Are you looking for a solution that works the way you and your people work, provides a simple user friendly interface that integrates seamlessly with Microsoft Office products such as Outlook, Excel and Word?

Membership Management within Microsoft Dynamics CRM offers you just this and much more…

-  Membership details
-  Subscriptions
-  Renewals
-  Record all communications
-  Payment processing with BACS support
-  Issue Management
-  Ease of import and export
-  Reporting and Analysis
-  Full Campaign Management
-  Mass mailing and Email production
-  Seamless Office integration
-  Single or Bulk member SMS

If you would like to discuss your requirements further or would like to arrange a demonstration then please contact us.

Features include:

  Seamless Office integration

Microsoft Dynamics CRM for Membership works the way you do, it is Microsoft software and integrates seamlessly with Microsoft Office to ease user adoption and provide a familiar user interface.

  Web Access

Access your data from any internet browser, no deployment of software.

  Membership details

Membership details are held in Contact records and can be tailored to specific requirements. Any information pertaining to that member can be viewed from within that single record; personal details, bank details, payment history, communications.

  Subscriptions

Any number of Subscription types can be set up and managed against each member. The live Payment status against each subscription is always easily visible.

  Renewals

The Subscription renewal process can be completely automated with the system workflow issuing renewal reminders and even setting up the subscription renewal records for you.

  Record all communications

It is essential that in order to provide a high level of service you are aware of all the facts when communicating with that member. All communications, be them email, fax, letter phone call, SMS can be viewed at the click of a button.

  Payment processing with BACS support

Dynamics CRM for Membership can accept many forms of payment including Cash, Cheque, Credit Card and Direct Debit. Support for BACS processing is implemented so that in a few clicks, you’re ready to collect using your BACS software.

  Issue Management

It is critical to any form of Relationship that issues are dealt with efficiently and effectively. All issues can be logged and tracked through to resolution at a member level.

  Ease of import and export

Data can be exported to Word or Excel at the single click of a button, this can be a “static” export or a live link whereby an excel spreadsheet can be refreshed to display the latest live information from the system. Import wizards and mapping tools make it easy for end-users to upload data into the system from such sources as excel, text or csv.

  Reporting and Analysis

Any data in the system can be easily analysed, be it through user defined views, excel pivot reports or SQL Reporting Services Reports.

  Full Campaign Management

Microsoft Dynamics CRM for Membership contains a complete Campaign Management module allowing you to easily compile marketing lists, execute the campaign and track responses.

  Mass mailing and Email production

Why change the way you work? Execute emailing from within the web client or better still, from within Outlook. Emails are tracked in the system against the relative record.

  Single or Bulk member SMS

Text your members using SMS either on a member by member basis or target a specific member profile for bulk SMS.

  CEO

As the Chief Executive Officer, your main focus will no doubt be on the organisation as a whole. You need to know the major facts and figures across every department to keep things running smoothly.

This is where Dynamics CRM for Membership provides you with unprecedented access to your data and, more importantly, it can be presented in the way you need it.

Being Microsoft it interacts with Excel and Word so you can create complex ad-hoc reports at the click of a button, and output it how you want, including PDF, Excel spreadsheets and printed reports amongst others.

Whether you need a breakdown of Membership numbers over a certain period, summaries of income/expenditure or you want to write to members in a certain group using a Mail merge, Dynamics CRM for Membership can provide a solution in minutes.

  Finance Manager

As Finance Manager, you need access to every area of your organisations finances, from subscription payments to events expenditure both at an organisational level and a member level.

Dynamics CRM for Membership can accept many forms of payment including Cash, Cheque, Credit Card and Direct Debit. Support for BACS processing is implemented so that in a few clicks, you’re ready to collect using your BACS software.

Whenever money is owed, the system will create a debt for the amount against the member and as payments are received these can be matched, clearing the debt and providing a clear payment trail.

  Membership Secretary

As Membership Administrator, you need to be in control of your entire membership, whether it be managing members details and subscriptions or creating regular reports and mail merges, Dynamics CRM for Membership can facilitate this for you.

All the information can be viewed from an individual member record; personal details, their current subscriptions, bank details, financial history and all correspondence to name but a few.

And when it comes to renewals, the Subscription Renewals process takes care of all the hard work; automatically updating the subscriptions and even creating BACS information.