NGO’s and Import Manager
Is Import Manager useful for NGO’s?
An industry that often neglects having the proper software is the NGO Industry (Non-Governmental Organization), mostly since a lot of these are running on charity and have to be very conscientious about how they spend their money and on what. An often met misconception among NGO’s is that spending money on new and expensive software is a waste of money, … Read More
which should go to whichever cause the NGO is supporting. Therefore many NGO’s use out-dated or cheap software that doesn’t do the job properly and this is where
Import Manager comes into the picture, to help NGO’s migrate to Microsoft Dynamics CRM and the 21
st century.
When migrating from an older system, to Microsoft Dynamics CRM, NGO’s have the opportunity to choose Migration Manager and Microsoft Dynamics CRM Online for a cheaper solution. However, even with the full versions of both applications, the NGO is saving money in the long run, by helping them run their organization more effectively.
To make the decision even easier on the organization, Microsoft Dynamics CRM Online is free to try for 30 days and Import Manager, whether the full version or the light version, is available as a free download with a light restriction on the number of imports it is capable of making. Thus it is possible to test both systems out before spending any money whatsoever, an offer that’s simply impossible to refuse.
Of course there’s a big difference between a small NGO and a big NGO, where the bigger ones usually don’t struggle with the same issues and probably run new software already, but the bottom line is that in either case, Import Manager can prove extremely useful, if not invaluable.
For a case scenario where a small NGO uses Import Manager to change from Excel to CRM, see the Khmer Kids scenario here. For a more hands on example, read about the same scenario in detail here.
You can download Import Manager free of charge and try it out before you buy!
Accounting Environments
Import Manager is a useful tool for many different industries. In this article we will look at the importance of Import Manager and Microsoft CRM in an accounting company or department.
For a specific accounting company example, see this article about Klein and Stein Accounting under case scenarios.
While the rationalization for having Microsoft CRM .. Read More
in an accounting environment may not be immediately clear, it is obvious that it would be more than useful for an accounting company, if not an accounting department. This is because a company that does accounting services for other companies needs to keep track of customers or clients, as well as resources, where an accounting department in a larger company might only focus on the numbers and leave the rest to other departments. Nevertheless, an accounting department would be integrated with the rest of the company through the CRM system or perhaps an ERP system or other system connected to the CRM system through
Import Manager.
So what are the best reasons for using Import Manager in an accounting environment?
Primarily as a connection between the system the accounting department is using and the CRM system, but this only applies in certain cases of course. In such a case, the accountants save their number in a given system and the information deemed necessary for the rest of the company, can then be updated through Import Manager to the company’s Microsoft CRM system.
Another important factor in an accounting environment is data integrity and accuracy, something which can be achieved by regularly letting Import Manager check, if the data is accurate, by comparing and importing from another source.
A third scenario where Import Manager would be useful is where a company has the need to update to Microsoft CRM, from an older or different system, but this scenario is hardly specific to an accounting environment. Nevertheless it is the example used in the Klein and Stein Accounting case scenario.
You can download Import Manager free of charge and try it out before you buy!
