Membership Software and Outlook Integration

All membership organisations, whether they are trade associations, professional bodies, charities, or recreational memberships need to maximise the benefits for their members and to manage their processes as effectively as possible. Improving the relationships with members is the best way of adding value to members. Membership relationship management is a key feature of Microsoft CRM for Memberships.

Business relationships and contact management related to sales, marketing and sales related customer service have always had a home in standard CRM packages and for the most part, the pitch for traditional CRM has focused in those areas. However because Microsoft CRM is so flexible it can be customised to manage any type of relationship and not just that with the customer.

Microsoft CRM for Memberships focuses on radically improving the relationships that organisations have with their memberships. The Membership Relationship Management system will build stronger partnerships with your contacts - both individuals and organisations - and enable you to widen your reach and influence.

Microsoft CRM for Memberships has been designed for all membership-based organisations whose requirements include the maintenance of member details, subscription renewals and communication with their members and prospects. A huge benefit of this membership software is that it sits within Microsoft Outlook. Microsoft CRM for Memberships will benefit a wide range of organisations including: Not for Profit, Charities, Associations, Institutes, Guilds, Societies, Business Memberships and Recreational Memberships.

The following areas will benefit from improved membership relationship management.

  • Improving subscription rates and renewals
  • Recruit more new members
  • Streamlining and automating renewal processes 
  • Creating a 360 degree view of each and every member
  • View relationship hierarchies and full contact history 
  • Segment and target members based on types of past relationships

 

Historically most membership software solutions have limited or inflexible relationship management features. Because Microsoft CRM for Memberships by Pythagoras is built around Microsoft CRM  you have all the latest features and latest accelerators found in the world’s fastest growing CRM solution. The social networking accelerator has recently been launched which means that you can track all social networking activity for members and have the information fed back into Microsoft CRM for Memberships to see how effective certain membership campaigns have been.

Book a webinar or demo today
If you are not sure which version suites your organisation, simply email us at info@pythagoras.co.uk, or call 0845 850 1550, and we can organise a web demo or on-site demonstration based around your requirements.

Contact Us

Contact Pythagoras by email
contact Pythagoras by phone
Use the form to contact Pythagoras

Our Customers

Examples of our Customers who use Microsoft CRM

Book Meeting


Pythagoras is a Microsoft Gold certified partner