smartmembership

smartmembership is the core module in our CRM solution for membership organisations, professional associations and regulatory bodies. Using Microsoft Dynamics 365 as its foundation, smartmembership provides you with a central source for all your member data & activity, making it a true membership CRM system and not just a membership database. Analytics and dashboards help you manage member engagement and monitor member recruitment and retention.

You get a 360° view of each member so you can better understand their needs and engagement with your organisation.

Knowing these things allows you to personalise your member communications and provide a consistent service no matter which department is liaising with the member. Everyone has access to the same information.

And, when integrated with other business systems, this membership management CRM will have a definite impact on the smooth running of your organisation as well as the better servicing of your members.

What smartmembership can do

smartmembership can manage:

Individual and/or corporate membership

Whether your members are individuals, companies or a mix of both smartmembership can be tailored to your organisation’s specific requirements

Subscriptions & renewals

  • Automate your renewal process, including renewal notices and invoicing
  • Segment members according to their loyalty/advocacy

Multiple payment methods

Including direct debit, ADDACS, ARRUD and AUDDIS processes

Refunds & credit notes

Refund and credit notes can be generated manually or automated based on pre-defined rules such as downgrading membership

Membership history

Track all membership changes for any member including changing grades, cancellations and re-joining

Membership cards & certificates

Generate a list to be sent to mailing house or print directly from the system using your pre-defined templates

Enquiries & complaints

  • Turn any problem members into advocates with personalised customer service, whichever department is liaising with them
  • Speed up your membership enquiry process and improve membership conversion rates
  • Identify frequent enquiries/complaints so you can address more widely them via marketing communications

Benefits to you & your members

Understand your members’ engagement

Measure member engagement to increase member retention ratio 

Give members personalised information relevant to them

  • One size doesn’t fit all these days
  • Get to know your members better and then segment them according to interests, geographical location etc.

Identify membership trends you can take action on

With all your member data in one place it’s easier to analyse and spot trends, which you can then use to improve your member offering

Consistent service levels across your membership

With all departments seeing the same information, members will receive a consistent service no matter which department they are talking to

Improved productivity within your organisation

Spend more time on member engagement and less on repetitive tasks as these can often be automated in smartmembership

Be more responsive to member actions

Automated workflows and alerting to your staff means members' enquiries can be acted on quickly, resulting in a fast efficient personalised service