What is involved in setting up CRM for Membership Organisations?
   

What is involved in setting up CRM for Membership Organisations?

10/08/2017

CRM for Membership Organisations:

Do you run a membership organisation?
Do you need a way of keeping track of your members and managing your memberships?

Decisions provide CRM for membership organisations to help you accomplish just that.

We provide a service all the way through from business analysis to training and supporting your team long after CRM for membership organisations system has been fully installed.

You may be interested in learning about the process of setting up your CRM for membership organisations solution, below we have highlighted some of the stages of the procedures.

Our service starts at the business analysis stage where we identify your organisation’s workflow process and business requirements so that we can tailor our services to meet your unique organisation’s needs.

We create project plans through working alongside your staff and management team to agree together on realistic strategies and plans for putting the CRM for membership organisations system into place. We ensure that these projects stay focused and on track to achieving the milestones we have set out using our proven project management methodology.

As part of our service we carry out ongoing risk management by identifying and resolving any issues that may occur with practical solutions and we help your staff adapt to the changes and new ways of working and handling memberships in a professional manner.

A vital step within the process is the cleansing of data and data migration, which is dealt with as a high priority. We conduct testing throughout the project to make sure that everything works correctly at each stage.

We provide training sessions for all staff both onsite and offsite to make sure that your staff get the most out of your investments and can progress along with the new system. We also provide documentation to assist with the training so that staff can have information to refer to when getting used to the CRM system.

We also provide ongoing and continued support after the system has been successfully put into place within your organisation. This support includes helping you with technical and data issues and also hands-on issues, helping you get the most out of your system.

If you would like to find out more about CRM for membership organisations from Decisions or about the support and training we provide throughout and after the installation of the CRM system, contact us today. Call Decisions on: 020 8441 9800 or email us at: info@decisions.co.uk.

CONTACT US
If you would like to discover more about what Decisions UK can do for you please complete the contact form.

To contact a CRM Solutions Consultant:
Call: 020 8441 9800
Email: info@decisions.co.uk

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Hatherley House
15-17 Wood Street
High Barnet
Hertfordshire
EN5 4AT

Phone: 020 8441 9800
Email: info@decisions.co.uk
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