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A Front Office Solution for Associations
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Microsoft CRM
Microsoft Dynamics CRM is the
leading customer service and sales force
automation application. It's technology that
works the way you do, that works the way your
organization does, and that works the way IT
wants it to. Delivered within the familiar
Microsoft Outlook interface, Microsoft CRM is
easy to use, customize, and maintain; integrates
with other business systems; and delivers a safe
and secure technology investment.
How well can you react to -- and even predict
-- ever-shifting member needs and expectations?
How easily can you conduct complex marketing
campaigns, or create an ad hoc marketing
campaign targeted to a specific group? Is your
non-dues revenue at the level you’d like it to
be at? And are disparate databases hindering
your ability to provide top-notch member
service?
If any of these challenges sound familiar,
consider the value of Microsoft Dynamics
Customer Relationship Management (Microsoft
CRM).
It's technology that works the way you do.
Microsoft CRM is the leading customer service
and sales force automation application. And
because it was designed to partner with Outlook,
Microsoft CRM delivers lower training costs,
broader user adoption, less
application-switching, higher productivity, and
an incredibly rapid return on investment.
Microsoft CRM empowers you to work the way you
want to work with features such as:
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Tight integration with Microsoft Office and
Outlook, allowing employees to export
information from Microsoft CRM into Excel
and Word at the click of a button.
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Customized workspaces that allow you to
create, save, and reuse favorite views of
member information. |
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Powerful Service Calendar that allows you to
schedule activities by resource, time, or
service. |
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Powerful reporting and analysis tools that
make it easy to identify opportunities and
problems at a glance. |
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Great mobile support that delivers instant
access to member information from any
personal digital assistant (PDA), laptop, or
browser. |
It's technology that works the way your
association does.
Microsoft CRM adapts easily to your existing
workflows and processeses. It's easy to quickly
modify application forms, data fields, and
relationships and add new activities and objects
without writing a single line of code. This
makes it easy to tailor Microsoft CRM to suit
your needs and fit your association's business
practices. And workflows like "next-step
suggestions" and "automatic task assignment"
help increase internal efficiencies.
Microsoft CRM 3.0 includes:
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Marketing automation that makes it easy to
build customer or lead lists, create
targeted marketing campaigns, track the
progress of those campaigns, and follow up
on campaigns.
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Quick Campaign wizards that enable you to
send e-mail blasts to targeted lists and to
track response.
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Service scheduling that allows you to
centrally manage all aspects of member
service requests. |
Microsoft CRM 3.0 also features unparalleled
customization capability so you can align
Microsoft CRM to your association's business
processes. It's easy to add custom objects and
activities, design custom views for different
users, and build business logic to automate
repetitive tasks, tell users next steps, send
e-mails, and raise alerts for open items.
Nothing falls through the cracks, so your
members receive the best possible service.
And because it's all built on the Microsoft
platform, the customizations carry forward into
future versions and upgrades!
It's technology that works the way technology
should
Microsoft CRM works the way your IT staff wants
it to, because it’s based on proven,
industry-standard Microsoft technology that’s
easy to learn and work with. You’ll enjoy a
rapid, low-cost deployment; low support costs;
and easy scalability as your business grows.
IT-friendly features include:
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Easy-to-modify forms, data fields, and
information relationships that deliver the
customized information you need.
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Streamlined installation diagnostic tools
that reduce setup time and help ensure a
successful deployment of Microsoft CRM.
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Fast data searches across large volumes of
member information that help you find the
information you need.
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Easy-to-use step-by-step Microsoft
Exchange Connector Deployment Wizard that
simplifies Microsoft CRM integration with
Microsoft Exchange and Outlook.
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Simple and fast connectivity to external
data sources that provide access to relevant
information.
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Advanced, centralized management and
notification tools that give the IT staff
the right information to manage your CRM
system. |
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Protech CRM for
Members
Protech CRM for Members delivers
comprehensive membership management
functionality within Microsoft CRM. The
first completely Microsoft-based association
management solution, CRM for Members will enable
your association to improve service to your
members, increase non-dues revenue, and map your
technology strategy to your business objectives.
What's the one application in use at your
association that's not completely
Microsoft-based?We're guessing it's your AMS
(association management software) system.
If your association, like most, is using
Outlook, Word, and Excel on a daily basis,
consider the value of a completely
Microsoft-based association technology solution:
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It's technology that works the way you do.
You and your team are already comfortable
navigating in the Microsoft environment. CRM
for Members is the first and most
comprehensive membership management solution
delivered in the familiar Microsoft
environment. That means lower training time,
faster adoption, and more effective member
service. Plus, comprehensive membership
functionality means your association can
continue delivering top-notch service to
your members. |
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It's technology that works the way your
association does.
Your mission is to provide the best possible
service to your members. Our job is to help
you do that. CRM for Members automates
important member management activities such
as dues billing, lists and committees,
meeting and event registrations, and product
sales. With a completely integrated
solution, your member database and your
financial management applications work
together to provide you with a 360-degree
view of member activities and your
association's financial health. And that
means you can stop worrying about
integration challenges and keep the focus
where it belongs -- on delivering services
to your members. |
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It's technology that works the way IT wants
it to.
Why? Because Protech CRM for Members is
built within the
Microsoft
platform. That means complete integration,
easy reporting, and, best of all, a
predictable migration path. You'll know what
upgrades are coming, and you'll be able to
create a true technology strategy. By
planning for technology improvements, you're
able to map your technology investments to
your business objectives, which promotes
operational stability and financial
sustainability. Protech CRM for Members is
also the first
non-proprietary
AMS solution, allowing your organization
maximum flexibility for both configuration
and upgrades. |
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CRM for Members Web Portal
CRM for Members Web Portal allows
your association to provide service to your
members 24x7 through your website. By completely
integrating your online member service
activities with your back-office CRM solution
and your financial management applications,
you have a 360-degree view of your members'
activities and your association's financial
health.
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Web Portal Modules include:
- Unified Login
- Create Account
- View Profile
- Edit Profile
- Company Profile
- Company Roster
Management
- Membership
Application
- Join Online
- Dues Renewal
- Membership
Directory
- Leadership Directory
- Events Calendar
- Events List View
- Add Meeting to
Calendar Wizard
- Simple Meetings
Registration
- Conference Setup
- Conference
Registration Wizard
- Product Catalog
- Downloadable
Products Manager
- Web Portal
Administrator |
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CRM for
Members Web Portal is a simple, easy, and
intuitive way for you to make your website a
more inviting destination for your members.
CRM for
Members Web Portal consists of a suite of web
modules that can be plugged into your existing
website—without modifying or redesigning the
site—to add powerful online capabilities,
including dues renewals, meeting registrations,
and an online shopping cart. And best of all,
real-time integration with CRM for Members means
you always have a 360-degree view of your
members' activities with your association.
Suite of flexible web
modules
The comprehensive web modules that comprise
CRM for Members Web Portal enable you to deliver
the service members expect to find on your
website, while tight integration with your CRM
for Members database minimizes your work behind
the scenes.
Real-time integration
with CRM for Members
CRM for Members Web Portal eliminates re-keying
and synchronization issues. The information
available to your members on your website is
always up-to-the-minute, and your staff always
has the latest information about your members'
activities in your CRM for Members database.
Quick, inexpensive, predictable installation
CRM
for Members Web Portal is configured rather than
customized. That means an extremely quick
implementation and go live, saving you time and
money.
Greater control over
the look and feel of your site
CRM for Members Web
Portal gives
you
the control you want over the appearance of your
site. It's easy to put forms anywhere they are
needed, and they'll have the same appearance and
navigation functions as the rest of your site.
And since the forms automatically incorporate
special member/non-member pricing and
functionality, you don't need to have separate
members-only forms unless you want to.
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