Excitation are proud sponsors of the 2012 MemCom Annual conference.

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.

"The speed of progress was rapid – it took just six months from the initial evaluation workshops, through scoping, development and user acceptance to solution roll-out" Nick Gatt, Central YMCA's Head of IT.

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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.

Membership Management 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

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

Contact our Oxford office

0845 246 2400

Request and download more information about our Membership Framework

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Find out more about our Microsoft Dynamics CRM events

Events & Seminars

CHASE 2012 - 20th Anniversary

Stand 54, Business Design Centre,
52 Upper Street, Islington, London,
N1 0QH

Date: 15th and 16th February 2012
Time: 9:30am - 5:00pm (15th)
           9:30am - 4.00pm (16th)

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Excitation launches its Membership Framework for Microsoft Dynamics CRM 2011

"Microsoft Dynamics CRM is becoming the CRM solution of choice for Membership Organisations. The ability to analyse and segment the data in the system makes it an ideal choice to communicate effectively," says Dave Cryer.

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