Sep 4, 2025 | CRM, Fundraising
If you work in fundraising in Australia or New Zealand, chances are you’ve come across Blackbaud Raiser’s Edge, you may even be currently using it. It’s been a well-known donor CRM for years. But alas, you have come to this article and are asking; “are there better...
Sep 2, 2025 | CRM, Fundraising, Nonprofit
What is moves management? At its core, moves management is about the intentional steps you take to deepen a donor’s connection with your organisation. Every thank-you call, event invite, impact update, or personal message is a “move” that helps transform a first-time...
Mar 25, 2025 | Contact Center, CRM, Customer Service, Dynamics 365
Recent news of Mitel’s financial restructuring has understandably caused concern for many Australian and New Zealand businesses relying on their contact centre solutions, or for those considering implementing their Contact Centre solutions. Customer...
Mar 7, 2025 | Contact Center, CRM, Dynamics 365
A guide to call centre software for Australian and New Zealand organisations, who are looking for a contact centre management solution in the cloud and backed by dedicated support. In February, Avaya announced a mandatory 200-seat monthly minimum commitment for...
Mar 6, 2025 | CRM, Customer Service, Dynamics 365
With Microsoft’s announcement of the Customer Service Hub’s discontinuation in February 2025, a smooth transition to the Customer Service Workspace is front of mind. Migrating to a new platform usually requires careful planning and execution. Here’s a...
Mar 5, 2025 | CRM, Customer Service, Dynamics 365
Microsoft is discontinuing the Dynamics 365 Customer Service Hub, which as of February 2025, will no longer be available to new Customer Service customers with Enterprise licenses. Existing users of Customer Service Hub can upgrade to the new Workspace app at any...
Mar 4, 2025 | CRM, Customer Service, Dynamics 365
Imagine you’ve been working in a kitchen where the oven is in one room, the sink in another, and the fridge down the hall. That’s kind of like the Dynamics 365 Customer Service Hub – things work, but it’s not very efficient. Now imagine a brand new,...
Feb 17, 2025 | CRM, Dynamics 365, Fundraising, Nonprofit
Last year Microsoft announced that it would be retiring it’s Fundraising & Engagement solution. If your organisation is using Microsoft Fundraising & Engagement, a key component of Microsoft Cloud for Nonprofit, you may have already been notified that it is...
Sep 12, 2024 | Contracts Management Solution, CRM, Dynamics 365
Contract management is super easy with our Klevr Contracts app integrated with Dynamics 365, but what happens when you also add Microsoft Copilot to the mix? In a recent webinar, we explored how Microsoft Copilot could further enhance productivity and help...
Aug 19, 2024 | CRM, Customer Insights, Dynamics 365
Which is better, Dynamics 365 Customer Insights vs Marketo? There is a wide range of CRM and marketing automation platforms and tools available to choose from. Choosing the right solution can seem overwhelming. All solutions have their pros and cons, so let us look at...
