Skip to main content

Dynamics CRM for Political Campaigns

With the presidential campaigns taking so much of our national attention, I have been think about how candidates can benefit from customer relationship management technology.

My company InfoStrat has implemented Microsoft Dynamics CRM to provide constituent management, executive scheduling and correspondence management for elected officials such as governors and county commissioners.

Candidates have similar requirements to communicate with voters as elected officials . These communications come from multiple channels, including website forms, emails, in-person meetings and, yes, even letters.  Dynamics CRM and Parature allow you to respond in kind, using the appropriate communications channel.  With ClickDimensions email marketing automation, you can create richly formatted emails and event invitations, and track responses in Dynamics CRM.

Communications should be handled consistent with the policy positions of the candidate and often require escalation and staff action to respond to requests. You can publish a knowledge base of candidate positions and documents, and organize them for easy searching and browsing.




Dynamics CRM social capabilities allow you to track voter sentiment and social engagement. 

Political candidates also have requirements to comply with federal and state election laws, so tracking relationships with donors is vital.  Integration with your campaign contribution system helps ensure compliance and associate activities with donors. 

CRM gives a 360 degree of people which interact with the campaign. Their role and relationship can change over time, such as contributing, volunteering, or even taking a staff position after a successful election bid.

You can use Dynamics CRM to sign up volunteers and track their activities.  With a portal like PortVue, volunteers can sign up online.

Mapping capabilities of Dynamics CRM offer visualizations to show where donors and supporters are located.

Getting organized and communicating clearly and consistently are important to political campaigns, so Dynamics CRM is a tool that can help you get elected. 


Popular posts from this blog

The DATA Act Driving Grant Management Automation

The Digital Accountability and Transparency Act enacted in May 2014 calls for making spending data available in open, standardized formats to be published online.  It is a continuation of transparency initiatives and lessons learned with experiences such as grants.gov, the 2009 economic stimulus under the Recovery Act and the spending site USASpending.gov.

Government grantees will have significant new administrative responsibilities.  Many organizations that were tracking grants in spreadsheets or documents will have to adopt more sophisticated automated grant management systems such as Microsoft Grants Manager to keep up with reporting rules.

For profit companies will lose some privacy as a result of this law.  Grant recipients will be required to disclose information including officer salaries.

Continued improvements to publishing grant opportunities such as grants.gov may make it easier to find grants. These reforms together are designed to improve the effectiveness of grant prog…

Dynamics 365 for Government Contractors (GovCon) Frequently Asked Questions (FAQ)

One of InfoStrat's most popular solutions is Dynamics 365 for Government Contractors (GovCon).



Here are some answers to frequently asked question on this solution:
Can I add new fields to the solution?  -- Yes, the solution is fully customizable and you can add your own new fields to any form, view or report.Does Dynamics 365 for GovCon work on mobile devices?  -- Yes, Microsoft offers mobile apps for all the most popular platforms including iPhone, iPad, and Android phone and tablets.Does Dynamics 365 connect with bid data systems such as Deltek and Onvia?  -- Some information services, such as Onvia, offer integration with Dynamics 365.  Others require third party solutions such as the InfoStrat integration with Deltek GovWin IQ.What do customers typically customize for their unique requirements? -- Not all contractors follow the same steps in the capture process.  Most clients will tailor the business process to add or remove steps in order to match their sales methodology.  Of…

Understanding Microsoft AppSource and Dynamics 365

On July 6, 2016, Microsoft announced the introduction of Microsoft Dynamics 365 and Microsoft AppSource. Scheduled to be available in the fall of 2016, Microsoft Dynamics 365 will allow new ways for customers to consume Microsoft's current CRM and ERP cloud offerings based on business functions such as financials, field service, sales, operations, marketing, project management and customer service.

Microsoft AppSource will be an online store for cloud services from Microsoft and third party providers such as InfoStrat and other Microsoft partners.  Microsoft expects to offer more than 200 business SaaS apps, add-ins and content packs when AppSource launches.



The announcement garnered quite a bit of response in the press, including the Wall Street Journal and Forbes
Although all the details of Dynamics 365 have not been announced, the essence is bundling and un-bundling of products and features from Microsoft's extensive Dynamics catalog.  Microsoft is enhancing the integrat…