Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,

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Better membership experience with the new

generation Microsoft platform

Steve SydeeHead of Sales and Marketing

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This is a reduced version of our full presentation delivered at Techsmart 2019

If you would like the full version, please contact me at [email protected]

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Microsoft Dynamics for NFPDashboards – Power BI

Member Profile with smartengagement

Business Process Flow

Business Process Automation

Easy Surveys

Powerful Marketing

Extend with Power Platform

Case Studies – adding value

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MemberWise survey of top CRM solutions 2019

“We’re glad we have invested in Microsoft Dynamics 365 as a platform – it truly is technology that can grow and develop as your business does.” The Bar Council

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smartmodules

smartmemberportal

smartengagement

smartgroups smartGDPR

Contact & organisation management

smartmembership

smartconnector

smartCPD smarteventssmart

education

smartawards

smartdebits

smartCMS

Marketing management

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Powerful Analytics

Create powerful analytics with Power BI

KPIs

Member insights

Multiple data sources

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Member Profile – smartengagement

Activity tracking

360 view

Engagement scoring

Proactive highlights

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Visual Business Process Flows

Guided Process

Check Lists

Role Based

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Business Process Automation

Automate Repeated Processes such as membership renewal with Power Automate

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Surveys with Microsoft Forms

Easy to create surveysAutomated sending

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Marketing Automation

Automated member journeys

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Extend using Power Platform

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Case Studies

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Success…..awards

Best Use of an AppHighly Commended

Best CPD initiative1st place

“And the winner is…..”

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One system across all your departments

Cross departmental processes

Much more power in the hands of the users

New components released all the time

Fast implementation in phases

Win some innovation awards ☺

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THANK [email protected]