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
Committees & interest groups
Training & certification
Single view of member
Events booking
Member preferences
Renewal processing
Management information
Membership History
Call Centre Integration
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
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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