Dynamics CRM for Membership Organisations

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Dynamics CRM provides the ideal platform for membership organisations to run their business.   As well as providing a wide range of out-of the-box features, Dynamics CRM provides an XRM (Anything Relationship Management) framework that allows it to be tailored to the needs of any organisations. 

Out of the Box Features

Out of the box Dynamics CRM provides a wide range of features that are

  • Account and Contact Management
  • Marketing Campaigns
  • Case Management for customer queries, issues and requests
  • Workflows, Dialogs and Process Automaton
  • Reporting engine
  • Activities and Service Management e.g. Bookings & Appointments with allocated resources

Tailoring Dynamics CRM for Membership Organisations

Dynamics CRM can be extended using the standard customisation facilities to provide:

  • Tailored Accounts, Contacts etc.
  • Events & Conferences
  • Event Bookings
  • Membership Records
  • Committees and Committee Membership
  • Subscriptions & Preferences
  • Publications, Products & Purchases
  • Invoicing, payment and credits with accounts integration e.g. Sage Line 50
  • Workflows to facilitate membership renewal, joining, event joining instructions etc.

Whilst the customisation of CRM can provide everything a membership organisation needs, there is also the option of integrating CRM with an established or new website to facilitate online joining, renewals, payments, event bookings, online purchases, etc.

30 Oct 2013

About the Author

James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. We love writing about it! Find us on YouTube & Twitter.

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