Membership Management with Microsoft CRM

Membership organisations keep information on legacy membership systems or a mixture of spreadsheets and membership databases. Legacy membership software can be inflexible and expensive to change, spreadsheets and databases are difficult to manage with no single view of the Member.

The pressure to keep existing members, grow new member numbers and add additional services leaves the present systems creaking at the seams.


Excitation offers a membership management framework

Our framework is built from our experience in designing membership software using Microsoft Dynamics CRM. Our approach allows you to build on what you have, integrating your existing web site and financial systems into a central Microsoft CRM system. Our credentials are second to none.

Excitation's Membership Framework
Membership self service
Membership self service
Committees and interest groups
Committees & interest groups
Training and certification
Training & certification
Single view of member
Single view of member
Events booking
Events booking
Member preferences
Member preferences
Renewal processing
Renewal processing
Management information
Management information
Membership History
Membership History
Call Centres
Call Centre Integration
Case Study: Membership Management for London First

London First required a replacement for an existing Goldmine system, and a CRM partner that could successfully migrate the existing database to a new CRM system.

" Excitation has enabled us to easily build highly targeted lists against member profiles..."

Read the London First case study

Read the London First case study

Contact our Oxford office

0845 246 2400

Request more information about our Membership Framework

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Find out more about Microsoft Dynamics CRM

Events & Seminars

Microsoft Dynamics For Membership

A free seminar from Microsoft & Excitation

Venue: Microsoft, Victoria Street, London
Date: 1st October 2010

Find out more and register to attend

RICS appoints Excitation

Excitation is pleased to announce that the Royal Institution of Chartered Surveyors (RICS), the world's leading professional body for qualifications and standards in land, property and construction, has selected us to deliver their Dynamics CRM-based membership management system.

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