Are you looking for the last membership system you'll ever buy?
Many organisations in the membership and NFP sector approach us after having fallen into a cycle of going out to tender for a new membership system every 2-5 years, as legacy systems prove inflexible or aren't maintained to keep up with changing needs. An investment that affects your whole organisation only needs to be made once, if you choose the future-proof, extensible Microsoft Dynamics 365 product, which benefits from continuous investment, a clear roadmap and the ability to be configured and customised to adapt to your developing requirements long-term.
Core has configured Microsoft Dynamics 365 specifically for use by membership organisations, to accelerate CRM project delivery based on the best practice we have learned from working from membership organisations for the best part of a decade. The result is the familiar Microsoft interface centred around the member journey.
This includes membership management processes such as new member acquisition, renewals, management of on-going member benefits, events, training, compliance, CPD, pricing, merchandise and finance, as well as a unique Reporting Module, which provides the insight from having that elusive single view of a member.
As well as offering the accelerator, we work with our clients to configure the platform to their specific needs. Our team of experts, led by David Jennaway, the UK's first Microsoft Most Valuable Professional for CRM, work closely to support our clients, which include Royal Colleges, Institutes, Trade Associations and Professional Bodies. As the UK's longest standing Microsoft Gold Partner for CRM, we are technical experts with unrivalled experience and proven successes.
Our membership platform, sector expertise and affordable licensing options means your project can be delivered quickly and within budget. We have robust data migration tools, proven methodologies and project management services which all contribute to our 100% go-live rate on projects.
According to the Professional Association Research Network, professional bodies alone support 13 million UK professionals. So how do you engage one-to-one with members on such a large scale?
Your members want to be communicated with as individuals, with tailored offers, value statements and information relevant to their member level, qualification or status. A central platform that can hold this data and make it easy to utilise is essential.
How does CRM fit in with our existing systems, website and finance package?
Microsoft technology is easy to integrate with. Most technology vendors design their packages to work seemlessly with Microsoft productivity tools. Core is a systems integrator with wide experience in this sector. Microsoft Dynamics 365 can be integrated with your website via web services and/or a portal, your finance systems, marketing automation tools, social media and call centre tools, not to mention the suite of Microsoft products you may use already such as Microsoft Office, Outlook, SharePoint, Lync and Exchange.
How else can we help?
We also tailor our full range of IT services to the not for profit sector, from collaborative working using SharePoint, to managed services with 24/7 support.
We have developed our own solutions to enhance the out of the box system.