Customer relationship management (CRM) for charity retail

Even with online shopping on the rise, 70% of sales today still take place in physical stores. This should be music to the ears of charity retailers as almost all their selling is done in-store.

It’s refreshing to hear that customers still value the in-store experience and interaction with shop staff. But your staff and volunteers must have everything they need to provide supporters and donors with a personalised and valued encounter.

This is where our innovative CRM solution comes into play.

Cybertill’s charity CRM software is directly integrated into the electronic point-of-sale (EPoS) and gives your staff and systems real-time access to customer profiles including data from any sales channel. The system can be easily configured with your internal processes or even integrated with your own charity CRM system. Here’s what you need to know.

Charity CRM system benefits

General Data Protection Regulation (GPDR) compliant

GDPR–compliant CRM system, complete with marketing opt-in tools for fundraising campaigns.

Real-time data management

Access charity CRM real-time data across all stores and online channels.

No more duplicates

Our CRM for charities helps to automatically avoid duplicate customer records as all the data is held in one database.

Single database

Cloud-based CRM systems allow your staff to record or access supporter and donor data in-store with easy postcode lookup.

Recorded activity

Provide all customers’ details and transaction histories to all stores and websites – all in real-time, helping with donor management.

Customise your CRM

Configure custom fields unique to your CRM strategy such as Gift Aid donor, lottery player and more.

Fully integrated

Fully integrated CRM and Loyalty modules create a single view of supporters and donors.

Create alerts

Charity CRM systems allow you to create notes on a customer record or create alerts that display when that record is accessed.

Get more accurate data

Option to make gathering customer data mandatory at the point of sale, perfect for capturing Gift Aid and sending e-receipts.

Why you need a CRM system for charity retail

A CRM allows a charity to gain a complete, real-time view of donors, and supporters at the touch of a button.

The CRM provides information on interactions, donations, engagement rates and so much more.

A charity that uses a CRM can better understand its supporters’ habits and use the information at their disposal to ensure the smooth running of the organisation.

65% of UK shoppers consider themselves to be loyal shoppers reinforcing the power of one-to-one connections with customers via personalisation.

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