Access thankq CRM Powerful tools to collectively understand and manage relationships with supporters, members, alumni and volunteers

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1 theaccessgroup.com/thankq Access thankq CRM Powerful tools to collectively understand and manage relationships with supporters, members, alumni and volunteers

2 The UK s largest software supplier to the not-for-profit sector 1,200+ Customers 10,000 NFP professionals 24 years NFP experience 125 NFP UK specialists inc. charities, educational establishments, visitor attractions, professional bodies, trade unions, public sector and memberships use our solutions to manage CRM, finance, HR, alumni, payroll, reporting, ticketing, membership, fundraising and more delivering empowering software and technology solutions to not-for-profits across the world dedicated not-for-profit, membership and alumni experts that are with you every step of the way We ultimately chose Access thankq CRM because of the breadth and depth of functionality, because they seemed to really understand what we need from a fundraising system, particularly in terms of direct mail, and because of value for money. Nicola Skingle Head of Partnerships and Projects The Stroke Association Access thankq CRM has become integral to the management of our two membership groups. I would highly recommend the finance module and reporting tools, which have proved to be highly effective. Kate Ainley-Marr Fundraising Manager Fulham Palace One of the main reasons for choosing Access thankq CRM was for its flexibility and being able to work with our Project Team to develop new and existing modules to meet our requirements. Jenny Shaw IT Projects Manager Edinburgh University Some of the most user-friendly and efficient reporting functionality that I have seen in a database. Great import capability that has dramatically reduced the amount of time required to manually key data. Ray Clark Head of Regular Giving Wildfowl and Wetlands Trust

3 The preferred CRM for charities, memberships and educational establishments Take your organisation to a higher level with one of the not-for-profit, membership and alumni sectors most powerful CRM systems. Streamline your communications and merge your data silos. Create more personalised relationships and realise the power of mobile CRM technology, with access to the information you need from anywhere and on any device. Charities The key to developing successful relationships is making sure your donors and supporters feel you truly know them, and with our CRM fundraising solution, Access thankq CRM, you can. Its extensive functionality paired with an intuitive and simple interface allows for easy navigation around all your contacts information. You ll find a complete overview of every relationship in the system, such as communications, interests, donations, events and more. Giving you greater detail at the click of a button. Memberships Knowing who your members are and being able to profile them in order to give them relevant information and value for their membership is key to long lasting relationships and loyalty. Access thankq CRM is a leading membership relationship management solution that provides you with the retention tools to achieve these objectives. Allow members to manage their own records, renew their subscription, sign up to events and download documents and all online. Access thankq CRM also manages the relationships with other stakeholders, including prospective members. Educational establishments Capturing, analysing and understanding information on your alumni and supporters is vital for building long lasting relationships and a strong community. That s why the Access thankq CRM alumni development solution provides you with the tools to make creating relationships and staying in touch with students and alumni as simple as possible. Extensive functionality paired with an intuitive and simple interface allows for easy navigation around all your contacts information and is designed with specific education modules to help with all your development and alumni needs.

4 Get the most from Access thankq CRM Unlimited contacts Your database may grow but your costs never will as a result. You won t be penalised for expanding your contact base or adding them into increasingly segmented groups. Social mobility Keep track of mentions and join conversations about your organisation on Facebook, Twitter and LinkedIn. Reply socially in real time via s or by post. Simply sign up, sign in and you re sorted. We re there for you When you partner with Access Group, you partner with people, not a call centre. Our software is developed, deployed and supported in the heart of the UK, where we have been based for over 24 years. Work on the move Access thankq CRM is built on the latest technologies, so CRM on the go is now a reality. Unlike mainstream mobile databases, it s ready to use out of the box online and offline and is specifically built for the NFP sector.

5 Flexible hosting options Hosting can be by Access Group, a third party provider of your own choice, or you can host on your network. Updates can be actioned automatically and your data security is fully maintained. The choice is yours. Become integrated Access Group can offer real world integration of your back office systems, helping you to realise the power of combined finance, CRM, HR, ticketing and epos solutions. Game changing technology. Time saving benefits The freshly designed user interface (UI) is highly intuitive, with many users saying that they were up and running within minutes. Such ease-of-use means that users spend less time learning and more time doing. Configurable and bespoke Unlike many other CRM systems, Access thankq CRM can be configured functionally to your exact requirements, meaning that you get precisely what you need and without compromises.

6 Why do not-for-profits choose Access thankq CRM? Relationship management Income management and Gift Aid Membership management Alumni and development Have the flexibility to communicate via various channels including , texts, tweets and direct mail, in a more targeted and personalised way. Access thankq CRM allows you to manage multiple relationships between individuals and organisations, including trustees, volunteers, members, donors, alumni and many more. Processes paper-based and paperless direct debits and handles multiple currencies with ease, freeing up your time. Gifts in kind, batch processing, uploading and matching standing orders, plus creating BACS files for direct debits are all standard functions. Using Access thankq CRM, Gift Aid declarations are filed and online claims can be submitted to the HMRC portal at the touch of a button. Make the management process a breeze, leaving you with more time to offer greater value to members. Access thankq CRM caters for all types of memberships and offers flexibility around monthly and annual subscriptions, discounts and introductory offers, plus professional, group, gift and family membership. It also eases the pain of the renewal process by generating letters and s in just a few clicks. Stay ahead of the curve with the ability to analyse and identify key groups of alumni and supporters, uncovering trends and targeted sectors. Access thankq CRM makes it very easy to segment and target communications effectively by using full details of academic backgrounds and employment histories that you have recorded. Enjoy easy integration with your student databases and websites. Web & social media integration Event management Grant giving and applications Volunteers Build better relationships by significantly enhancing the reach and impact of your digital communications with our web and social media integration functions. Identify your social media ambassadors, allocate online content to campaigns, events or products and produce highly targeted and relevant online campaigns that generate a real buzz. Provide self-service for online bookings or updating contact records. By integrating Access thankq CRM you ll get an accurate view of all your contacts and spend less time on administration. Experience the feeling of control as you design, plan and manage your events through to successful conclusion. Access thankq CRM also offers options to set up and manage paid or free events, sponsorship, accommodation, exhibition space, web integration and much more. Access thankq CRM includes a wide range of reports to keep track of all incoming and outgoing payments, helping you to stay on budget from beginning to end. Increase your chances of successful grant applications by having a systematised process in place. Access thankq CRM is designed for charities that need a comprehensive set of tools to manage the grant applications they receive for funding. Our implementation project teams will work closely with you to ensure that your approval process is reflected within the workflow. From an online application you can manage the incoming information through to the assessment, approval and payment - plus monitor the outcomes and impact of the grant. Reap the full potential of all your volunteers to help your organisation better achieve its objectives. Access thankq CRM is ideal for organisations who want to record key volunteer information where the majority of volunteering activity is casual and event based. You can record biographical data, set up the types and numbers of volunteering roles required, report on a range of volunteer activities and much more. Choose from two versions: one that covers all the basic functionality or a more enhanced version to also manage recruitment.

7 Relationship management CRM for charities, memberships, alumni and other not-for-profits 360º view of contacts Relationship building Powerful searching Personalised interface Secure data Stronger supporter, member and alumni relationships Access thankq CRM allows you to manage multiple relationships between individuals and organisations, including trustees, volunteers, members, donors, alumni and many more. It gives you the flexibility to communicate via various channels including , texts, tweets and direct mail, in a more targeted and personalised way. Tracking the interactions and correspondence in order to manage the relationship is vital for your organisation. With Access thankq CRM you can track and follow up based on open rates and clicks on s from within the database - keeping communications in one place. Knowing what their actions are, Access thankq CRM will help you understand your target audience s behaviour and see how effective your communications are. Engagement can be tracked as you can see what each individual said, what you said to them and if they are reading what you send them. Build better relationships; see every interaction, interest, donation, event attendance and more Reach a contact faster by being able to see who knows who via a relationship tree Empower non-technical users with powerful search and reporting tools Increase productivity with personalised interfaces, allowing users to see data most relevant to them Gain greater data integrity from de-duplication to audit trails that track who views and changes records.

8 Income management and Gift Aid Direct debits, BACS files, gifts in kind, standing orders and more - all handled as standard Donations, memberships and subscriptions Gift Aid Trading payments Pledges and committed giving Direct debits and standing orders Invoices Intelligent Gift Aid management Gift Aid management is a painless process with Access thankq CRM. Gift Aid claims can be calculated in a matter of seconds and electronic submission to HMRC produced at the click of a button. Trawling old donations couldn t be easier; when gifts are entered their tax claimable status doesn t depend on the donor having a Gift Aid Declaration (GAD). Access thankq CRM simply needs to know whether the nature of the donation is eligible. This means that once the donor does sign and backdate a GAD all their old income will automatically be claimed upon, without the need to revisit each donation record. Legislative changes are automatically available as part of our support agreement with you, so when the tax rate changed and Transitional Relief was introduced we made sure that Access thankq CRM kept pace. We have also implemented the best practice guidelines from HMRC for managing reversed payments. Easily manage and analyse all income types important to not-for-profits Save time collecting funds with paperless Direct Debits and SEPA Calculate and submit Gift Aid claims in seconds Reduce admin with simplified Gift Aid Declaration processing Stay compliant with the latest legislative changes available automatically Gain better access to information via integration with most accounts software.

9 Membership management A comprehensive toolkit for membership organisations Flexible subscriptions Automated renewals and credit control Membership recruitment tools Training and education support Special interest groups Configurable to support special requirements Flexible membership management Access thankq CRM is a comprehensive toolkit catering for all types of membership organisation, including public attractions, professional bodies, trade associations, unions, charities and clubs. Spanning almost two decades, Access thankq CRM has been developed from our experience of working with a wide range of different membership clients. The Membership module also integrates key elements of the CRM module with those of the Finance module, to deliver one of the membership sector s most powerful CRM solutions available today. Retain and attract new members, getting a better understanding of their needs. Reduce costs, increase revenue and introduce new revenue streams with streamlined processes and more effective marketing initiatives. Support key decision making with better information and improved management reporting. Supports your organisation rules, including paid and non-paid memberships, discounts, free periods and more Quickly add or make changes to group memberships including additional individuals and organisations Flexible mailing preferences allow renewals and communications to be sent to different contacts Send out membership renewal letters on time and to the right person, at the click of a button, saving you time Easily share information and make the most of member relations with powerful CRM and fundraising features.

10 Alumni and development Full relationship management for educational establishments Nurture alumni relationships Unlimited alumni contact database Development campaign management Major giving prospect management Integrated Calling module for telethons Integrated online community All the benefits of intuitive alumni management in one place Access thankq CRM is used across a range of schools and higher educational establishments and has been developed to make the process of managing development and alumni as simple as possible. We understand that with funding models changing new streams of income are necessary and annual fund campaigns and philanthropy are most successful with an engaged community of parents, alumni and stakeholders. Sweep data from student records, build an online community, plan and run calling campaigns and manage a full range of fundraising initiatives. Track all aspects of involvement, from donations to volunteering, alongside detailed social media and marketing analysis. Track the student journey from enquiry through to alumni reunions and volunteer mentoring Empower future marketing with segmentation across academic background, employment and event histories Nurture relationships with high value donors, supported by our prospect management tools Easily keep track of calling activity with campaign design and execution management Quickly process returned mail and incoming forms with integrated barcode scanning Save time capturing each year s new student records with our import tools.

11 Web and social media integration Enhancing the reach and impact of your digital communications Secure website login Mailing lists selections Membership payments Event booking Website data importing Social media integration Integrate and realise the true potential of your Access thankq CRM More organisations are recognising the need to engage with their supporters, fundraisers, members and alumni through the internet. To make the most of this, Access thankq CRM allows you to share information with your website; easily and securely. Web modules provide supporter or member web pages that are integrated with your existing site. They also provide validation of all data as it is brought back into Access thankq CRM. We also offer an industry standard interface (API) which allows other web programmers to extract and insert data into your Access thankq CRM database. By providing members, supporters and alumni with self-service for online bookings or updating their records, Access thankq CRM allows you to get an accurate view of all your contacts - and spend less time on administration. Access thankq CRM also makes it easy to identify your social media ambassadors, by automatically populating your database with social media interactions, such as Twitter and LinkedIn. You can also allocate online content to campaigns, events or products, helping you to produce highly targeted campaigns to generate a real buzz. Retain your own look and feel with web components to maintain brand consistency Efficiently extract and insert data into Access thankq CRM via API Quickly identify your social media ambassadors via integration to popular social media platforms Easily promote and track campaigns, events or products online, all from within Access thankq CRM Save admin time by providing self-service tools for members, supporter or alumni to update their own records Gain greater traction by offering online membership subscription and renewals.

12 Event management Tailored event planning and management Invitations Bookings and payments or invoicing Workshops and seminar options Budgets and resources Seating plans Accommodation Take full control of your events Not-for-profit organisations use Access thankq CRM events functionality to manage activities ranging from annual conferences, fundraising dinners and charity balls to conferences, training courses and workshops. From concept to delivery, this powerful event management solution saves time and money by allowing you to manage every aspect of your events from one centralised and cohesive place. Many organisations waste days working on autonomous tasks such as planning and allocating event budgets and resources, or managing bookings, invoicing, seating plans and accommodation. Access thankq CRM changes that paradigm and brings these laborious tasks together, to streamline your event design, planning and management, and ensure that it is brought to a successful conclusion. Drive online events and manage every aspect of their co-ordination from pre-planning to post-event analysis Manage all event types paid or free with ease, including conferences, training courses and workshops Maximise event potential from defining different attendee types to ticket price bands and early bird availability Easily allocate volunteer resource to events based on skill, availability, qualification, CRB checks and more Quickly access a range of reports and outputs from delegate lists to outstanding payment and budget reports.

13 Grants giving and applications Make your grant process seamlessly easy Manage applications and online forms Measure applications against funding targets Record committee /trustee decisions Payment schedules and manage payments Track reporting milestones Track follow-on monitoring and evaluation A comprehensive set of tools to manage inbound grant applications The Grants module is designed for charities that need a comprehensive set of tools to manage the applications they receive for funding. As part of the implementation of the Access thankq CRM Grants module, our project teams will work closely with you to ensure that your approval process is reflected within the CRM workflow. Typically, the Grants module will help you to manage and measure applications against funding targets and record committee/trustee decisions. You can also generate payment schedules, pay by cheque or BACS, track reporting milestones and analyse, monitor and evaluate data to gauge the impact of your funding. Maintain productivity as permission-based workflows reflect your current application and approval process Full visibility of reasons for rejection or withdrawal, which can later be analysed Automatically extract applications into reports for immediate review by committee or trustees Grant classifications against programmes or funds help you to track areas of interest Better budget planning thanks to grant payment scheduling and accounts system submissions Reduce instalment issues with configurable reports, ensuring all the correct information has been received.

14 Volunteers Complete volunteer management, recruitment and compliance recording Volunteer database Record hours logged Manage volunteer recruitment Match roles to volunteers Online opportunity search Manage your volunteers from one place Access thankq CRM offers two volunteer-based modules Volunteers and Volunteers with Recruitment. Access thankq CRM is ideal for organisations who want to record key volunteer information where the majority of volunteering activity is casual and event based. The Volunteers with Recruitment module gives you the tools to fulfil a wide range of volunteering opportunities, from one-off or casual positions, to permanent, specialist roles requiring specific skills and qualifications. Whether these roles are offered as a job share, attract multiple applicants, or allocate a single applicant to multiple roles, you decide how you manage volunteer recruitment - from an invitation which volunteers simply accept or decline, to a robust application and interview process. Access thankq CRM can then help you to find suitable volunteers, by selecting only those who have the appropriate skills, experience, qualifications, availability or geographical proximity. Access key volunteer data instantly such as contact Access details, key skills, volunteer availability data and instantly reference such checks as contact details, skills, availability and reference checks See the full picture with volunteer See the full picture with volunteer activity reports activity reports including hours booked including hours booked and achievements and achievements Broaden the reach of volunteer opportunities by Broaden the reach of volunteer opportunities by publishing them to social media and your website publishing them to social media and your website Create a more robust recruitment process that saves Create you a more time, whether robust recruitment for casual or process long-term positions that saves you time, whether for casual or long-term positions Match the right volunteers to the right activities by easily Match mapping the right skills, volunteers availability to the and right proximity activities by easily mapping skills, availability and proximity Invite selected volunteers to participate in opportunities Invite selected and volunteers keep track to of participate their responses. in opportunities and keep track of their responses.

15 Other Access Group solutions Finance and accounting Financial management systems that deliver clearly presented financial data and provide full accountability on all your finances. HR and payroll Web-based people management software that improves efficiency and performance, and payroll solutions with features such as a pension auto enrolment wizard and epayslips. Ticketing and epos Providing complete management and marketing information for admissions and ticketing, advance bookings, retail and catering point of sale. Cloud-based solutions Providing mobility, flexibility and scalability, our cloud-based solutions have become an essential component for many not-forprofit organisations IT infrastructure. Hosting Hosting solutions are designed to provide not-forprofits with the tools they need to bring their applications into the cloud. Reporting Reporting and business intelligence solutions that allow managers to make informed, data driven decisions. Managing time and attendance Fixed and mobile solutions that help not-for-profits securely deliver high quality performance through greater operational efficiency.

16 About Access Group is an established software solutions provider to the not-for-profit sector. We help organisations improve performance, increase cost efficiency, and make the most of their funds by delivering integrated organisation-wide solutions. Solutions that enable you to fully manage your CRM, membership and fundraising, run your finances, projects and documentation, as well as streamline your entire HR and talent management process. Supporting the growth and day-to-day operations of the charity, membership and education sectors Sales: +44 (0) theaccessgroup.com/thankq Support: +44 (0) Write to us: One Aldgate London EC3N 1RE United Kingdom Classification: Public Classification: Public

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