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Membership management software videos

Explore these videos about our membership management software, Membri 365. and discover its many clever features.

Tips and tricks to make your life easier! Enjoy!

#5 Set up event registration | Event Module | Membri 365 CRM
01:41

#5 Set up event registration | Event Module | Membri 365 CRM

#crm #url #managementsoftware #membri365 #registrationprocess #eventmanagement Set up event registration and publicize your event with Membri 365! Thanks to a url link that can be used on any social media platform or website, your attendees will be able to register online, choose the activities you offer them as part of your event, choose options such as promotional codes or a particular table and finally make the payment, all in a few seconds! ____________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 CRM Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00.000 #5 Event registration, Membri 365 0:00:18.017 Set up event registration 0:00:25.017 Register for an event via your CRM with URL link 0:00:37.017 Allows participants to authenticate themselves 0:00:44.017 Select activity and apply service fees 0:00:55.017 Information confirmation 0:01:00.017 Review registration info 0:01:12.017 Payment 0:01:37.017 Contact us
#4 Set up ticket sales | Event module | Membri 365 CRM
01:34

#4 Set up ticket sales | Event module | Membri 365 CRM

#crmsolutions #ticketsales #ticketing #membri365 #automatedsystem Set up tickets sales via Membri 365 CRM! Thanks to Membri 365! Several options are available to configure the online publication of your event in the ticket office. This mode allows you to answer questions related to the activities when registering that meets the criteria for assigning participants. ____________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 CRM Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00.000 Set up ticket sales 0:00:28.028 Configuring ticket sales in CRM 0:00:36.027 Ticketing tab 0:00:45.025 Automated URL address 0:01:06.021 Determine participants' e-mail address. On sale option 0:01:30.016 Contact us
#3 Easy ticket configuration | Event Module | Membri 365 CRM
01:44

#3 Easy ticket configuration | Event Module | Membri 365 CRM

#crm #microsoft365 #dynamicscrm #memberships #membri365 #chamberofcommerce Easy ticket configuration via the Membri 365 ticketing system. In Membri 365, it is possible to organize activities such as a networking lunch and a golf tournament for the same event. Follow the simple steps demonstrated in this video to help you understand how easy it is. ____________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 CRM Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:10.032 Easy ticket configuration 0:00:25.029 Configure your tickets types 0:00:31.027 Configure general information 0:01:16.018 Configure exclusive discount and validity period of your event 0:01:31.015 Maximise your sales with tiered pricing 0:01:40.013 Contact us
#2 Create an activity in an event | Event Module | Membri 365 CRM
01:34

#2 Create an activity in an event | Event Module | Membri 365 CRM

#eventmanagement #msdyncrm #event #tablesettings #activity Membri 365 makes it easy to create an activity in an event. See how with the Membri 365 event module. Create a complexe event is not always easy. From the configuration of your tickets to the integration of specific questions related to your event to the configuration of your activities, all types of tickets can be integrated into your event. ____________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 CRM Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:08.032 Sales settings, Event management module 0:00:17.030 Synchronisation work between CRM and online event 0:00:21.996 Manage your event easily 0:00:25.995 Configure you event tickets 0:00:30.994 Create an activity in an event 0:00:40.992 Tables configuring 0:01:22.984 Set up activities specific-questions 0:01:32.982 Contact us
#1 Creating an associative event | Event Module | Membri 365 CRM
01:35

#1 Creating an associative event | Event Module | Membri 365 CRM

#eventmanagement #msdyncrm #managementsoftware #membership #associative Creating an associative event has never been easier. Create a complexe event is not always easy. The features related to the event module in Membri 365 will allow you great flexibility to organize simple and impactful events. In this first video, familiarize yourself with the module and determine, for example, the main fields of the event such as the date, location and email configuration for the participants. ____________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 CRM Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:10.000 Creating an associative event 0:00:18.000 Synchronisation between your CRM and online event 0:00:26.000 Manage event easily 0:00:34.000 Create event 0:00:44.000 Event information 0:00:57.000 Event location 0:01:10.000 Reminder e-mail 0:01:18.000 Registration confirmation e-mail 0:01:22.000 Save your event 0:01:32.000 Contact us
#5 Abandoned cart tracking in Membri 365 CRM
03:01

#5 Abandoned cart tracking in Membri 365 CRM

#salesoptimization #transaction #ticketsales #purchase #abandoned #basket In this capsule, we take a look at a little-known Membri feature: abandoned basket tracking. An abandoned shopping cart occurs when a person starts their registration on the ticketing service and decides not to make the payment. The person has shown an interest in making the purchase, but has not completed the transaction. You can identify these transactions and the individuals involved. Let's take a look at how to proceed. The person doing his purchase (member of non-member) and confirms his partipation but at the last step he decide to leave the ticketing service. So how do I find this information in the CRM? You end up with a series of dashboards. There are all kinds of dashboards for managing memberships, synchronizing with the accounting system, managing grace periods and renewals. But one in particular is events and registrations. Then, at the bottom right of this dashboard, you'll find all our incomplete ticketing registrations, so if you look in this section, you'll see the person wanted to register for our activity but didn't complete his transaction. So we can call him because we have his phone number and e-mail address, and we can contact him to find out why he didn't complete his transaction. You can even add a little note and see what happens with this customer. So you can keep track of the various abandoned baskets. The customer can then go back to their basket and redeem it. There's another possibility. You can also get to the system level and decide to bill it. And instead of charging it directly online because the person doesn't have a credit card or doesn't want to pay online, we can bill it. So, if I invoice him, the system will automate the sending of an invoice, and with this invoice he'll be able to pay online or other way, just like any other invoice. This completes his registration. This is where the transaction is completed. ___________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00 ABANDONED CART TRACKING - Video #5 0:00:04 ASSIGNING TASKS TO COLLEAGUES - Video #4 0:00:07 MICROSOFT 365 MEMBERSHIP SOLUTION 0:00:10 We present you Membri 365 our CRM solution for member management. Features of the product and tips and tricks to simplify your daily operation 0:00:16 #5 Abandoned cart tracking in Membri 365, CRM for association 0:00:18 An abandoned cart tracking happening when a person start to registrer an activity but doesn't complete his transaction and decide not to make a payment 0:00:31 You can identify this transaction and decide to help this person to complete it 0:00:43 In Membri 365 we have a list of event 0:00:56 When the customer buy a ticket in ticketing plateform let us show you how he can do the transaction 0:01:46 At the step, we supposed he will completed the transaction with the information of credit card, etc. but he abandoned the transaction 0:02:00 In Membri 365, you have a dashboard, you'll find all our incomplete ticketing registrations 0:02:16 So we can call him because we have his contact information to help him to complete the transaction 0:02:28 The customer can go back to their basket and redeem it. 0:02:36 Membri 365 can also bill him if the person doesn't have a credit card or doesn't pay online. 0:02:56 To contact us info@vendere.ca
#4 Assigning tasks to colleagues in Membri 365 CRM
02:35

#4 Assigning tasks to colleagues in Membri 365 CRM

#managementsoftware #task #team #member In this capsule we'll look at how to use Membri to manage tasks in a team. We'll show you an example in which we called a member to participate at our next event. They were interested, but asked us to call them back in 2 weeks to confirm. So in the member file, I can add a task in the chronology section to call back in 2 weeks. However, I realize that I'll be on vacation in 2 weeks. So I want to reassign this task to my colleague to make sure he calls them in 2 weeks. I have a few options. First, I can select my activities section, view all my activities to see if I have any other activities in 2 weeks that I need to move. In this case, I only have one task. I'll choose my task and assign it - because it won't be assigned to me, but to another member/user of the system. I'll do a search for my colleague and the task will automatically be assigned to Mathieu. The task has disappeared from my own task list, but it's going to end up in my colleague task list. If I go back to the member folder, I realize that the task is still there, but if I look in the task and open the record to see the task, I realize that the owner of the task - the person who has to do the task - is now my colleague. This is how you can assign one or more tasks. You also can reassign this task to myself. ___________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00 ASSIGNING TASKS TO COLLEAGUES - Video #4 0:00:10 MICROSOFT 365 MEMBERSHIP SOLUTION 0:00:14 We present you Membri 365 our CRM solution for member management. Features of the product and tips and tricks to simplify your daily operation 0:00:24 #4 Assigning tasks to colleague in Membri 365, CRM for association 0:00:26 We'll show you an example with our member to participate our next event. They were interested, but asked us to call them back in 2 weeks to confirm. 0:00:32 In this member file, I can add a task in the chronology section to call back in 2 weeks 0:00:50 I realize that I'll be on vacation in 2 weeks. So I can to reassign this task to my colleague to make sure to have a follow-up with this member. 0:01:00 I'll do a search for my colleague and the task will automatically be assigned to Mathieu. By the way, the task has disappeared from my task list, but it will now be in my colleague task list. 0:02:00 I can reassign this task to myself. And if I go to the list of activities, I realize that this activity is now back on my list. 0:02:26 For more details, contact us : info@vendere.ca
#3 Planning tasks and activities in Membri 365 CRM
02:28

#3 Planning tasks and activities in Membri 365 CRM

#task #activies #timeline #reminder #followup In this capsule, we will see how to use Membri 365 to plan tasks and activities. It often happens that we have to do follow-up tasks after a call with a member. We need to send him some information or we need to call him back in a week. Let's see how Membri 365 allows you to manage these activities in the member's file. By exemple, we called a member to find out their interest in participating in our next activity. People are very interested but ask us to call them back in 2 weeks to confirm everything. So we want to add a reminder task. We will access the member file and on the right we have the timeline section. In the timeline section we have all the activities done and to do with this member. If I press "more", the system allows me to add a phone call summary, an e-mail, an appointment, a task or a note. In my case, I will choose a task and I will add a description to confirm and I will put a deadline in 2 weeks. I could even put myself a priority. So this task is now found here in the timeline section of member's file. In addition, all of my tasks will be found in the activities section, communication subsection, activity subsection. And when I select it, I end up with all of my tasks that I have to do. So these are all ways to be able to manage my activities. ___________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00 PLANNING TASKS AND ACTIVITIES - Video #3 0:00:20 MICROSOFT 365 MEMBERSHIP SOLUTION 0:00:22 We present you Membri 365 our CRM solution for member management. Features of the product and tips and tricks to simplify your daily operation 0:00:24 #2 Relevance Search in Membri 365, CRM for association 0:00:26 How to use Membri 365 to plan tasks and activities and doing follow-up tasks after a call with a member 0:00:38 How Membri 365 allows you to manage these activities in the member's file 0:00:40 People could be interested for our activitie but ask us to call them back in 2 weeks to confirm everything. 0:01:07 In the timeline section we have all the activities done and to do with this member. If I press "more", the system allows me to add a phone call summary, an e-mail, an appointment, a task or a note. 0:01:24 I can put a reminder later, and I could even put myself a priority and I record everything. So this task is now found here in the timeline section 0:01:46 I will be found in the activities section, communication subsection, activity subsection 0:02:00 I can filter it according to the deadline and even filter them according to the type of activity. These are all ways to be able to manage my activities. 0:02:22 To contact us: info@vendere.ca
#1 Summary of Membri 365, CRM solution for membership management
02:11

#1 Summary of Membri 365, CRM solution for membership management

#crm #managementsoftware #eventmanagement #association #chamberofcommerce In this capsule, Summary of Membri 365, we'll take a quick tour of the Membri application. Imagine an association with between 100 and 10,000 members. It needs to carry out a whole range of day-to-day administrative operations to manage its membership. Membri is a cloud-based application accessible wherever there's an Internet connection. Membri's main functionalities include dashboards. In these various dashboards, you'll find the reports you need for day-to-day management in your organization. In the Accounts and Contacts section, you'll find the member file - whether corporate or individual - as well as all the functions for managing memberships and renewals. In the Events section, you'll be able to post and sell all your activities and training courses available to members and non-members alike, either directly on your website or in conjunction with your ticketing service. We have a section called Solicitations and Mandates, which brings together all the sales processes you can carry out within your company to solicit new members or to obtain new sponsorships, whether for an event or corporate sponsorship, or simply to sell the various products and services your association offers. The invoicing section allows you to view the various invoices that have been automatically created by the system, whether these are invoices or credits, and to see the link they have with your accounting system, whether Sage 50, Acomba or Quickbook. In the communication section, we'll have all the interrelations we have with the member, whether it's e-mails exchanged, tasks carried out or to be carried out for this member and the various meetings. ____________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00 OUR MICROSOFT 365 MEMBERSHIP SOLUTION 0:00:04 Membri 365 our CRM solution for member management 0:00:10 Features of the product and tips and tricks to simplify your daily operation 0:00:22 Summary of Membri 365 0:00:30 For all types and sizes of associations 0:00:40 A cloud software whose access by internet connection 0:00:50 Dashboards, management reports, charts, and lists 0:01:00 Member file company or individual 0:01:25 Invoices can transfer automatically in your accounting system 0:01:39 Bring together all the sales process 0:01:52 Track all activities and interaction between you and your members
#2 Relevance search in Membri 365 CRM
02:11

#2 Relevance search in Membri 365 CRM

#relevance #search #keywordresearch #data In this video, we'll take a look at a little-known Membri option: search by relevance. Sometimes we want to search through all the data available in the CRM to find the information we're looking for on a member. Let's take a look at how we can use the relevance search option to find all the data in a member file. If you know how to search in Google, you know how to use the relevance search in Membri. The global search field is at the very top of the screen. All you need to do is enter your search keyword. This will return all the data retrieved. These are grouped by section. If you know in which entity your information is found, you can filter directly on this entity. Finally, you can also use operators to refine your search. For example, if you put a + between two words, it will return data containing both words. This option is not necessarily installed by default. ___________________________________ LINKS & RESOURCES 👉 More than 30 new Membri 365 features requested by our customers a year: https://www.vendere.ca/association-management 👉 Learn more on the Membri 365 blog: https://www.vendere.ca/vendere-blog 👉 Read our White Paper on CRM: https://www.vendere.ca/what-is-a-crm 👉 See a free demo: https://www.vendere.ca/free-demo-membri365 👉 What the Membri 365 CRM ecosystem can do for you? https://youtu.be/MSMjppxQNiw ____________________________________ CONNECT WITH US ON SOCIAL MEDIA LinkedIn: https://www.linkedin.com/company/groupe-vendere/ YouTube: https://www.youtube.com/@UCTCc-0wxKUVJI765Fw92-0A Facebook: https://www.facebook.com/GroupeVendere ____________________________________ ABOUT MEMBRI 365 Save time and money and grow your association faster by focusing on your development and leaving the day-to-day tasks to Membri 365. Our management tools and features include automated payment processing and event registration, among others. So, our membership management software will let you focus on improving member experience and engagement. ____________________________________ ABOUT VENDERE GROUP A software engineering firm, a Microsoft 365 partner, committed to the success of its partners. A team of technology experts developing and proposing creative solutions adapted to the needs of our different clienteles. At Vendere, you'll find the expertise, the listening skills, and the solutions to meet your every challenge. ____________________________________ 0:00:00 OUR MICROSOFT 365 MEMBERSHIP SOLUTION - Video #2 0:00:04 We present you Membri 365 our CRM solution for member management 0:00:08 Features of the product and tips and tricks to simplify your daily operation 0:00:15 #2 Relevance Search in Membri 365, CRM for association 0:00:20 Sometimes we want to search through all the data available in the CRM to find the information we're looking for on a member. 0:00:28 If you know how to search in Google, you know how to use the relevance search in Membri. 0:00:30 The global search field is at the top of the screen and enter your search keyword. This will return all the data retrieved. These are grouped by section. 0:00:50 Note the tabs at the top of the screen. If you know in which entity your information is found, you can filter directly on this entity. 0:01:20 You can also use operators to refine your search. For example, if you put a + between two words, it will return data containing both words. 0:01:40 This option is not necessarily installed by default. 0:02:02 If you would like to have access to this function, please contact our service department by e-mail at support@vendere.ca. We'll be happy to activate it in your environment.
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