CRM for Membership Organisations... “MRM - Member Relationship Management” IMMIX Solutions Ltd has created a CRM solution powered by Microsoft Dynamics™ CRM designed especially for Membership Organisations. All membership organisations, whether they are trade associations, professional bodies or any other kind of organisation that has members in one form or another, need to maximise the benefits for their members, and to manage their processes as effectivly as possible. In many instances it can be summed up by needing to “do more with less”. Many Membership Organisations are focussing on issues that include managing and growing membership, protecting and developing revenue streams, offering additional services and above all adding value to Members, it’s a process we call Member Relationship Management or MRM. The following are a few areas of business that can benefit from our MRM system; Recruiting New Members – automate subscriptions; easy, quick and structured Membership support – automate annual renewal processes – create a central repository for all member information and interaction – Build and manage contacts and relationships – Create and distribute newsletters and other information Ability to create and track/monitor events – Meetings, AGM’s, Exhibitions, Training , Social events - Sending notifications, set budgets and tracking the costs are but a few examples Creation of Knowledge base for – Supplier information – deals – product / service information – lobbying criteria and status – General FAQ /Advice for members Powered by Microsoft Dynamics CRM 4.0 IMMIX MRM Solutions are powered by Microsoft Dynamics CRM 4.0, one of the world’s leading CRM solutions with a choice of deployment options on premise server or web-based hosted solutions. Integrating easily and simply with other Microsoft products, Microsoft Dynamics CRM 4.0 can be accessed via Internet Explorer web pages or via the familiar Microsoft Outlook interface. This means lower training requirements and costs and faster user acceptance. It also means you can be up and running in weeks and not months! An added feature for today’s dynamic working environments and flexible hours is that our solution can also enable users to work “any time, any place, anywhere” accessing their CRM data on their laptop, iPhone, Blackberry or Windows Mobile device. What you can do with our solution With our CRM for Membership Organisations you can easily: Keep Membership Information Securely in One Place The ease by which the system can be customised means that the IMMIX MRM solution can be tailored to suit the needs of your organisation and its members. This can include general information to specific certification requirements. Track and Manage Communication with Members At the core of the solution is the ability to easily use the tools you use today - Microsoft Office Outlook, to keep track of all important communication with your members. Track and Manage Communication with Partners Improve communication management with partners and third parties with whom your organisation works. Recruit New Members Use the IMMIX MRM Solution to handle your member recruitment more effectively and professionally. Use simple workflows to streamline processes to improve efficiency and effectiveness. Manage Membership Processes for New Members Streamline the processes associated with new memberships. Ensure that all necessary processes are completed on time and for example automatically assign the task of phoning new members to a specific person or send out automatic emails after a designated time period. Renew and Retain Membership & Subscriptions Improve membership retention with an automated membership renewal process with automatic mailings and automatically generated tasks to ensure that the renewal process is more effective and standardized. Keep Track of Member Issues and Requests Improve Member service and experience by Using the solution’s powerful functionality, record, track, trace and document requests and issues generated by members, including automatic escalation of issues not resolved within set timeframes. Keep Track of Projects Easy track correspondence, meetings and documents for ad-hoc or planned projects using the solution’s project tracking functionality with the added option of cost tracking and monitoring. Plan and Manage More Effective Events, Meeting and Training Improve and streamline event management using the solution’s Event functionality to keep all relevant Event information in one place, using easy to create workflows to automate the process. If you want to know more about how our solution can help you better manage your members, call us on 01223 257 739 or We look forward to hearing from you! To look at more details about our other CRM solutions click here! Click here for contact details