CRM, Fundrasing SASS and PowerBI Repoting

Sell specialized CRM, fundraising SaaS, and Power BI reporting solutions designed specifically for nonprofits. Confidential company helps organizations improve donor engagement, reporting visibility, and operational efficiency through smarter systems and data-driven insights.

WHY THIS SELLS

• Nonprofits struggle with outdated CRM systems and poor reporting
• Strong demand for better donor tracking and fundraising optimization
• Clear ROI through improved fundraising performance and efficiency
• Consultative sale with real business impact at the leadership level

BUSINESS MATURITY (PROVEN VS NEW)

Confidential company is a nonprofit-focused technology and consulting firm with deep expertise in CRM (Microsoft Dynamics), reporting, and process optimization for mid-sized organizations.

YOUR DAY-TO-DAY

• Identify and engage nonprofit organizations and decision-makers
• Uncover pain points in CRM, fundraising, and reporting
• Present tailored solutions (CRM, Power BI, automation)
• Collaborate with internal team on solution design
• Close deals and hand off for implementation

WHAT YOU’RE SELLING

• CRM solutions (Microsoft Dynamics 365 and related systems)
• Fundraising and donor management platforms
• Power BI reporting and executive dashboards
• Process optimization and automation solutions

KEY VALUE PROPOSITION

• Improve fundraising results and donor engagement
• Provide executive-level visibility through better reporting
• Eliminate data silos and manual processes
• Increase operational efficiency across teams

TARGET CUSTOMERS

• Mid-sized nonprofit organizations
• Development/fundraising teams
• Executive leadership (CEO, CFO, Development Directors)
• Organizations struggling with CRM adoption or reporting gaps

SUPPORT & RESOURCES

• Consultative sales support and discovery process
• Technical expertise for solution design and demos
• Proven frameworks for diagnosing nonprofit challenges
• Access to Microsoft-based ecosystem and tools

COMPENSATION

• 5%–12% commission
• Transactional (initial deal focus)

WHO THRIVES HERE

• Reps with experience selling SaaS, CRM, or consulting services
• Those familiar with nonprofit fundraising or donor management
• Consultative sellers comfortable speaking with executives
• Self-starters who can identify and develop opportunities

WHY JOIN

• Niche focus with clear demand in the nonprofit sector
• High-value, consultative sales process
• Opportunity to sell impactful solutions that drive real outcomes
• Access to a specialized, underserved market

FREQUENTLY ASKED QUESTIONS

• What is being sold? CRM, fundraising SaaS, and Power BI reporting solutions

• Who are the buyers? Nonprofit executives and fundraising leaders

• Is this a transactional or recurring sale? Primarily transactional (initial implementation deals)

• What makes this opportunity stand out? Strong niche focus, consultative selling, and clear ROI tied to fundraising performance