Association and Membership Management
Dynamics 365 is an excellent platform for managing member and constituent data. With intuitive platform design, association is able to customised their engagement method with members.
Dynamics 365 for Membership work together as one complete, integrated system. It has a modular structure, so you only use solution that your organisation need.
Metisc work with partners across Microsoft partner ecosystem, making us your reliable partner in Cloud technology to drive nonprofit digital transformation
Metisc have established a unique investment roadmap that perfectly designed for associations and maximising the investment value right from the start.
Popular Software Functions
- Member contact information, certifications, cases, renewals, payment history
- Track individual practices, licensing and business operations
- Volunteer engagement and volunteer management
- Manage committees, board members and working groups
- Segment and initial committee level communications
- Inbound and outbound member communications
- E-mail tracking within Microsoft Outlook and via Microsoft Exchange and Office 365
- Tracking of all correspondence
- Issue resolution and case management
- Track complaints, infractions, and other issues
- Build and maintain a knowledge base of issue resolutions
Financial & Reporting feature
- Financial Systems Integration
- Link to financial systems for payment processing, renewals and statement of account
- Organization-wide access to reporting
- Self-Serve Portals
- Allow for external access for renews, payments, inquiries, membership status, contact information
- Analysis and Reporting
- Dashboards, KPI metrics, 360 degree view, ad-hoc analysis, performance reports
How Associations Can Grow in High Demanded Market
Why Choose Us?
Since 1994, Metisc has been at the edge of of the ever - evolving enterprise software space. We have been here for businesses during key periods of transformation.
Our staff have gone through Microsoft's rigorous certification and examination process to ensure that our solutions are world - class and are taking advantage of the latest innovations in CRM & Cloud technology.