CRM
A CRM that helps you connect and engage with your members!
Is your members' contact information hard to manage?
Managing all of your member contact information and engagement can be a nightmare for associations. CloudCentre hosts an association management solution that runs on the cloud, reducing your running costs, and administrative time, allowing you to focus on engaging with your members.
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The CloudCentre member database is a totally integrated ‘Customer Centric’ Member Database, Financial, and Web platform allowing you to run your entire business using one application and one database that will provide you access to accurate and live data.
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With 24/7 access to extensive Customer Relationship Management functionality, you can service your members from any point of your organisation, allowing your staff to work better together with employees, partners, and members, from different locations, and different devices on the cloud.
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Build a comprehensive view of all your members with CloudCentre's in-depth segmentation, engagement, and web integration tools. Personalise every interaction and tailor your messages to individual member needs and interests with these groupings and features:
Customer Segmentation
Customer Engagement
Website Integration
Capture company and personal information
Utilise the interactions and task management tools
Prospects could join online, Renew their membership and update their own details online
Tagging for different groups and status’
Automatically record all your member's engagements
Join special interest groups and committees and manage communication subscriptions online
Tagging members to access different content/documents
Automatically record all your email communications
View, print and pay all their invoices online
Communication subscriptions (mailing lists)
Automate all your operational processes
Register to events & courses online
Topics of interests
Assign a BDM or account manager to your member and record the meetings
Industry information
Roles
Special interest groups
Select and register a conference package
Purchase products and services
View, print, and enter accreditation records
Search through the member directory
Search through the document directory
Publish Careers / Classifieds / eNews / blogs
Integrate Learning Management Systems
Our solution
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Coresoft's CRM is the foundation system in a series of customer-centric applications. It manages an enormous variety of customer information collected by staff as they interact with customers on a daily basis. This information can be analysed and segmented to provide you with the know-how to align your business strategies to capitalise on new market share and retain existing customers.
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CloudCentre's CRM module provides the functionality and tools to manage all of the following
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Relationship Automation
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Relationship Status
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Marketing and Analysis
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Managing Customers
Benefits for your members
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CloudCentre's CRM offers a cost-effective, unified solution for managing members, and streamlining processes throughout your business. Members enjoy improved customer service through their own portal access for updating details, saving staff time. The portal stores conversation records and support issues, enhancing communication. Our Cloud-based solution boosts efficiency, member value, engagement, revenue channels, and communication.
If you require an unlisted feature, please get in contact with us, we may still be able to find a solution for you!