Why Access & Enterprise®CRM?
Experience + Innovation

“In my 22 year career with United Way, I endured 6 different campaign management systems before switching to Enterprise. Without a doubt, the software is head and shoulders above the competition. However, what truly sets Access apart is their Customer Service. They’re not only quick to respond to our requests but they really know our operation and treat us as if we’re their most important customer.”

Relationships are the power source of effective fundraising. Enterprise® CRM unlocks the extraordinary potential of your data, allowing you to approach fundraising from a strategic planning and personalized marketing perspective. Now more than ever, an organization-wide solution is essential to aligning all of your efforts around your impact goals.

You’ll have the power to identify trends, monitor costs and maximize results. You can coordinate direct marketing, track prospects, research and cultivate major donors and planned gifts, and manage volunteers and special events – all from a single, centralized database.

Enterprise®CRM is built on the foundation of the individual donor. Employment. Giving. Relationships. Involvement. Touch points. Interests. All on a single record. The My-Enterprise dashboard pulls together the information you work with onto one screen.

The software works the way you do. Click and get a list of major donors, certain committee members or prospects that came to a recent special event. One-click pulls up those that volunteered more than 20 hours last year, drops them into Outlook and sends a follow-up reminder or thank you email (yes, it automatically writes back to their records that you sent it to them).

It’s very easy to learn and use. Enterprise®CRM works as one with the Microsoft platform and includes best-practice guides to help ensure consistency and financial transparency.

Enterprise®CRM is proven, complete and scalable. Our customer community encompasses United Ways of all sizes. In total, our customers raised over $1 billion last year alone!

There’s even more. We encourage you to consider our other widely used software for United Way:

AgencyLink	-	allow agencies and other UWs to view pledge and payout info online.
DonorLink	-	allow your donors to view their giving, print receipts, share interest, etc.
PledgeLink	-	the fastest growing e-Pledge solution.

Why Access & Enterprise®CRM? Experience + Innovation

Why Access & Enterprise®CRM?
Experience + Innovation