Deliver targeted and personalised communications from within Microsoft Dynamics 365. Automation and nurturing ensures timely follow-ups and activities are scheduled.
Manage campaigns from proposals through to reporting on campaign ROI. Bring together campaign costs, responses and opportunities driven to shape future investment.
Reporting and ROI
Reports delivered via charts and dashboards enable you to understand performance across the organisation and importantly spot trends that help retention and revenue.
Track website visitors and automatically capture any website enquiries and downloads within Microsoft Dynamics 365, placing those who have interacted directly onto automated nurture programs.
Drive additional revenue and member retention
Personalised member communications
Deliver targeted, highly personalised communications to your individual or corporate members. Using data within CRM these communications can highlight offers, up-sell opportunities and upcoming membership renewals.
Member self-service portals
Enable corporate and individual member self-service with online portals. Profile updates flow directly into Dynamics 365 and online forms and offers allow members to maximise any social elements of their membership.
Membership cross-sell and up-sell
Drive additional revenue from members through increased intelligence and the advantage of one single source of data throughout the organisation.
Manage membership renewals
Automate membership renewal periods, from delivery of reminders to scheduling individual activities for personalised follow up. Take the pressure off teams and create a more professional perception of the organisation.
Drive internal communications and collaboration with SharePoint Intranets for Membership by Valo
Any device, anywhere
Access the intranet and related Office 365 apps on the move, via any mobile device. Maximising collaboration.
Your intranet, your brand
Personalise your intranet to your brand, maintaining brand values and guidelines that your employees recognise.
Intranets by Valo are quick to implement, allowing time and budget to be spent on user adoption and training.