Dynamics CRM for Membership Management

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Microsoft Dynamics CRM provides a robust and attractive solution for Membership Management as it can be configured and adapted to suit the diverse needs of organisations with members, whether they are a Union, Not-For-Profit, Education, or a Professional Body. At its core Dynamics CRM provides operational control over, Sales, Service, Marketing, and also includes Social Engagement Insight. Out of the box the solution supports:

  • Accounts / Organisations 
  • Contacts
  • Sales Processes for different products and services, including Leads and Opportunities
  • Marketing Lists & Campaigns
  • Case Management for Member Queries and Issues
  • Knowledge Base management 
  • Reports & Dashboards
  • Business Process Flows
  • Workflow Automation

C2 Software have extended Dynamics CRM to create an off the shelf solution that is specific for membership organisations and provides:

  • Membership Management

          - Account or Contact Membership
          - Membership Records
          - Flexible Membership Categories and Sub-categories
          - Automated Membership Classification
          - Automated Workflows for Membership Renewal
          - Automated Invoicing for Membership Subscriptions

  • Event Management 

          - Event Definition
          - Bookings
          - Tickets
          - Vouchers
          - Waiting Lists
          - Event Attendees – including Booking and Attendance Status
          - Event Invoices

Member pic 4

Dynamics CRM – Invoice Details Recorded Against Account / Member

All of the above can be further customised and configured within Dynamics CRM to provide a completely tailored solution for any membership organisation. This tailored solution can also be integrated with the web through C2’s Web Portal Technology, to provide a fully integrated Member’s portal supporting elements such as:

  • Secure Member Area
  • Online Joining
  • Non-Member Registration 
  • Update my details 
  • Online Event Delivery & Booking
  • Online Payments 
  • Member Directory 
  • Publications, Products & Courses

Member pic 5

British Council for Office – Events in CRM published to C2 Web Portal

So, why Dynamics CRM for membership from C2: 

  • CRM provides a 360 degree view of the Member
  • CRM delivers efficiency through automation – do more with less
  • CRM provides insight and intelligence that Membership Organisations can act on
  • CRM / Web builds relationships with Members 
  • CRM / Web delivers return on investment

If you would like to speak to us about Microsoft Dynamics CRM for your membership organisation, please Contact Us or for further information visit the Video Tutorial page.


About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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