Before switching to a Microsoft Dynamics 365 based CRM platform, EF fundraising staff found themselves splitting their time between different software, spreadsheets, and screens. With its old donor-management tool, development staff would have to search spreadsheets, copy and paste emails, transfer meeting notes, and rekey data throughout the day, so they’d spend 20–30 percent of their time on housekeeping tasks instead of the core fundraising efforts the nonprofit depends on. What’s more, they didn’t have crucial donor information in easy-to-understand formats. They’d struggle to identify trends among donor groups because only one or two people had the technical know-how to run reports. And details about the organization’s relationship with donors over time was stuck in emails, spreadsheets, staff’s hard drives, and the donor management tool. “We wanted to have and do everything in one place,” explains Geoff DeLizzio, Chief Development Officer at Epilepsy Foundation.