Dynamics 365 for Membership seminar: what you missed

On Friday 3rd March, we had the pleasure of gathering some of the most relevant membership professionals within the sector to introduce the new features of Dynamics 365 and highlight the benefits of Core's Membership solution. As part of the seminar, Core were delighted to welcome NetXtra and ARCA – The Asbestos Removal Contractors Association - to speak and share their insights.

What was covered?

Core opened the seminar by inviting all attendees to discuss the challenges they are currently facing, giving our team a better understanding of their needs so we could address them throughout the session. We demonstrated Core's membership platform utilising Dynamics 365 and how it can be used to answer many of the membership challenges faced by attendees.

What did attendees learn?

• How to grow your database by turning inbound emails into new leads/members and tracking emails in order to register all activity related to your leads/members
• How you can manage member events
• Hidden and very useful benefits that Dynamics 365 offers to speed up the data searching process across the CRM system
• How to integrate social media analytics into your CRM dashboard so you get a complete overview of how and what your members are saying on all social media platforms
• How ARCA counted on Core to improve their CRM system in order to sync the different systems and data to better manage their membership platform
• How NetXtra showed the benefits of website integration for member engagement

"NetXtra's presentation showed how much useful information can now be gained from user interaction within the website, adding another level of insight to the integration between CRM and your website", says David Jennaway, MVP and Head CRM Architect at Core.

Steve Sadley, CEO at ARCA, explained the challenges they faced and how they solved these by implementing Core's CRM solution. Four key reasons for his choice were:

• Better synchronisation between different systems to avoid an overlap in data.
• The new system was a powerful way to analyse data using filtered views to slice data.
• Unbeatable price.
• Very competent training provided by the Core's team.

David Jennaway added: "It was great to have a past customer describe their CRM solution and its benefits from their perspective, and to hear Steve describe the same key aspects of a successful CRM implementation."

Many membership bodies were particularly interested in Core's modules, which personalise the CRM platform and give the user a more exclusive navigation experience. One of the key points to take away from the seminar, was that a future-proof system is vital. An additional highlight, was the knowledge delivered by our MVP, David Jennaway, who answered questions throughout the day around the best way to maximise the potential of Dynamics 365.

The seminar allows a high level of interaction, and having our team of experts on site to answer your questions is a bonus, so why not take advantage and sign up to our next event?

For further information please contact our team.