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 PointsOur Solutions
Lack of integration with ERP and Exchange and poor integration with MS OfficeFull 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 functionalityIntegration 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 availableIdentify 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

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Next Events

Charitable, Membership and NFP  Organisations Seminar

 24th September 2010, London (UK)Register your place here

Our Customers

Examples of our Customers who use Microsoft CRM