Membership software
Implementing a Pythagoras CRM solution using Microsoft CRM will pay for itself in efficiencies, member retention and acquisition and lower support fees within 6 months; be pro active and provide a better service to your members by analysing and interpreting the information they give you; making them feel part of a dynamic member community.
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, and uses all the features found in the worlds most advanced CRM system.
Pythagoras Membership Software Video (click image below)
Improving Renewal Processes / Periods
Our deployment of Microsoft Dynamics software allows users full membership subscription management from the initial joining date through renewal periods. Automated workflows which automatically prompt users of routine tasks coming up such as those members due for renewal.
A Pythagoras solution allows membership organisations deeper understanding of their members interests and preferences, allowing all items of communication to be as relevant and timely as possible; the outcome being a better all round experience for the individual member.
Enhancing Event Organisation
Pythagoras development of Microsoft Dynamics CRM for NFP and Membership organisations allows the tracking and management of all events and attendee details on one central platform; allowing holistic management from start to finish in the areas of event planning, event attendance and event review.
Furthermore, from understanding your individual members' requirements the CRM system can notify precise targeted members of upcoming events through various means such as emails, mail merge postal communication and notices online via your web site.
Typical Pain Points Solved
| Typical Pain Points | Our Solutions |
| Lack of integration with ERP and Exchange and poor integration with MS Office | Full integration with the Microsoft Office Suite - including extended Outlook integration functionality |
| Manual and poorly communicated renewals periods | Automated process renewal management work flows allow pro active decisions leading to higher retention rates |
| Lack of coordinated approach with the web (event registration, self service functions, online payment) | Organise, track and manage event attendee details on one central platform |
| No HTML email functionality | Integration with Outlook allows emails to be delivered from marketing lists stored within Microsoft CRM |
| Little or no reporting; no trends on membership retention and pipeline available | Identify trends, track key metrics and measure return on investments to optimise future planning |
To book a demonstration call one of our experts on 01628 519 000 or email info@pythagoras.co.uk