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