#1 Summary of Membri 365, CRM solution for membership management
#crm #managementsoftware #eventmanagement #association #chamberofcommerce
In this capsule, 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.
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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
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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
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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.
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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.
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0:00:00 OUR MICROSOFT MEMBERSHIP SOLUTION - Video #1
0:00:04 We present you 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
0:00:30 Imagine an association between 100 and 10 000 members whose doing a lot of tasks to manage their membership
0:00:40 Membri 365 is a cloud software whose access by internet connection
0:00:50 In the dashboard section, you will find all the different reports that you need to organise your association.
0:01:00 In the contact section, find your member file (company or individual), everything you need to manage signups and renewal
0:01:15 Manage your activities and training in event section
0:01:25 In billing section you can create or view your invoices and can transfer automatically in your accounting system
0:01:39 In the sale section, you can bring together all the sales process (opportunities, new members, signups, sponsorship, products, etc.)
0:01:52 In the communication section, you can track all activies and interaction between you and your members (email, tasks and meeting)
