Beacon CRM: The Ultimate Guide
Beacon CRM is a new database that combines modern technology with design principles to manage your organisation efficiently. Use Beacon to record members, donations and events and organise your data how you want it. Beacon’s synchronised CRM integration capabilities make it simple for life science companies to streamline external stakeholder engagement and management processes. This includes fast synching of version-controlled content to multiple devices and efficient data lookup and meeting association.
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Features of Beacon CRM
Reporting
CSV Imports
Stakeholder relationships
Smart BCC
Timeline
Notifications
Mail-merge
Developers API
Read-only users
Beacon CRM Customisation
Beacon has a wide variety of customisation capabilities, from simple to advanced. It can be customised to meet each organisation’s unique needs while preserving data integrity and security. The software is easy to use and provides tools that allow users to manage all aspects of a charity database.
It also helps charities collect information from the people they interact with. This information can include donations, applications and volunteering opportunities.
Beacon can be integrated with external systems like email and fundraising platforms.
A new feature called Workflows allows charities to create automated emails that are triggered by activities within Beacon, such as someone donating or becoming a member.
This can help automate the supporter journey and improve retention. Workflows can be added to any Beacon record type and are available to all users.
Beacon is a modern CRM database that makes it easy to do great things with data. It is built to talk to your other products and eliminates time-consuming tasks like manual data entry and de-duplication.
It also has a full analytics suite to ensure you get the most value from your data. Beacon is backed by excellent customer support and is easy to navigate. Its flexibility means it can be used for any team, from volunteers to fundraisers.
Beacon CRM Integrations
Beacon is a modern CRM database for charities that’s easy to use and jargon-free. It integrates with thousands of other apps through Zapier so that you can automate your workflows without any complicated code. Its flexibility means it can be customised to fit any bespoke need. Its excellent customer support team can always help you with any issues.
You can manage donations, events and memberships with Beacon’s flexible solution. It also allows you to track DBS applications and process payments quickly. In addition, it supports all major accounting systems and is entirely GDPR compliant.
With Beacon’s integration with Mailchimp, you can manage fundraising, events and memberships within Beacon while integrating with Mailchimp to send your marketing campaigns. New Mailchimp subscribers flow directly into Beacon, so you don’t need to do any manual data entry or CSV imports. Unsubscribes are also automatically synced, so you can always keep track of opt-in statuses.
Adding Beacon to your website is as simple as including the script generated in your Membrain account on each webpage you want to track. The Beacon then notifies Membrain whenever someone visits your site, telling it who they are and what pages they visit. This information is then shown in the Activity Stream of the newly identified Prospect. You can toggle Beacon settings in the System Setup area.
Beacon CRM Security
Beacon CRM offers numerous security capabilities, including anti-virus and malware protection, firewalls, and other network security measures. It also provides a secure environment for sharing and receiving files. In addition, the software supports multiple operating systems, including Linux, XP, and Windows. Its round-the-clock support services ensure constant communication to address client needs.
It also integrates seamlessly with various software solutions, enhancing the efficiency of various business functions. This enables businesses to increase revenue, streamline processes, and reduce costs. The platform is also scalable and has robust regulatory reporting capabilities. Moreover, Beacon is available in several languages and supports multiple currencies.
Another benefit of Beacon is that it is easy to use and can be customised to suit the needs of each company. It can be configured to work with different devices and is compatible with Microsoft Office, Salesforce CRM, and other third-party applications. This makes it an excellent choice for small and mid-sized companies.
The Beacon system has several key features, such as centralised management of account services and loans and extensive customer relationship management. The software is designed to meet the specific requirements of banks and financial institutions, such as advanced security features and robust regulatory reporting. It is backed by Speridian Technologies, one of the leading information technology providers in the world.
Beacon CRM Pricing
Beacon CRM is a configurable system that lets you create custom forms, direct emails, role-based permissions, and two-factor authentication. It also offers a secure database with complete backup and encryption. Moreover, it helps you stay on top of inconsistencies with scan behaviour and prevents skewing by using an anomaly detection framework.
Beacon is a new type of charity CRM that uses the latest technologies and design principles to make running your organisation easy. Its streamlined user interface makes it easy for anyone to learn. It also has an extensive feature set for managing fundraising, events, and memberships. Beacon also integrates with Mailchimp, so new Mailchimp subscribers flow into your Beacon CRM automatically.
Unlike other proximity platforms, beacons are highly accurate (down to one meter) and work indoors. They are perfect for retail, healthcare, and transport – where managers need to know exactly where their products or people are at all times. Beacon beacons are more reliable than geofencing, NFC, or WiFi signals.
Beacon CRM – To Conclude
Beacon: Core Banking Solutions is a powerful software platform that addresses inherent banking challenges by providing essential features such as account services, loans, and customer relationship management. The product’s ease of use, comprehensive functionality, and industry-specific features make it a popular choice for banks. It is available in cloud, on-premise, and hybrid models. Speridian Technologies is the proud publisher of this industry-leading software, which boasts a high return on investment.
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