CRM Dot_Paint.Net

Dynamics for 365 Membership Solution

Membership organisations face many unique challenges within their businesses. They need to balance different membership groups, manage complex business processes and control costs while maintaining service levels to members and other stakeholders.

Esuasive’s Membership solution, which leverages the Microsoft Dynamics platform, is a scalable end-to-end solution that can be customised and extended to meet the specific requirements of organisations in the membership and Non-for-Profit sector.

Benefits

  • Gain a 360 degree view of the member with single view of individual members including qualifications, attendance history, behaviour and financial information
  • Personalised communications with members from acquisition, enquiry management, renewals to termination.
  • Standard and customisable business workflows
  • Insights and advanced reporting to feed the right business decisions
  • Native integration with Microsoft Outlook or through a browser.
  • Easy to configure for mobile use – all configurations made in the back-end system are automatically available on the tablet / smartphone with no additional configuration effort
  • Supports multi-channel communication with members including email, self-service web portal, telephone and social media
Discover how Esuasive’s Awarding Bodies Membership Solution can help you

Book a demo or register for a webinar

Key Features and Functionality

Dynamics 365 Hive

Marketing

Social Engagement

Easily create and manage multi-channel marketing campaigns that enable you to market to your members. Create campaigns to inform your customers about their subscription, upsell new products and qualifications as well as inviting them to events. Build long term customer relationships that are personalised, proactive and predictive across marketing and sales.

Easily create and manage multi-channel marketing campaigns that enable you to market to your members. Create campaigns to inform your customers about their subscription, upsell new products and qualifications as well as inviting them to events. Build long term customer relationships that are personalised, proactive and predictive across marketing and sales.

Membership Management

New member management

Quickly and easily manage new membership applications. Create and process membership applications forms through self-service portal on your website. Automate workflows to ensure new memberships are tracked and specific milestones are achieved. Create reports on joining rates and marketing activity to understand where and how your new members are finding you.

Membership Lifecycle Management

Automate the membership from application, to renewal through to termination. This can be customised to mirror your current membership subscriptions and renewal cycles. The bulk renewal tool enables you initiate renewal marketing campaigns, including multi-channel communication (email, social media etc). Automate tasks, communications and internal notifications to both renewing and non-renewing members.

Suspend Membership

Memberships can be temporarily suspended by staff, as long as they have the appropriate permissions within the solution. Automated workflows, with specific triggers, can be customised to ensure compliant steps are taken and completed to suspend the membership.

Membership History

Get a 360-degree view of your members with a complete history of your members and all of their interactions with your organisation. All contact history can be captured and stored including emails, telephone conversations and meetings. A full membership history including, renewal dates, up sale opportunities and any suspended memberships is also tracked.

Enquiry Management

Ensure enquiries from the web, phone, email etc are recorded, tracked and assigned to the right staff member or department for resolution. Enquires can be resolved or passed on to other departments, if needed, with a full history.

Financial Management

A full range of payment options and processes relating to a product, training or event purchase is supported within the solution. You can manage refunds, part payments and credit notes. Create and manage product, training and event catalogues, add price lists and related discounts across membership grades and types. Monthly or annual direct debit payments can be set up by your members to pay for subscriptions and products and discounts can be applied if needed.

Self-Service Portals

Members can manage all aspects of their own memberships via a self-service web portal. Members are able to update personal information, communication preferences and renew their membership online (including paying invoices or setting up direct debits).

Events and Conference Management

Integrated within the solution is our powerful event management tool, which provides you with the ability to manage events such as AGMs, conferences, seminars and training courses simply and effortlessly. Communication, online payments and discount levels are included. Market your events and conferences to delegates, manage marketing lists, book accommodation and venues, manage budgets, communicate with delegates and pull together reports for attendance, badges etc.

Education and CPD

Manage a range of qualifications and exams including modules and assessments, study centre, exam booking and management, accreditation management and examiner and moderator management.

Members can also be supported through their career development, as the solution provides application forms to move membership levels, assign courses and qualifications to members and enable them to manage their own career growth via a self-service portal.

Contact Us

Want to find out if this is the right solution for you?

Contact us today to find out how we can help you
Contact Us