CRM Membership Management

Business efficiency for membership organisations and  associations our solution provides :- 

  • A central repository for all member information and interaction
  • Membership support
  • Event support
  • Creation of Knowledge base
  • Automation of the renewal process
 
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Member CRM Tailored

Tailored to fit your
organisation

 

What does it do?

Quickly track all member interactions & communications

 


Member CRM

Why MRM?

Is your annual renewal process tedious?

Could the time you spend doing annual renewals be better spent?

Do you send out regular emails or newsletters?

Do you require assistance with your event management?

Would building a knowledge base help support your members?

 

“MRM - Member Relationship Management”

IMMIX Solutions Ltd has created a Customer Relationship Management system for Membership Organisations that is powered by Microsoft Dynamics® CRM and designed especially for the industry.

All membership organisations, whether they are trade associations, professional bodies or any other kind of organisation that have members in one form or another, need to maximise the benefits for their members and manage their processes as effectively 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 that we have targeted to assist Membership organisations;

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

Event support

  • ability to create and track/monitor events  i.e. Meetings, AGM’s, Exhibitions, Training, Social events
  • send notifications
  • set budgets and track the costs

Creation of Knowledge base for

  • Supplier information
  • Deals
  • product / service information
  • lobbying criteria and status
  • general FAQ
  • advice for members

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.

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 at the click of a mouse.

Search for information in the system very easily.  Postcode, Business names, Contact names, etc..

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.

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 to better manage your members, call us on 01223 257 739 or e-mail us at This e-mail address is being protected from spambots. You need JavaScript enabled to view it