Recruit and Onboard Members.
- Manage any type of membership in one place.
- Use insights to nurture prospective members.
- Easily apply your membership promotions and welcome offers.
- Manage your member pipeline using native integration with Dynamics Sales.
- Ensure seamless member sign-up by connecting your website or payment gateway.
Retain and Engage Members.
- See a complete picture of your member interactions.
- Use automated renewal processes to reduce admin effort.
- Integrates with Mailchimp and Dynamics 365 Marketing.
- Works with D365 Customer Service for connected case management.
- Connect with survey tools to collect member feedback.
- Easily identify upcoming renewals, expired memberships and payment arrears.
- Create member segments using advanced filters.
- Visualize member data with automated Power BI visuals.
- Track membership referrals and acknowledge influential members.
- Allocate membership payments to specific funds or projects for transparency.
How we work with you.
With our simple 3-step process, we look at your needs, then build a tailored solution based on repeatable, enterprise-grade technology that is rapidly deployed using automation tools. We then optimise the solution with our managed services or Centre of Excellence advice.
Through an initial discovery, we create a top line plan that points you in the right direction. It includes a high level design based on standard components that quickly gets you up and running.
Your solution is rapidly deployed to a variety of platforms using our suite of advanced automation tools.
Our UK based managed services team can help you fine tune the solution, and can co-manage it with you. While our CoE consultants guide you on the best way to achieve your desired business outcome and provide functional engineering support.