As any good CRM agency will tell you, good membership CRM requires a thorough understanding of your members, or a 360° membership view as it is often known. The way to get that is to store all your key member data in one place so you can analyse it and develop a clear picture of the individuals or organisations that make up your membership.
The problem is, many organisations have data fragmented across various membership databases, separate event management software, web sites, and a poorly connected accounts system, To get all the data in one place, many associations regularly manually export/import that data into a central membership CRM system, at a great cost in terms of time used, and lowering staff morale.
Our smartmodules are all seamlessly integrated, That's great news for the lucky customers who have implemented all the modules they need, but what if you want to keep using some of your legacy systems after you have implemented smartmembership, smartcms or smartevents?
Well, the good news is that our smartconnector, you can integrate all your key business systems and get that important data into your CRM membership system.
All of a sudden, a 360° membership view sounds much easier, doesn’t it?
Integrating our smartmodules with your systems
smartconnector is a 100% internally built connector that routes data to and from the various systems in use, without us or you having to write any code and thus speeding up the integration process and minimising the cost. It's been working for 10 years in many organisations and to date has processed more than 10,000,000 transactions. It works.
What systems can smartconnector connect to?
Typical systems we integrate with:
- Websites and content management systems (CMS)
- Event management systems
- Finance systems such as Sage 50, Sage 200, Access, QuickBooks and Xero
- Online learning management systems
- Collaboration portals
- Qualifications and assessment systems such as Calibrand
Integrating your CRM with other systems would allow your members to book events, renew their subscription online, sign up for tailored emails, change their contact details etc.
Put simply, integrating your systems that use member data allows your members to take control of their membership. And all without having to sit on hold on the phone, post cheques or any of those other historically slow aspects of dealing with associations.
For more examples of some of the systems we have connected to so far, please see our case studies