Effectively cultivate, share, and leverage collective constituent knowledge across your organization with MicroEdge FIMS CRM, a tailored version of Salesforce CRM, the leading cloud computing CRM application. FIMS CRM is a web-based solution providing comprehensive, integrated CRM capabilities with your FIMS system. Gain a more holistic view of constituent relationships while establishing processes for donor cultivation. FIMS CRM allows you to spend more time developing relationships, and less time administering them.

With FIMS CRM you can:

Streamline prospect development processes
Route new leads and track important activities and dates associated with specific opportunities. Easily assign tasks to staff for targeting donors. Review forecasts and dashboards for a big picture view of your prospect pipeline and close probabilities.

Effectively manage constituent information and activities
Gain a holistic view of constituent history by tracking and documenting interactions and activities within a single constituent record. Completed tasks in FIMS CRM are sent to FIMS to create Contact records, and vice-versa, maintaining a complete activity history in both systems. Easily identify Profiles for targeted campaigns by segmenting constituents based on their activities and interests.

Plan and organize special events and conferences
Manage all details related to your events in one central location. Track RSVPs, registration fees, and guest information, as well as manage budgets, expenses and revenue. Capture complete event information by recording volunteer, sponsorship and vendor information. Export received fees and donations for entry into FIMS via the Gift Import.

Establish consistent, time-saving processes
Create standard email and letter templates for consistent and timely communication to all constituents. Leverage FIMS CRM functionality to set up an internal workflow to manage your donor relationships and facilitate the sharing of information.

Flexible reporting features
Generate reports about your constituent activities such as events and campaigns. Easily run queries to get the information you need in a custom format. Create dashboards to see visual representations of your prospecting activities.

Synchronize data with FIMS
Data and activities from profile records are automatically synchronized between both FIMS and FIMS CRM, eliminating the need for duplicate data entry. Gift summary and fund balance information from FIMS is automatically pushed to FIMS CRM.

Convenient, online access to constituent profiles
FIMS CRM is accessible at anytime, anywhere via the Internet. A user-friendly interface provides simple navigation and customizable page layouts to meet individual needs.

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