Trade associations face unique challenges that set them apart from other membership and non-profit organisations. These include balancing members’ competing needs while promoting industry goals.
Investing in digital transformation allows trade associations to quickly adapt and improve efficiency, helping overcome operational challenges.
Dynamics 365 and integrated Microsoft business applications make this possible, and ServerSys help associations like yours use these tools to achieve their objectives.
Upgrading to Cloud-Based Efficiency
If you are experiencing the struggle of organising information and the limitations of outdated software, you’ll find a flexible and future-proof solution in Dynamics 365.
Dynamics combines data from multiple sources, enabling the transition from spreadsheets and legacy applications to a central database.
It works with the tools you already use, including Outlook and Microsoft Teams. This minimises the time spent switching between interfaces and improves collaboration and communication.
Enabling strategic data use helps everyone turn insights into action without the steep learning curve often associated with new technology.
Membership Management
Dynamics 365 adapts to meet the challenge of complex membership management.
You can adeptly manage various membership types and pricing bands, accommodating multiple tiers that may be aligned with factors such as member turnover.
As a result, you can minimise administration, billing membership prices accurately and seamlessly activating benefits.
Alongside these capabilities, we configure Dynamics 365 to simplify renewal processes. This can include automated processes to identify memberships nearing expiry and generate renewal invoices, simplifying complex, time-intensive tasks.
Engagement and Communication
Enhancing engagement and impactful communications are at the heart of a vibrant trade community.
Dynamics can play a key role by integrating case management with websites where members can find information, request help, and update their details.
Case management features support help teams by ensuring that each member’s question is addressed and resolved promptly, which is crucial for maintaining trust.
We specialise in creating web portals that empower members and reduce workloads. For example, we design websites to handle member applications, manage onboarding steps and grant applications with each interaction captured in Dynamics 365.
Simplifying Event Management
From managing industry conferences to courses, Dynamics can adapt to your event management by coordinating speakers, delegates, sponsors, and exhibitors in one place.
This includes tracking registrations, attendee types, and engagement activities, transforming logistical challenges into opportunities for participation and interaction.
Trade associations can use Dynamics to secure event sponsors and exhibitors, accurately tracking each income stream and cost. To make informed decisions, you can get a clear view of your bookings, enquiries and other data through built-in dashboards.
Using Power Automate, you can automate event updates and messages, which means less manual work and timely, personalised communications for your members.
Connected Financial Processes
Dynamics 365 simplifies financial workflows by working with Business Central and other ERP systems.
This can transform the management of your subscription invoicing and event financials into smoother processes. By integrating CRM with ERP functionality, your associations gains a real-time view to increases financial oversight.
For instance, this integration can help streamline processes, such as managing revenues from memberships, event sponsorships and exhibitor fees. It could also help you manage transactions more easily, saving time and reducing mistakes.
Partner with ServerSys
Dynamics 365 and the Microsoft Platform are transformative solutions for associations looking for practical, efficient ways to reduce costs and increase scale.
Partnering with ServerSys means working with a experienced team that understands the needs of trade associations.
We focus on designing personalised, practical solutions that help organisations meet their members’ needs. Let’s explore how Dynamics 365 can help your organisation. Contact us today to arrange an initial consultation.
