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BroadPoint Technologies, LLC

Membership Management for Associations: A New Approach with CRM

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Associations choose easier, lighter and more cost effective membership tools

Since associations started using software to manage their operations and relationships, Association Management Software (AMS) solutions have been developed to serve their unique needs.  Many AMS solutions have become complex, heavy systems that try to serve every association requirement.  If an association has a task or business process, there is probably an AMS module to manage it.  However, there are new systems available that allow you to run your organization the way you want, not how software tells you to.

Replacing legacy AMS systems with a flexible platform

Over time, AMS systems have become difficult to use, hard to maintain and expensive to purchase.  So now, association executives are searching for alternative solutions to break out of the cycle of upgrading their AMS system every few years.  

Today, more and more Associations are choosing flexible platforms like Microsoft Dynamics CRM.  That’s right…CRM. While CRM Stands for “customer relationship management,” associations customers are members and the association’s primary mission is usually related to serving and building relationships with their members.

There are some very compelling reasons to use CRM to meet the specific needs of the association, including:

  • Familiarity and ease of use.  If you like to use Outlook, you will like using Dynamics CRM.
  • Improved business productivity through the Microsoft to Microsoft integration for Outlook, Word, and Excel.
  • The best integration to Outlook in the industry – developed by Microsoft, not an AMS vendor.
  • Easy to deploy either on-premise or hosted in the cloud.
  • Supported by certified Microsoft Dynamics Partners that you can choose instead of a single AMS vendor.

Association solutions with a phase approach

The Microsoft Dynamics CRM platform handles many Association functions, including donation and pledge management, volunteer tracking and marketing campaigns, as well as constituent management and case management. One of the primary reasons association executives site for choosing Dynamics CRM is that they can phase it in to replace old systems as the need arises.

So, your next AMS might not be a traditional AMS after all. Find out more about your options as you look for better ways to manage your organization.  Contact Steve Kane (301-634-2404 and skane@broadpoint.net) at BroadPoint Technologies, Virginia’s most experienced Dynamics CRM Microsoft Partner.

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