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Microsoft
CRM Association Management Solution (AMS)
Microsoft
is an extremely flexible CRM, e-commerce and business-building solution used by
over 300,000 professionals in a wide range of industries. Microsoft
CRM
AMS provides “out-of-the-box” CRM-based association functionality and has an
array of additional modules to compliment the base solution. This
functionality enables your organization to manage customers, members, donors and
other constituents, while tracking all pertinent information. From
membership administration, event and meetings management, to a 100%
Internet-based web solution, Microsoft can help you better manage your
relationships while improving staff productivity. The
browser-based user interface presents a high-level view of your data and
provides the ability to drill down for additional detailed information.
Base
Application
The
base application includes the following modules:
 | Membership,
Contact and Company Management
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| Chapter
Management
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| Committee
Management
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| Subscription
Management (Technical Divisions) |
| Affiliation
Management
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| Relationship
Management
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| Activity
Tracking Management
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| Literature
Management
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| Correspondence
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| Business
Process and Workflow Automation
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| Microsoft
Configuration Tools and SQL Reporting Services
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Optional Modules
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eMembership
– on-line member sign-up, ordering and event registration.
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eEvents
- offers an out-of-the-box and fully configurable events Web site that supports
online registration and payment, allowing organizations to significantly reduce
event support costs.
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Back
Office Accounting Integration – provides integration between Microsoft and
Microsoft Great Plains.
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e-Mail
Response – System generated e-mails to provide members with quick feedback and
answers to questions.
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e-Marketing
– Microsoft Campaign Management. Microsoft eMarketing allows users to design
and execute highly targeted multi-channel campaigns that provide personalized
messages for each customer or prospect.
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e-Advisor
– on-line help for members
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e-Service
– provides a comprehensive Web service portal solution that allows users to
receive self-service or assisted service on the Web.
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CTI
Integration – telephone switch integration
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Enterprise
Application Integration (EAI) – provides integration to third party
databases.
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Office Accounting Integration – provides integration between Microsoft and
Microsoft Great Plains.
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CRM
for Association Management Systems Overview
Home Page
Membership
Application
The
associated membership screens are configured to reflect “Association
Terminology and Methodology”. Displayed below is the “Membership
Profile Screen”.
Core
Membership Application Functionality includes:
| Maintain
organization and parent organization information (i.e. organization name,
site, multiple addresses.
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| Keep
up with prospects, members, etc. Information includes: member ID,
name, prefix, suffix, nickname, work phone & fax, home phone, cellular
phone, title, join date, expiration date, multiple email addresses, company,
etc.
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| Schedule
and record member activities and requests.
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| Retain
personal and private notes.
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| Associate
members with their organization.
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| Store
attachments to the member record.
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| Accumulate
profile information about members and organizations.
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| Perform
District maintenance, including managing District information and associated
members.
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| Complete
subscription maintenance including managing technical division information
and associated members.
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| Enter
new members billing information in the application and have the information
flow to the back office for payment.
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| Execute
monthly batch member renewals.
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| Extensive
e-mail capabilities including email response, campaigns, prospecting and
automated service & support.
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| Ability
to create standard response templates that can be used when responding to
member requests.
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Users are able to view them in a multitude of ways including:
Districts
The
District module provides the following functionality:
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Add,
modify and delete District information.
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Add
members to Districts.
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Maintain
member and District history using activities.
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Support
multiple District memberships.
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Each
District has the ability to record & schedule activities, store attachment
files.
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Generate
District member lists.
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Easily
send e-mails to District members.
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Run
member campaigns by District.
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Configured
automated process workflows to match your business processes.
Committees
Provides
the same functionality of the District module
Subscriptions
Provides the same functionality of the District module
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