CRM Business Tools CRM Software Business Tools Information News
Building Meaningful Relationships with Members Using the Best CRM for Membership Organisations
Welcome to our comprehensive guide on the best CRM for membership organisations. Running a membership organisation can be challenging, especially when it comes to managing members, building relationships and keeping track of data. Fortunately, with the right customer relationship management (CRM) system, managing members and their data has never been easier.
In this article, we’ll introduce you to the best CRMs for membership organisations and provide in-depth insights on how they work. We want you to make an informed decision when selecting a CRM for your membership organisation.
Why a CRM Is Vital for Your Membership Organisation
A CRM is an essential tool for membership organisations to keep track of members’ data, feedback, and their engagement. A good CRM will help your organisation on many levels. It can:
- Provide a single user interface to manage all member data.
- Track conversations, feedback, and engagement with members.
- Generate reports and insights for decision making.
- Automate repetitive and time-consuming admin work.
- Improve communication and build stronger relationships with members.
1. Salesforce
Salesforce is a global leader in CRM technology and deserves to be on this list. It is highly customisable, flexible, and can be configured to fit various membership companies’ needs. It’s also easy to use, with step-by-step guides available for beginners.
Features of Salesforce
| Feature | Description |
|---|---|
| Simple User Interface | Allows you to manage all aspects of membership in one place. |
| Customizable Dashboards | Provides valuable insights into member interactions. |
| Membership Portal | Allows members to update their information on their own. |
| Automatic Notifications | Keeps you informed of important updates and changes. |
| Mobile App | Allows you to stay connected with members on the go. |
Frequently Asked Questions about Salesforce
Q: How do I get started with Salesforce?
A: Salesforce offers a free trial that allows you to test the platform and get accustomed to its features. After the trial expires, you can choose from a range of pricing plans based on your needs.
Q: Can Salesforce integrate with my existing systems?
A: Yes, Salesforce can integrate with many popular systems, including Microsoft Office and Google Suite.
Q: Does Salesforce offer support?
A: Yes, Salesforce offers support that can be accessed through phone, email or chat.
2. Wild Apricot
Wild Apricot is a CRM that is specifically designed for membership organisations. It is a cloud-based software that is easy to use and can be accessed from anywhere at any time.
Features of Wild Apricot
| Feature | Description |
|---|---|
| Membership Management | Allows you to manage your entire membership base. |
| Website Builder | Provides you with tools to create a professional-looking website. |
| Event Management | Organise and manage events easily. |
| Payment Processing | Collects fees and donations quickly and securely. |
| Emails and Newsletters | Keeps members informed and engaged via customised emails and newsletters. |
Frequently Asked Questions about Wild Apricot
Q: How does Wild Apricot ensure payment security?
A: Wild Apricot uses PCI-compliant payment processing systems to ensure secure transactions between members and the organisation.
Q: Can I customise the membership forms on Wild Apricot?
A: Yes, Wild Apricot allows for customised membership forms based on your organisation’s specific needs.
Q: Can Wild Apricot be integrated with my existing systems?
A: Yes, Wild Apricot can be integrated with popular systems like QuickBooks and Google Analytics.
Conclusion
Choosing the right CRM for your membership organisation is important. It can improve communication, engagement, and build stronger relationships with your members. We’ve highlighted the best CRMs for membership organisations – Salesforce and Wild Apricot – that can help you achieve your membership goals.
With Salesforce and Wild Apricot, you can manage member data easily, create personalised communication, and gain valuable insights to help grow your membership organisation.
Now that you have a better understanding of what these CRMs can do for your organisation, select the best CRM that suits your organisation’s needs, and watch as your membership organisation grows to achieve its full potential.
Disclaimer
This article is for informational purposes only. The information provided in this article is not intended to be relied upon as professional advice. Please consult a professional before making any decisions based on the information provided in this article.
