Summit Group Software Blog

Posted: Jul 20th, 2016
In my experience, it seems many non-profit organizations employ differing systems for fundraising/donor management and accounting. This makes sense, as it is good business practice to utilize purpose-built systems to manage your organization. Often, the data is moved from the fundraising system to the accounting system manually. As you can imagine, or may even have experienced first-hand, this is very inefficient and can lead to mistakes and inaccuracy of data. In a 2015 survey of non-profits, searching for new fundraising software, 57% said one of the key features in their decision-making...
Posted: Jul 13th, 2016
This week, Summit Group Software was recognized as a 2016 Microsoft Dynamics Inner Circle member. Microsoft Dynamics Inner Circle is a prestigious recognition awarded to only the highest echelon of Microsoft’s Dynamics partners globally. Partners must achieve the highest level of service and sales achievements to be awarded this recognition. 2016 Inner Circle members are invited to the Inner Circle Summit, taking place October 9th-11th, 2016 at the Loews Don CeSar Hotel in St. Pete Beach, Florida. Here they will have a unique opportunity to share strategy and network with Microsoft...
Posted: Jul 7th, 2016
Purchasing and maintaining software is a costly activity. The expense is not only wrapped up in licensing, but includes the time keeping software up to date, installing it on new workstations, and maintaining the servers you need to provide email and other business applications. Microsoft’s Office 365 shifts several traditional products and services from the server room to the cloud.  Available under Microsoft’s Office 365 umbrella are many productivity and business applications, such as Microsoft Exchange Online, SharePoint Online, Skype for Business, CRM Online, Sway, Delve, and...
Posted: Jun 29th, 2016
Working with our large number of healthcare focused customers, we often come across EMR (Electronic Medical Records) systems. Many EMR solutions exist in a very competitive marketplace, with some leaders, such as Epic, Cerner, and GE, anchoring the larger enterprise EMR solutions and companies, such as Athena and CareCloud, providing cloud-based EMR solutions focused on the smaller practices and hospitals. There are many times when healthcare providers aren’t 100% sure they need CRM when they have an EMR in place, or where one system starts and the other stops. CRM and EMR serve very...
Posted: Jun 21st, 2016
Effectively managing a volunteer program can be a challenge for any non-profit organization. A successful volunteer program is made up of many factors, including the scheduling of volunteer activities, managing your volunteer pipeline, and effectively reporting on volunteering efforts. With all these moving pieces, non-profits need a robust and comprehensive solution that can simplify and unite these processes. In this post, you’ll learn how Peak NFP for Microsoft Dynamics CRM from our parnter, Peak Engagement, can help any size organization develop and nurture a successful...

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