Membership Management with Microsoft CRM

Microsoft Dynamics CRM is becoming the de facto CRM system for Membership Organisations. Its ease of use comes from seamless integration into standard desktop products such as Outlook, Excel and Word.

It offers Membership Organisations a flexible platform to facilitate membership engagement strategies. The ability to search and sort the information held in the CRM system leads to more targeted communications.

Key initiatives such as web enabling the membership system are key to delivering organisational goals. Excitation's Membership Framework offers membership self-service and preference-driven website content.

The best just got better, with the additional capabilities in Microsoft's 2011 CRM product. Central to the system is the ability to set organisation goals, measure progress and report these using a Membership Dashboard into standard desktop products such as Outlook, Excel and word. Match this with Excitation’s Membership Framework and projects can be delivered quickly and within budget.

Some of our Membership Framework customers:

• Royal Institute of Chartered Surveyors
• Chartered Institute of Housing
• Association of the British Pharmaceutical Industry
• International Transport Workers Federation
• London First