Data-Driven Member Management
Since the early 2000s, we have been supporting membership organisations, including non-profits, clubs, societies, and trade associations.
We understand the challenges they face, such as fragmented data and workflow inefficiencies, and work closely with them to overcome these obstacles.
Our Dynamics 365 solutions help centralise information and modernise processes so you can increase member engagement and continually refine your service.
Benefits of Dynamics 365 for Membership Organisations
Unified Member Profiles
Consolidate data from all systems in Dynamics to create complete and accurate member profiles.
Automated Workflows
Use trigger-activations to efficiently handle member onboarding, renewals and other repeatable workflows.
Increase Engagement
Utilise centralised data to personalise interactions that empower everyone to boost engagement and strengthen member retention.
CRM Integration
Integrate back-office systems, payment gateways and other third-party services to streamline your processes.
Customisable
We’ll tailor Dynamics 365 to reflect the information that’s relevant to your unique membership structure.
Scalable Platform
Our solutions are built on the Microsoft Cloud ensuring capacities will seamlessly adapt as your requirements change.
Revenue Generation
We deliver solutions to nurture members that encourage renewals, and uplift subscriptions using integrated marketing automation.
Complex Subscription Options
Dynamics will adapt to manage your membership structure, however complex, such as managing family and multi-level subscriptions.
Proudly Serving Membership Organisations including…
How our Solutions Deliver for Membership Organisations
Our implementations of Dynamics 365 aim to centralise member data to provide complete visibility into relationships. We can customise Dynamics to match your membership structure and consolidate data across all systems to create unified profiles.
By having access to real-time relationship details from a centralised source, your teams will be empowered to drive personalised, journey-based engagements.
Intuitive Member Assistance
We create custom web portals that allow members to manage their accounts independently with powerful search features and intelligent chatbots.
Our portals are user-friendly, intuitive, and feature native Dynamics 365 integration. They include capabilities such as event registration, support assistance, document access, and profile management, reducing administrative workloads and allowing teams to focus on higher-value projects.
Our solutions turn data into insights to improve service quality. With Dynamics 365 and Power BI, membership data transforms into interactive dashboards.
Staff can access these visualisations at every level to identify opportunities for service improvement, like enhancing rewards, communication strategies, or digital experiences.
Proactive Guidance
We provide continuous support and consultation to help you maximise the potential of Dynamics 365 and the Microsoft Cloud Platform.
Our team will offer guidance, share expertise, and provide regular check-ins to advise you on enhancing the functionality of your system.
Cycling UK: New CRM and portal empower expansion and engagement.
By implementing Dynamics 365 CRM and a custom member portal, Cycling UK unified its systems into a single hub to flexibly manage subscriptions, send personalised communications enabling tighter event coordination to drive increased participation.
“From the offset, the quality of ServerSys’ work has been impressive, and they have delivered value for money. From the functional specifications to the user journey and page content layout, they’ve created a web portal that will power exciting new opportunities for Cycling UK and its members into the future.”
Ian Taylor, IT Manager at Cycling UK
Examples of Processes We Can Help You Manage
We can help you implement Dynamics 365 to manage any membership relationship and workflow relevant to your organisation. Frequent examples include renewal workflows, member subscriptions, donations, grant applications and more shown in the visual below.
What you can expect
Experienced consultants focused on listening first and explaining in simple language.
Transparent communications and a collaborative approach with a commitment to building long-lasting partnerships.
Customised solutions to fit your unique needs, developed through a consultative, customer-centric approach.
Rapid timelines with the aim of delivering quick wins.
Ongoing support to transfer knowledge.
Proficient problem solvers committed to helping organisations maximise Dynamics 365 and Power Platform capabilities.
Enquire Now
Do you want technology that empowers members and increases your efficiency?
Please complete the form below, and let’s discuss how Dynamics 365 and integrated Microsoft Cloud solutions can help you improve performance.