Transforming Membership Solutions

Membership Solutions

C2 specialises in implementing Microsoft Dynamics 365 (CRM) for organisations that have membership management at the heart and soul of their operations. We have extensive experience of working with membership organisations and we have pre-configured Dynamics 365 solutions that fast start membership projects.

Dynamics 365 at its core provides one view of the member. The value C2 adds extends beyond our solutions, it includes our capability to deliver: self-service portals, online payment & invoicing processing, conference, event & publication management, and full integration with systems such as financials, document management & email marketing. 

  • Build deep relationships with members
  • Manage membership registration, renewals, and accreditations
  • Full, event, conference, and publication management
  • Engage members with personalised messaging
  • Member insights via business intelligence tools that allow you to retain & grow membership
  • Gain membership loyalty & satisfaction
  • Improve staff efficiency and productivity
  • Offer new products & services to increase revenue generation 

C2’s membership solution with Dynamics 365 is a cloud based solution that can be accessed on any device from any location and provides a future proofed platform to modernise your business.

Membership Subscriptions

C2 has invested R&D in a Dynamics 365 solution that enables membership organisations to streamline membership applications and renewals through process automation. Online applications passed from the Dynamics 365 portal are pushed to the back-office CRM and processed via workflows. C2 extensions allow different types of membership types to be catalogued, quoted for, invoiced, tracked, and renewed.

Membership Event Management

Define, process, and manage conferences and events using Dynamics 365. Publish details quickly to your website / member portal and look to maximise attendees. Manage all aspects of the event through Dynamics 365:

  • Event Details
  • Bookings & Waiting Lists
  • Speakers & Agendas
  • Special Offers
  • Pricing, Payments, & Invoices
  • Preferences
  • Post Event
  • Attendance & History

Membership Invoicing

Automatically produce electronic Invoices from Dynamics 365 for membership applications, renewals, events, conferences, publications, training, accreditations, etc. All payment details and types are recorded in Dynamics 365 which maintains one view of the member. We allow for processing of online payment, direct debit, cheque, etc. C2 have experience of integrating with all the major payment gateways and our solution takes the effort out of reminder and debt collection follow-up.

C2 have extensive experience of integrating Dynamics 365 with Sage, SAP Business One, Xero and other financial systems.

Membership Portal

Facilitated through Dynamics 365 Web Portals we can enable members to maintain their membership details, book events and purchase publications. This front office solution provides content management features and allows C2 to deliver transactional elements. A Dynamics 365 portal can be branded to reflect the exact requirements of the business and it can be accessed across all desktop, tablet and mobile devices.

We also have a proven track record of directly integrating Dynamics 365 with existing client websites, building in options for resilience and performance.

Contact Us today to discuss how Dynamics 365 and C2 can transform your membership management solution.      

C2 Newsletter

Our newsletter is sent on a quarterly basis, offering detailed insights into all aspects of business transformation with Microsoft cloud technologies. We also promote upcoming events and special offers throughout the year. Sign up to get involved today.

Dynamics 365 Office 365 Power BI Silver Partner