CRM for Members is a full-featured association management solution delivered completely within Microsoft Dynamics CRM (Customer Relationship Management), featuring consistent navigation, functionality, and an identical user interface.  Users obtain critical association management functionality including membership management, automated dues billing, chapter management, subscription management, meeting and event management, product sales and inventory, list and committee management, speaker and facility management, program and donor development (fundraising), exhibit sales and contracts, advertising sales and contracts, professional development and certification, dues deferral, and built-in integration with financial management (accounts receivable) through Microsoft Dynamics GP or SL (integration also available for any financial application). Member-centric activities occur and are recorded within each member’s record in Microsoft Dynamics CRM, ensuring organization-wide access to critical member history and information, and empowering associations’ staff members to deliver optimized member service. Protech CRM for Members is part of a complete line of Protech Business Solutions that also includes Web Portal for Members and SharePoint for Members - giving associations an enterprise-wide solution that spans from online member self-service and community-building to back-end membership management and financial processing. CRM for Members empowers your association to: 

• Focus on building strong member relationships. Gain a 360-degree view that spans detailed histories and profiles, all interactions, and insights into constituent needs. Equipped with end-to-end visibility, staff can focus on attracting new members; build and maintain personalized relationships; and deliver targeted, relevant communications when and how members want them.
• Deliver fast access to current, centralized information. Your entire constituent base is maintained in a single database, with system-wide updates to reduce data re-entry.  Role-based search, queries, dashboards and reporting tools built on Microsoft SQL Server Reporting Services let people quickly analyze and share the right information—without IT assistance.
• Improve staff efficiency. Save time by automating routine business rules and communications with workflows. Streamline processes for membership administration, events, product sales, advertising, subscriptions, fundraising, and more.
• Improve your bottom line with integrated financial management. Membership financial information flows seamlessly across your entire system to connect your front and back office. Built-in financial reporting delivers both the details and the big picture you need to monitor and improve membership transactions and overall organizational performance.
• Invest once in leading technologies and reap long-term business benefits. Reduce ownership costs and risks with a solution built on proven technologies, rich partner and vendor support, and flexible deployment and customization options.