Dynamics 365 + Blackbaud CRM
Unify sales, service, and constituent engagement in a CRM that teams actually use. NIRA Systems helps organizations plan, implement, integrate, and optimize Microsoft Dynamics 365 and Blackbaud CRM—so processes run faster, data stays clean, and leaders get reliable reporting.
CRM Expertise
We specialize in industry-leading platforms to drive your business forward.
Microsoft Dynamics 365
Sales + Service + Operations- Sales process standardization: leads, opportunities, accounts, activities
- Forecasting, pipeline visibility, and productivity improvements
- Case management: intake, routing, SLAs, escalations, knowledge base
- Omnichannel-ready patterns (email/web forms/chat as needed)
- Power BI reporting for pipeline, service KPIs, and adoption
Blackbaud CRM
Nonprofit + Association Operations- Fundraising, memberships, events, workflows, and constituent management
- Security/permissions review, performance tuning, usability improvements
- Data health and governance: deduping, standards, segmentation readiness
- Reporting and analytics: KPIs for fundraising, engagement, pipeline
- Integration patterns: API-based and batch, with monitoring/reconciliation
What We Deliver
Comprehensive solutions covering every aspect of your CRM journey.
CRM Implementation
- Requirements → solution blueprint → configuration → UAT → go-live
- Environment and deployment planning (dev/test/prod)
- Role-based experiences and security model setup
Sales & Pipeline
- Lead routing, opportunity management, activity capture
- Forecasting, pipeline governance, and process alignment
- Automated follow-ups and task orchestration
Customer Service
- Case intake, routing, SLAs, escalations, knowledge base
- Agent dashboards, quality tracking, and productivity insights
Fundraising & Events
- Workflow optimization, operational best practices, and performance tuning
- Data stewardship practices for long-term sustainability
Automation & Integrations
- Workflow automation using Power Automate patterns
- Bi-directional integrations with ERP/finance, marketing, portals
- Data sync, reconciliation, monitoring, and error handling
Analytics & Reporting
- Power BI dashboards for sales, service, fundraising, and KPIs
- Data quality controls, governance, and adoption reporting
- Data warehouse/reporting layer planning when needed
Industries We Empower
Nonprofits & Foundations
Fundraising, engagement, stewardship
Associations
Membership lifecycle, events, renewals, reporting
Professional Services
Sales pipeline, customer service, automation
Global Organizations
Multi-team/region standardized processes
Why NIRA for CRM
We deliver more than just software; we deliver outcomes.
Integration-first
Connect CRM with finance/ERP, eCommerce, marketing, portals, and data platforms.
Data Quality
Clean, consistent data that supports segmentation and reporting.
Outcome-driven
Automation, adoption, and measurable process improvements, not just configuration.
Reporting-ready
Dashboards and KPIs built into the rollout so leaders can trust the numbers.
Our Proven Process
Discovery
Current state, pain points, goals
Design
Data model, security, integrations
Build
Iterative sprints with demos
Test & Train
UAT support, role-based training
Go-live
Stabilization & continuous improvement