Association and Member Management 

Associations are complex businesses with members at the core of their service.  Servicing a membership based organization involves every department of your Association and many, if not all, of your staff resources. 

With every interaction, event, renewal and communication with your members, new files, programs and records are created - but not always effectively stored and shared.  This can create Islands of disjointed information and processes in your Association.

Have you considered the impact of having all the data for each member in one secure place?  How would consolidation of your information impact service to your members?

Islands Of Data

Member Data Management

  • Multiple Instance of member information.
  • Tracking fees and membership dues
  • issues and service management

Islands Of ​People


  • Who get what, Who got what .
  • Distribution lists for groups and committees.
  • Manual task fro routine communications

Islands Of Processes

Accreditation and certification

  • Status and Qualifications
  • Renewals and Updates
  • Seminars and Event Management

What Island Experiences are you having?

Some examples of Islands that we have seen in Associations include multiple file formats and locations for the following types of information:

Central Application for all data pertaining to Membership

The key to an exceptional experience is making sure that your staff have access to all of the information that relates to each member.  With one centralized application, information is easy to find and so are the answers to your members concerns.  This will also improve your staff’s experience and their efficiency.  With information at their fingertips, they can provide service with a smile, knowing they don’t have to open numerous applications and cross reference data to get reliable answers.

Communication and Automation of activities

Keeping members informed regularly, means less strain on staff resources for frequently asked questions!  Having those communications automated, makes life simpler for everyone.  Effective workflows, can ensure that timely information (like membership renewals, fees, certifications, conferences) is automatically distributed to members.  Be it a bulk email blast or an individual message, all email messages can be personalized for delivery.  A history of all communications captured in CRM, means no more searching outlook or asking colleagues for past emails.  Need to schedule a follow up to an email, CRM can automatically remind you, so these important tasks don’t get overlooked.

Web Access to relevant information

Take this solution to the web and allow members to manage their own profile, online renewal and payment, and registration to events.  This solution will help to enhance the member’s experience with your organization, eliminate duplication of data entry, reduce data errors and maximize opportunities for automation of tasks

Integration with ERP and other Business Applications

Integration with your accounting system will further reduce data entry, human error and improve productivity.  Automated invoicing, receipts and account balancing demonstrates efficiency and frees your customer service and accounting staff to focus on enhancing other services.

Improved Efficiency

Dynamics CRM resides within Outlook, an already familiar and widely used application.  Using CRM is as easy as opening Outlook, which your employees likely do already.  With an easy to use interface, adoption and use of the application among users is high.  The centralized nature of the data and automation of tasks, makes Dynamics CRM an effective tool for improving operational and member service delivery efficiency.  

Look familiar?

A CRM Solution provides a central location for all of this data to be kept - a One Stop Shop for managing membership data.

If your Association can relate to these challenges, we invite you to explore our solution.

After seeing this solution, you will wonder how you ever managed without it!

Membership Management with CRM

With a membership based association you know the importance of having an effective system to manage member relationships.  Their satisfaction is vital to your success, and you can provide an exceptional experience for them, with the right tools.

Dynamics CRM is a flexible and powerful tool that can get you to that exceptional member experience, where you earn their loyalty and their referrals.

All of these benefits ultimately culminate in members having an exceptional experience with your organization, which improves loyalty and referrals.