CRM for Membership Organisations
Get a 360-degree view of your organisation
Dynamics 365 for Membership Management
Membership organisations are facing continuous challenges around retaining and acquiring members, aswell as responding to the new ways in which members wish to be engaged. To respond to this change and serve both new and existing members effectively, it is essential that organisations have the right systems in place.
Microsoft Dynamics 365 provides a comprehensive CRM solution for Membership Organisations, which can be tailored to suit the individual needs of each business. Whether a Professional Body, Club, Association or Growth Hub, Dynamics 365 will enable you to effectively manage your data and gain a 360-degree view of member interactions.
Challenges faced by Membership Organisations
Here at PragmatiQ Solutions, we understand the challenges Membership Organisations face. If you recognise these within your organisation, read on to find out how our CRM software overcomes these hurdles…
Keeping members engaged
Once you have attracted members, retaining them is key. We know that consumers are less loyal than in the past, so organisations have to work harder to retain them. This can be a challenge if you cannot see the data you gather on clients clearly and truly understand your customers.
Enquires not getting followed up
Organisations who rely on manual processes are more likely to miss member enquires due to this ineffective way of working. On top of this, potential opportunities to grow your member base are falling through the cracks, which could be resolved with a Bespoke CRM or Custom Database.
Poor integrations with current systems
Organisations are often using multiple systems which are poorly integrated with each other. As a result, data gets lost or miscommunicated and time is wasted amending errors. Having a 360-degree view of all aspects of the business from one system would be beneficial.
Features of our Membership CRM Software:
Single view of each member
Gain a single view of each member with all their information, history and notes in one place. This also presents new opportunities to up-sell to members, which can be a challenge if you are relying on manual processes.
Automated renewal reminders
Deliver automated reminders to members when their membership is due for renewal. This reduces pressure on the renewals team and new offers can be personalised based on information within the system, increasing retention rates.
Increase reach to prospective members
Dynamics 365 has options for basic marketing functionality, or more substantial features (such as email marketing automation and integration with social channels) dependant on your organisations need. Leveraging this functionality increases your reach to prospective members.
Self-service portals (optional)
Enable members to update details, preferences and registrations through self-service portals. This saves staff admin time and gives the customer access when they want it.
Increase reach to prospective members
Dynamics 365 has options for basic marketing functionality, or more substantial features (such as email marketing automation and integration with social channels) dependant on your organisations need. Leveraging this functionality increases your reach to prospective members.
Self-service portals (optional)
Enable members to update details, preferences and registrations through self-service portals. This saves staff admin time and gives the customer access when they want it.
Identify common reasons for non-renewals/cancellations
Track and monitor all member lifecycles and identify common reasons for not renewing memberships, making more informed decisions for the future. Also, spot members at risk of cancelling and intervene before this happens.
Gain important insights about your organisation
Gain important insights about your organisation and members with easy-to-use, configurable dashboards. Segment data in various ways, such as 'member type', enabling you to understand the full picture of your membership portfolio.
Identify common reasons for non-renewals/cancellations
Track and monitor all member lifecycles and identify common reasons for not renewing memberships, making more informed decisions for the future. Also, spot members at risk of cancelling and intervene before this happens.
Gain important insights about your organisation
Gain important insights about your organisation and members with easy-to-use, configurable dashboards. Segment data in various ways, such as 'member type', enabling you to understand the full picture of your membership portfolio.
What areas can our Membership Management CRM improve?
Member Retention
Ensure members aren’t forgotten about by applying an automated process within Dynamics 365, alerting you to accounts with no recent activity. By identifying dormant and disengaged members in your database, you are able to follow up and target them with personalised offers to re-engage. All the data is stored within one centralised area, so no need to spend unnecessary time gathering information about a particular account. To also assist with retention rates, our Membership CRM will automatically notify members when their subscription is up for renewal.
Member Acquisition
In such a competitive industry, bringing on board new members to your organisation is a challenge. By automating processes, your team have more time to seek new members and have the tools in place to encourage sign-ups. Additionally, Dynamics 365 has options for basic marketing functionality, or more substantial features (such as email marketing automation and integration with social channels) dependant on your organisations need, enabling you target potential leads with tailored subscription offers and personalise the interaction to increase conversion rates.
Member Satisfaction
In a world where members’ expecation are higher than ever and there is no shortage of choice, ensuring your organisation is doing everything you can to keep members satisfied is crucial. With a CRM solution, all member information is stored, from how they came across your organisation to ongoing communications. All departments have access to member records, ensuring that everyone is on the same page and can respond to enquiries without having to re-engage the member. The more efficient your organisation can be, the more satisfied your members will be.
Buckinghamshire Business First Case Study
Buckinghamshire Business First (BBF) is an organisation which supports new, established and growing businesses across Buckinghamshire.
BBF have previously implemented Microsoft Dynamics 365 and as their business develops, have required the system to adapt to support these needs. Recently, PragmatiQ Solutions have completed a series of projects for BBF to enhance their system…
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