CRM for Members, seamlessly delivered within Microsoft Dynamics® CRM (Customer Relationship Management), offers a comprehensive set of membership management capabilities, automating your organization's most important processes and providing immediate access to the information your staff needs to deliver top-notch service to your members. From dues billing and event registrations to professional development and subscriptions management, CRM for Members provides a single, centralized location for all of your constituent management activities. By eliminating silos of disconnected data, you gain a complete, 360-degree view of member activities and are able to engage in meaningful, personalized communications that help strengthen your member relationships.
FOCUS ON BUILDING STRONG MEMBER RELATIONSHIPS
Gain a 360-degree view that spans detailed histories and profiles, all interactions, and insights into constituent needs. Equipped with end-to-end visibility, staff can focus on attracting new members, build and maintain personalized relationships, and deliver targeted, relevant communications when and how members want them.
DELIVER FAST ACCESS TO CURRENT, CENTRALIZED INFORMATION
Your entire constituent base is maintained in a single database. System-wide updates eliminate data re-entry, while role-based search, query, and reporting tools let people quickly access, analyze, and share the right information…without IT assistance.
IMPROVE STAFF EFFICIENCY
Save time by automating routine business rules and communications with workflows. Streamline processes for membership administration, events, product sales, advertising, subscriptions, fundraising, and more.
BRING TOGETHER MEMBERSHIP AND FINANCIAL INFORMATION TO IMPROVE YOUR BOTTOM LINE
Fuel organizational health with financial reporting designed to foster smart, proactive decisions. Connect CRM for Members with your financial applications through tight integration with Microsoft Dynamics GP or other financial applications.
INVEST ONCE IN LEADING TECHNOLOGY - AND REAP LONG-TERM BUSINESS BENEFITS
Reduce ownership costs and risks with a solution built on proven technologies, rich partner and vendor support, and flexible deployment options. Increase long-term business success with a familiar solution that fits your business needs out of the box and that’s easy to personalize, customize, and extend with a wide range of add-on products.
CRM for Members is a Certified for Microsoft Dynamics solution, which signifies that it has met Microsoft Corp.'s highest standard for partner-developed software solutions. Certified for Microsoft Dynamics solutions have demonstrated development quality and compatibility with the Microsoft Dynamics product on which it runs by passing rigorous VeriTest software solution testing and has been recommended by existing customers with currently deployed solutions. Learn more about Certified for Microsoft Dynamics.
You may download the CRM for Members fact sheet for detailed product information. CRM for Members is part of the complete line of Protech Business Solutions that also includes SharePoint for Members, Web Portal for Members, and select integrated solutions.