Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our...
Transcript of Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our...
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Better membership experience with the new
generation Microsoft platform
Steve SydeeHead of Sales and Marketing
![Page 2: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/2.jpg)
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This is a reduced version of our full presentation delivered at Techsmart 2019
If you would like the full version, please contact me at [email protected]
![Page 3: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/3.jpg)
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Microsoft Dynamics for NFPDashboards – Power BI
Member Profile with smartengagement
Business Process Flow
Business Process Automation
Easy Surveys
Powerful Marketing
Extend with Power Platform
Case Studies – adding value
![Page 4: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/4.jpg)
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MemberWise survey of top CRM solutions 2019
“We’re glad we have invested in Microsoft Dynamics 365 as a platform – it truly is technology that can grow and develop as your business does.” The Bar Council
![Page 5: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/5.jpg)
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smartmodules
smartmemberportal
smartengagement
smartgroups smartGDPR
Contact & organisation management
smartmembership
smartconnector
smartCPD smarteventssmart
education
smartawards
smartdebits
smartCMS
Marketing management
![Page 6: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/6.jpg)
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Powerful Analytics
Create powerful analytics with Power BI
KPIs
Member insights
Multiple data sources
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Member Profile – smartengagement
Activity tracking
360 view
Engagement scoring
Proactive highlights
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Visual Business Process Flows
Guided Process
Check Lists
Role Based
![Page 9: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/9.jpg)
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Business Process Automation
Automate Repeated Processes such as membership renewal with Power Automate
![Page 10: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/10.jpg)
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Surveys with Microsoft Forms
Easy to create surveysAutomated sending
![Page 11: Better membership experience with the new generation ...€¦ · 2 This is a reduced version of our full presentation delivered at Techsmart 2019 If you would like the full version,](https://reader033.fdocuments.net/reader033/viewer/2022050600/5fa791b0e2566f2830460926/html5/thumbnails/11.jpg)
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Marketing Automation
Automated member journeys
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Extend using Power Platform
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Case Studies
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Success…..awards
Best Use of an AppHighly Commended
Best CPD initiative1st place
“And the winner is…..”
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One system across all your departments
Cross departmental processes
Much more power in the hands of the users
New components released all the time
Fast implementation in phases
Win some innovation awards ☺