CRM for Membership Organisations

Membership Management Software to Support your Organisation

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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:

dynamics 365 customer insights into club members
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.

Dynamics 365 customer service hub - service dashboard
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.

Dynamics 365 customer service hub - service dashboard
dynamics 365 for legal services dashboard
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.

dynamics 365 for legal services dashboard
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.

gym member on treadmill

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.

members discussing their options in a monthly group meeting

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.

member helpline offering phone support to customers whilst sat at desk

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…

What our clients say...

We approached PragmatiQ Solutions to help us with an incumbent Dynamics 365 system which had various legacy issues having been customised by numerous consultants over a number of years. They dealt with all the nuances quickly to get our system up to a standard they were happy to work with. From there the PragmatiQ technical team ran with a large project and its fair to say now know our business inside out. Their ability to understand what we do and how we do it having only seen it from an ‘IT perspective’ was and still is impressive. We would highly recommend PragmatiQ.

Tom RobertsManaging Director at Moorgate Finance

We commissioned PragmatiQ solutions to provide us with a bespoke Customer Relationship Management (CRM) system using Microsoft Dynamics. The team at PragmatiQ very quickly gained a thorough understanding of our complex delivery model and created a solution that has had a positive impact and really added value to our work. PragmatiQ were focused in their approach and delivered to tight timescales, as well as being a pleasure to work with.

Natalie MacPhersonDevelopment Director at MacIntyre Charity

We approached PragmatiQ Solutions to help us with our Microsoft Dynamics CRM platform. We had developed a bespoke system over the years to manage the day-to-day sales processes of the Commercial team, however, we felt that working with a specialist Dynamics partner would be a much better approach for the business. We have now been working with Stuart, Jamie and the team for just over 12 months and to say we have been impressed with their approach would be an understatement. The dedication, knowledge and customer service shown to the delivered projects has been exceptional and their innovative approach to business is inspiring. They have guided us every step of the way and have succeeded in changing our platform for the better. It has provided us with a much more efficient way of working and supported us with business intelligence that we haven’t seen before. We also benefit from real-time, top level dashboards that make reporting back to stakeholders a very simple process.

James WoottonHead of Commerical Sales at Wasps Rugby Club

We worked with PragmatiQ Solutions who successfully implemented a quoting tool for sales. They were generous with their time, taking every opportunity to understand our needs both now and in the future. Their deep analysis was invaluable, helping us to refine our working practices and automate our processes to maximise productivity and ultimately save time and money. Thanks to PragmatiQ, we now have a bespoke system that has been tailored to our specific needs and is fully integrated with Microsoft Dynamics.

Angela de KlerkBusiness Development / Head of Marketing at Impact Handling

PragmatiQ Solutions are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.

Sarah RandallHead of Operations and MI Systems at Buckinghamshire Business First

PragmatiQ Solutions was recommended to us via a networking connection in Manchester. Upon speaking to the company they seemed very knowledgeable and confident they could repair our unusable Dynamics system which had been built by a different partner. From the first face to face consultation it was clear to see Jamie had the full knowledge around our intentions and understood our business model and had actually create something similar in the health profession elsewhere. From that point we felt confident to progress in to a full development project. The results were quick and impressive. Offering us a totally up to date platform with all of the automation we had originally asked for. We are keen to continue to work with PragmatiQ and look to develop the system again in the future.

Carren BellFounder at Lagans Foundation

Our mission is to ensure that meaningful mental health support is accessible and we aim to see everyone within 1 week of referring to our service. With demand for mental health and emotional support increasing exponentially through the coronavirus pandemic, we really needed to get systems in place to help us cope with the high demand whilst delivering against our mission and growing our team. This is why we decided to engage with PragmatiQ Solutions to help us build a bespoke system that would fulfil those elements. It was clear that an off-the-shelf package wouldn’t give us the security, efficiency and ease of use that our Dynamics system would. The work was planned out really effectively, giving us guidance based on their experience, which also made for the system to be built quickly with only small adjustments necessary before going live. Since the system has been built, our admin time has been significantly cut down, helping us to stick to our mission, even when we grow. Ultimately providing people with mental health and emotional support as quickly as possible.

Jon ManningChairman & CEO at Arthur Ellis Mental Health Support

We engaged with PragmatiQ Solutions to conduct an independent health check of our Dynamics CRM implementation. They worked with a partner to produce a very useful and insightful audit report highlighting various areas for improvement, and which gave valuable feedback on what we had built so far and left us with confidence that we were on the right development approach for our strategic programme. PragmatiQ worked to tight and fixed timescales to complete a focused delivery which had real business value.

Nick BreedsAssistant Director - Solutions Delivery at NHS Blood and Transplant Unit

PragmatiQ Solutions successfully implemented Microsoft Dynamics at our paint facility. They worked in a professional manner throughout the project, paid attention to detail and were accommodating to our tight timescales. This ensured we were operational in due time and as a result we have been able to work more efficiently with our manufacturing set up in the UK and ultimately save costs. Overall, we had a very positive experience with PragmatiQ Solutions and consequently have re-engaged them for future projects.

Anders LonnebjergHead of Department - Business Engagement and Applications at MHI Vestas Offshore Wind

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