Membership Solutions with Microsoft Dynamics 365 and Office 365
Our membership experts have worked alongside some of the leading organisations within the UK and Europe, bringing their membership and marketing solutions together with the Microsoft Cloud.
Single source of data
Deliver the consistent levels of service across all communication channels with Dynamics 365 as the single source of data.
Generation Y and Z
Provide the digitally led communications and membership self-service options the next generation of members expect.
Maximise investment
Dynamic reporting and trend analysis enables organisations to drive new revenue streams from their existing members.
Marketing automation
Deliver targeted and personalised communications from within Microsoft Dynamics 365. Automation and nurturing ensures timely follow-ups and activities are scheduled.
Campaign management
Manage campaigns from proposals through to reporting on campaign ROI. Bring together campaign costs, responses and opportunities driven to shape future investment.
Reporting and ROI
Reports delivered via charts and dashboards enable you to understand performance across the organisation and importantly spot trends that help retention and revenue.
Website integration
Track website visitors and automatically capture any website enquiries and downloads within Microsoft Dynamics 365, placing those who have interacted directly onto automated nurture programs.
“Microsoft Dynamics 365 is already saving people at least three and a half days a month in productivity benefits alone”
Caroline Disano
Programme Delivery & Dynamics Project Manager, Roffey Park
Drive additional revenue and member retention
Personalised member communications
Deliver targeted, highly personalised communications to your individual or corporate members. Using data within CRM these communications can highlight offers, up-sell opportunities and upcoming membership renewals.
Member self-service portals
Enable corporate and individual member self-service with online portals. Profile updates flow directly into Dynamics 365 and online forms and offers allow members to maximise any social elements of their membership.
Membership cross-sell and up-sell
Drive additional revenue from members through increased intelligence and the advantage of one single source of data throughout the organisation.
Manage membership renewals
Automate membership renewal periods, from delivery of reminders to scheduling individual activities for personalised follow up. Take the pressure off teams and create a more professional perception of the organisation.
“Working with Pythagoras was a breath of fresh air”
Project Manager | NSPCC
Drive internal communications and collaboration with SharePoint Intranets for Membership by Valo
Any device, anywhere
Access the intranet and related Office 365 apps on the move, via any mobile device. Maximising collaboration.
Your intranet, your brand
Personalise your intranet to your brand, maintaining brand values and guidelines that your employees recognise.
Rapid implementation
Intranets by Valo are quick to implement, allowing time and budget to be spent on user adoption and training.
Some of the Membership organisations we work with
Our experts work with Membership organisations on solutions across Microsoft technologies.
