Empower Your Membership Organisation with Unify and Microsoft Dynamics 365 for Sales (CRM)

Drive Member Engagement and Growth

At Unify Technologies we have a deep understanding of membership organisations and the challenges they face in managing member relationships, enhancing engagement, and driving growth.

We also have an intimate knowledge of how Microsoft Dynamics 365 for Sales, a cutting-edge Customer Relationship Management (CRM) solution, is designed to help membership organisations digitally transform for success.

Our work for the CIM (Chartered Institute of Marketing) is the perfect example. We have enabled this leading awarding body to get the very best out of its investment in Microsoft Dynamics 365 Business Central and Dynamics 365 Sales: integrating both solutions and also other complementary technologies, and enhancing all aspects of membership operations and services including self-service and CPD.

Build Powerful Connections

By harnessing the power of Microsoft technology and Unify’s expertise in this area, you too can streamline your membership operations, gain valuable insights, and build ever stronger connections with your members.

Why Choose Dynamics 365 for Sales for Your Membership Organisation?

Tailored and deployed by Unify, the experts in digitally transformed membership management, Dynamics 365 for Sales delivers a host of benefits for your membership organisation, and members too:

Comprehensive Member Management

Member Database: Maintain a centralised, up-to-date database of all your members, including contact details, membership status, and engagement history.
Member Segmentation: Segment your members based on demographics, interests, and engagement levels to tailor your communication and services.
Renewals and Retention: Automate membership renewals and track retention rates with ease, ensuring you never miss an opportunity to engage with your members.

Enhanced Member Engagement

Personalised Communication: Deliver personalised communication to members through targeted email campaigns, newsletters, and social media integration.
Event Management: Plan and manage events, conferences, and webinars with seamless registration processes and follow-up communication.
Feedback and Surveys: Collect valuable feedback from members through surveys and questionnaires to improve your offerings and services.

Advanced Sales and Fundraising Tools

Fundraising Campaigns: Launch and manage fundraising campaigns with tools to track donations, pledges, and donor engagement.
Sales Automation: Streamline your sales processes with automated workflows, from lead generation to deal closure.
Revenue Tracking: Monitor your revenue streams, including membership fees, event ticket sales, and donations, all in one place.

Real-Time Insights and Analytics

Customisable Dashboards: Gain real-time insights into your organisation’s performance with customisable dashboards and reports.
Member Analytics: Analyse member behaviour and engagement patterns to identify trends and opportunities for improvement.
Predictive Analytics: Use predictive analytics to forecast membership growth, retention rates, and fundraising outcomes.

Seamless Integration and Scalability

Integration: Integrate Dynamics 365 for Sales with other Microsoft applications and third-party tools to create a unified, efficient workflow.
Cloud-Based Solution: Access your data from anywhere with a secure, cloud-based solution that ensures data privacy and compliance.
Scalability: Easily scale your operations as your membership base grows, without the need for significant infrastructure changes.

Ready to Transform Your Membership Organisation?

Embrace the power of Microsoft Dynamics 365 for Sales to transform your membership organisation. Whether you are a professional association, trade union, educational or awarding body, sports association, political party, non-profit or volunteer association, Microsoft Dynamics 365 for Sales and Unify will provide the tools and insights you need.

Contact Us today to discuss your vision.

Frequently Asked Questions (FAQs)

Q: What is Microsoft Dynamics 365 for Sales?

A: Microsoft Dynamics 365 for Sales is a comprehensive sales and CRM solution that helps organisations manage relationships, streamline sales processes, and gain valuable insights through advanced analytics.

Q: How can Dynamics 365 for Sales benefit my membership organisation?

A: Dynamics 365 for Sales provides tools for comprehensive member management, enhanced engagement, advanced sales and fundraising, real-time insights, and seamless integration, enabling you to streamline operations and drive growth.

Q: Is Dynamics 365 for Sales suitable for non-profit organisations?

A: Yes, Dynamics 365 for Sales is ideal for non-profit organisations, professional associations, community groups, and other membership-based organisations, offering tailored solutions for their unique needs.

Q: Can Dynamics 365 for Sales integrate with our existing tools?

A: Yes, Dynamics 365 for Sales can integrate with other Microsoft applications and third-party tools, ensuring a seamless and efficient workflow across your organisation.

Q: How can I get started with Dynamics 365 for Sales?

A: Contact Unify’s team of experts today to learn more about Dynamics 365 for Sales and how it can benefit your membership organisation. We offer personalised guidance and support to help you implement the solution effectively and to maximise its extensive capabilities.