Whether communicating with regular customers, subscribers or charity donors, there are a host of groups that require specialist engagement and membership management
In today's fast-paced digital landscape, managing a large membership base manually is not only challenging but also inefficient. Impossible to handle at scale without automation, a tailored membership management CRM system can help you engage with them and increase loyalty and retention. Below is a more granular look at how membership CRM software can benefit your organisation.
Keep accurate data
One of the key benefits of a membership CRM system is its ability to help you keep updated member information such as preferred channels of communication, event attendance, and engagement stats (including lead scoring). Accurate and up-to-date data is the backbone of effective member management. Without it, your efforts to engage with members and meet their needs are likely to fall flat. A membership CRM can also be used to manage legal requirements relating to GDPR and PECR, as well as wider marketing preferences. This ensures that your organisation remains compliant with data protection laws, which is critical in maintaining trust with your members. Additionally, you can centralise this information into one database, where all stakeholders can easily access and update it if necessary. This centralisation not only streamlines data management but also ensures that everyone in your organisation is working with the same, accurate information. So you can be sure your data will always be correct.
Member classification
Organisations such as non-profits work with different types of donors, and they all have their preferred method of donating. Classifying them into groups streamlines the donating process allowing you to automate their basic workflows. You can choose to categorise them according to demographics data, donation amount, or whatever variables work for your organisation. Doing so can allow for improved marketing to donors without risking them leaving.
Improve communication with a membership CRM system
Organisations need to maintain a meaningful relationship with their members in the same way businesses do with their customers. However, this can be difficult to do because every member has their preferred communication channel. More advanced membership CRM software solutions help solve this problem by linking all communication channels together (telephone, email, website, social media) and becoming a centralised hub for all communications and membership management.
Provides a personalised experience
To increase member loyalty, you have to figure out how to relate with your members on a personal level. Instead of sending a generic thank you email, find out what content suits every member. Membership CRM software provides you with relevant personal information to customise your content to your members' experience and preferences. And with the addition of marketing automation from solutions such as Dynamics 365 Marketing or ClickDimensions, you can deliver more personalised campaigns with ease.
Manage membership campaigns
Acquiring new members is easy, but the hard part is retaining them. For example, non-profit organisations have to take all their donors through a lengthy nurturing process that involves events and digital campaigns in order to gain their trust. This is essential for NGOs and similar businesses, and that is why we recommend a CRM solution (such as Dynamics 365). It can be used to automate social media posting and email outreach, which helps increase engagement.
Produce accurate reports
When running a member organisation, you need to keep track of input and output and create reports on the same. Investing in a membership CRM application with a reporting feature will help you generate these reports quickly and accurately.
Alternatively, applications such as Microsoft Power BI can be used to turn your data into more insightful visuals and graphs that you can then analyse in more depth.
For more on the benefits of a membership CRM, view our page on Dynamics 365 Marketing:
