release lays the foundation for the next iteration of
StratusLIVE 365, Version 10, which will leverage the full potential
of Microsoft's recent platform advances, including the Dynamics 365
Cloud, Dataverse, Power Platform, Copilot AI, and Azure Fabric Data
Services.
Bob Williamson, Director of
Fundraising Operations and Digital Solutions at United Way of
Central and Northeastern
Connecticut, touted the united interface, "I love the new
navigation; it is much more intuitive. The ability to link more
fields for pledges, invoice designations and opportunities,
contacts and accounts is very helpful for our reporting."
Brett Meyer, Vice President of
Professional Services, commented on this transformational upgrade,
"With the introduction of the unified interface and enhanced
functionalities, our clients will enjoy a smoother workflow,
allowing them to focus more on their core missions of fundraising
and relationship management. By streamlining processes and
improving functionality, this upgrade is a significant leap forward
in empowering nonprofits to maximize their resources and enhance
their impact."
To view these latest enhancements in action, visit our product
videos page.
About StratusLIVE:
StratusLIVE, an industry leader of Software for Social Good,
empowers organizations to drive change and increase impact. Through
its Nonprofit Industry Cloud Solution, enterprise nonprofits access
CRM Fundraising and Engagement, Mission Delivery through Programs
and Partners, a comprehensive Digital Engagement Suite, an Online
CSR solution for Corporate Engagement, and a personalized
application for donors. This end-to-end solution equips the modern
nonprofit with a comprehensive digital toolset to enact mission
delivery with features including virtual giving, relationship
management, business intelligence, and team collaboration. With a
basis on the Microsoft commercial platform and native integrations
with Office, Teams, and Mobile environments, nonprofits experience
ease of use and increase collaboration and accessibility.
StratusLIVE, headquartered in Chesapeake,
Virginia has empowered enterprise nonprofits, federations,
and foundations across the United
States since 2008. Visit StratusLIVE.com to learn more.
Media Contact
Kelly Perry, StratusLIVE,
877.281.2099, kelly.perry@stratuslive.com,
https://stratuslive.com/
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SOURCE StratusLIVE