Membership Software Web and Portal Integration

Pythagoras is a Microsoft Gold Certified PartnerLinking your Membership Software to your website or membership portal is a key must have feature when interacting with members and contacts.

Microsoft CRM for Memberships works with the Microsoft CRM portal integration accelerator which connects member interactions from the CRM system to their web experience. Many members and contacts will want to interact with you over the web or through a portal, and tracking this information back to the membership software database  is key to getting a 360 degree view of your members. With this added capability, a Membership, Charity or Association can expand their reach and reduce transaction costs across recruitment, service and marketing.

An example of how linking your membership software with your web site or portal would be the ability to expose web literature documents to your CRM Portal Members. Previously, if you wanted to share documents such as membership guides, fundraising schemes, or FAQ's documents you would have to copy the text of the items into a knowledge base article and share the article via the eService portal. You are now able to share documents directly with your members, perhaps targeting them by the type of segmentation you may have setup in Microsoft CRM for Memberships. This type of focused document distrubution could be a great way to promote new products or help your members find exactly whay support they are looking for before that have to call to request it.

The Membership Software portal integration accelerator provides a set of user controls and functionality for utilising ASP.NET membership authentication with CRM. ASP.NET membership allows you to easily add a way to vaildate user credentials and handle authentication in your ASP.NET application.

Using ASP.NET memberships gives you the following built in functionality: 

  • Creating users
  • Storing information about users
  • Authenticating users
  • Managing passwords

 

 

Book a membership software webinar or demo today
To see a full demo of Microsoft CRM for Memberships, 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.

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Pythagoras is a Microsoft Gold certified partner