Membership software with comprehensive integration with Microsoft Office
For Memberships, Associations and Charities that wants to grow
and succeed, few things matter more than connecting with members
and donors. But adopting membership software has been
difficult for many organisations. Membership software can be
complex and difficult to learn and employees might require time to
gain proficiency. Employees can sometimes even resist adopting
membership software because it forces change in their work
routines.
Microsoft CRM for Memberships from Pythagoras uses Microsoft CRM
as its framework which means that it integrates seamlessly with
Microsoft Office programs, including Microsoft Office Outlook,
Microsoft Office Word, Microsoft Office Excel, and powerful
data-sharing tools such as Microsoft SharePoint and Microsoft SQL
Server Reporting Services.
Membership software that integrates with Microsoft
Word. Create Membership Communications from Microsoft CRM
with Microsoft Office Word. Raise membership awareness, support
efforts, or provide service updates with compelling, consistent
communications created using Microsoft Office Word. Reusable
templates in Microsoft CRM reduce effort and make it easy to
maintain consistent branding and quality standards. Web-based
access to tools and templates enable people to work anywhere so
they can be productive when travelling or working from home.
Visualise Membership Data with Microsoft Office
Excel. Add, visualise, and modify membership data directly
in Microsoft Office Excel®. Microsoft Dynamics CRM for Memberships
makes it easy for users to analyse and manipulate customer data
using tables and formulas. Excel helps users quickly create
professional-looking reports and financial sales forecasts based on
membership purchasing trends, campaign performance, and other
membership data. Synchronising membership data between Excel and
Microsoft Dynamics CRM is quick and simple, helping people stay up
to date with tools they already use.
Share Membership Information through Microsoft SharePoint server.
Share membership data through Microsoft Office SharePoint Server.
SharePoint Server can also be used internally to store and share
business documents and membership data. SharePoint also helps you
to create and visualise reports and data through Web-based
dashboards and shared workflow.
Drive Productivity and Adoption with Microsoft Office
Outlook and membership software Integration. Carry out
marketing, and membership service activities in the in-tuitive
Office Outlook environment. A combined Microsoft Dynamics CRM and
Office Outlook user experience helps to improve user adoption by
providing a familiar and flexible user interface, helping to
minimise resource and training investments. Everything people need
to do their work is in one place, reducing the need to switch
between applications. Users can customise and automate their
interface based on their own preferences and work style.
To book a demonstration call one of our experts on 01628 519 000
or email info@pythagoras.co.uk