UpBeat with Microsoft Dynamics CRM for Professional Associations
Professional Associations need the right tools to help them automate and optimse the myriad of functions they perform and manage the many relationships they maintain with their members.
At Professional Advantage we understand the key areas of importance to Professional Associations such as the accreditation of qualified professionals operating within their industry and keeping members well informed of technological and legislative changes to industry procedures.
UpBeat by Professional Advantage with Microsoft Dynamics CRM can help Professional Associations better communicate with their members and in turn provide them with the level of services they expect.
Key UpBeat Features for Professional Associations
Member Grading
If you have different levels of memberships based on member qualifications, e.g. associate members – such as students with limited access to benefits, vs full members, UpBeat’s Member Grading can assist with the classification of your members. After the grade is assigned to a member, the sale of events and additional membership products can be based on the Member Grade. This is particularly useful to prevent the wrong products being sold to ineligible members.
CPD Points (Continual Professional Development Points)
If you run courses and events for professional development and assign your members with CPD Points UpBeat can automatically calculate and assign points based on attendance of an event or awarded to those who attend sessions as part of a larger event. Points awarded by 3rd parties can also be created against a member.
Conferences and Events
If conferences and events are a key service provided to your members, whether they are big annual events or regular online sessions such as webinars, UpBeat can give you the support you need to plan, execute or report on these events. Some of the key features relating to events include:
- Parent and Child Events
Setup conferences where there are multiple sessions. Each child session will have the same full functionality as the parent. Child events can be set as optional or required.
- Event Cloning
Event cloning will allow for easy creation of like events. Users can setup templates to facilitate express setup of Events. - Speakers and Facilitators
Speaker and Facilitator profiles can be setup against contacts. Theses profiles can then be assigned to events based on availability, qualification and feedback ratings.
Flexible, Comprehensive Finance
Membership fees and subscriptions, events and sponsorships are all an integral component of the Professional Associations income. A system that doesn’t talk to an organisation’s financial software makes no business sense. UpBeat contains all the functionality necessary to manage membership related finance activities including invoicing and payments. It also automates many every day processes, reducing administrative overheads and time demands on staff.
The underlying rules engine also allows each organisation to stipulate their own business requirements and to define payment methods and terms – such as monthly payment plans for members or phased invoicing for sponsors.
