Microsoft Dynamics 365 Membership Management
Increase sales, operational efficiency, and member retention with Dynamics 365 for Membership Organisations — a Custom CRM Solution designed for professional bodies, clubs, associations, growth hubs, and more.
Key Benefits of Dynamics 365 for Membership Organisations
Dynamics 365 Membership Management: A Case Study
The Retail Motor Industry Federation (RMI) is the UK’s leading automotive trade body, representing motor industry operators across the UK.
“We asked Pragmatiq to help us move from a database we had been using for over ten years, to a bespoke Customer Relationship Management (CRM) system on the Microsoft Dynamics platform. The team at Pragmatiq took their time to understand our complex business needs and while having to build something that suited all our different Associations which in itself came with many challenges, they sensitively came forward with ideas and solutions which helped us not only enhance our processes but maximise our efficiencies. The end result is that the team at Pragmatiq provided us with a platform that not only works for all our Associations and their individual requirements, but one that will grow with us as an organisation.”
Features of Microsoft Dynamics 365 for Membership Organisations
Member Management
Centralise all member information, including membership history, contact info, renewal dates, notes, and more, streamlining access for your employees and improving efficiency.
Member Engagement
Elevate member experiences with trigger-based journeys, automated personalisation, engagement metrics and more, ensuring your members feel valued and boosting overall engagement.
Automate Membership Workflows
By automating routine tasks like sending renewal reminders, weekly news and more, Dynamics 365 for Membership Organisations reduces administrative burdens, allowing your teams to focus on more strategic activities.
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Reporting & Insights
Custom dashboards and reports offer insights into critical metrics such as retention rates, new acquisitions, subscription payments, and more. This data supports your organisation with timely, data-driven decisions that drive long-term success.
Security and Compliance
Our CRM for Membership Management securely stores all your data within the Microsoft Cloud. This ensures that all your data is safely stored while also complying with data regulation requirements.
Anywhere, Anytime
Employees can view, access and update the information they need from any device, at any time, ensuring real-time data accuracy and reducing duplication efforts among staff members.
Download our D365 for Membership Organisations Guide
Want to know more about the features and benefits of our Bespoke Membership CRM? Then download our Dynamics 365 Membership Guide, which covers everything you need to know.
Download NowWhat some of our clients say...
Contact Us“We commissioned Pragmatiq to develop Microsoft Dynamics into a Bespoke CRM System for managing our membership database and providing an efficient events management system. I was impressed from the outset at the time and focus that Jamie took in understanding our business, with all its quirks, in order to provide an easy-to-use and intuitive CRM which now attends to all our needs. I am impressed by their efficient use of time and always working to schedule yet understanding of our restrictions when implementing a system during lockdown. The after service has been brilliant with the Pragmatiq helpdesk portal, quick to respond and deal with any issues that arose after the system was implemented.”
“Cavendish Health provides innovative private medical and well-being services to individuals and corporates. We previously operated across several systems and spreadsheets and recognised we needed a centralised solution, but struggled to find one that suited our unique requirements.
Pragmatiq developed a Bespoke CRM System that accommodates the core functional needs of the business and fits around our processes. This has transformed how we operate and has saved a significant amount of time across the business. Throughout the project, the Pragmatiq team has been easy to work with and has developed a deep understanding of Cavendish Health, enabling us to work well together and drive real value from the platform. We look forward to continuing the relationship and hopefully engaging on future projects.”
“Right from the start, Pragmatiq were extremely helpful and worked with us to design and develop a CRM system that suited our requirements.
Throughout the process, the team were responsive, engaging and worked hard to understand our organisation and unique processes. I was particularly impressed by the teams expertise and professionalism, and we now have a solution that supports various departments within the University and enhances the overall student experience.
I would highly recommend Pragmatiq and I’m confident that when we require any further support, Pragmatiq will be able to provide it.”
“Pragmatiq are a trusted and dynamic CRM partner. They have provided quick, flexible and innovative solutions to the challenges we’ve given them whilst being professional and supportive. They have become a reliable partner and operate as an extension of our internal team.”
Frequently Asked Questions
At Pragmatiq, every solution we build is tailored made to fit around the requirements of our clients. Because of this, the features that can be added and altered to your Membership CRM are endless. Below are a few common requirements that we have come across within the membership sector:
No, our solutions are tailored to fit around your unique needs and requirements and are then built on Dynamics 365. The above features are only examples of what the functionality within your system could look like.
We understand that over time, your organisation will grow and change, and your needs may shift; the beauty of a bespoke Membership CRM Solution is that it can be tailored even after implementation.
At Pragmatiq, we have a Managed Service offering, which allows us to support your business post-go-live.
As part of the Microsoft suite, D365 for Membership Organisations smoothly integrates with various Microsoft applications, including:
- Outlook: Seamlessly manage emails within D365
- Microsoft Teams: Collaborate and communicate with your team and clients directly from D365
- Sharepoint: Access resources stored within SharePoint easily from within D365
- Microsoft Power BI: Visualise your data in easy-to-read dashboards and report
At Pragmatiq, we have worked with a variety of clients across the membership sector, because of this, we understand the intricacies and challenges that you may be facing. This enables us to design a Membership CRM that provides you with the exact functionality you need.
In addition to this, we ensure to follow the following:
A consultative focus
Initially taking the technology out of the conversation, we work closely with you and your training business to understand processes, challenges and future goals. From this, we are able to advise you on the right solution that is tailored to your specific requirements. The customer’s business model is always our starting point and we are uncompromising in our approach to be more than just a ‘technology company’.
We are passionate and we care
We are passionate about what we do and head into work every day excited about working with our customers and what we can achieve. We recognise if you like what you do, you will do it better and deliver to a higher standard.
Simple language
Often IT resources cannot translate ‘technical jargon’ which is a common barrier. Our consultants are not only technically capable, but are able to identify business challenges and explain how they can be solved in simple language.
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