Articles relating to Membership organisations

Engagement scoring is a powerful tool that membership bodies use to measure the level of engagement of their members

Making your website work for recruitment, retention and proving your value

Check out a short demonstration of how to use Microsoft Sales Copilot in Outlook and Dynamics 365 to summarise your deals and draft relevant emails

Making your website work for recruitment, retention and proving your value

Providing added value to your members

With enormous investment from Microsoft, why do some projects struggle to go live, or keep up to date?

In a few short months, Microsoft’s AI integration (called Copilot) will be available in Dynamics 365 CRM, which is already the most widely used CRM in the membership world

Why engagement with your members is crucial

How do you get buy-in and agreement from top to bottom to even start your project?

What happens when your current CRM is outdated, inefficient, or incompatible with your needs? How do you replace it without risking your budget or your reputation?

Choosing the right supplier is vital for your project – so you need to know how to do it

It's generally accepted that your website and back-office CRM must be closely integrated to get the best out of both. But should you replace both at the same time?

Older systems are hard to integrate, laborious to operate and make it impossible to deliver the most basic personalised multi-channel engagement

Practical guidance on being digital, joined-up and irreplaceable to your members and students

Just why is Dynamics now the most commonly selected solution for membership bodies?

Our research shows that members and students are demanding personalised and streamlined services.

Services, systems and engagement options for increasingly demanding members.

And why is it vital to member recruitment and retention?

Introducing smart engagement...