Owners and managers know that two primary keys to growth are relationship management and financial stability. Organizations must keep accurate track of their donors, revenue streams and costs to advance from one level of success to the next.
Traditionally, employees with limited expertise have performed these tasks in-house. Records were kept in various silos – Excel, QuickBooks, etc. – until the organization grew large enough to formalize processes with (often expensive) custom software.
Now DMS offers clients the same outsourced financial and relationship management expertise with the added value of real-time, online, automated processes and customizable reporting. Read more about how DMS can provide insight to your organization’s growth through the following financial and relationship management services.