Connect and engage with your members
Build a comprehensive view of all your members. Personalise every interaction and tailor your messages to individual member needs and interests or segment groups of members.
- Track all your customer information and interactions in one place, anywhere.
- Get a complete view of your members and customise lookups for intelligent searching.
- Keep track of all your interactions you have with your members, across all channels.
- Record sales and service history so you have the information you need to provide exceptional service and support
- Report on all member engagements
Capture all the relevant information you would need from your members in order to segment or tag the data to be able to personalise your service to them
- Company information
- Capture personal information
- Communication subscriptions (mailing lists)
- Topics of interests
- Industry information
- Special interest groups
- Tagging members to different groups and status
- Tagging members to access different content/documents
Record all the interactions you have with your members and non-members, Meetings, interviews, emails, phone calls, events, courses, products and services.
- Utilise the interactions and task management tools
- Automatically record all your member's engagements on your website
- Automatically record all your email communications
- Automate all your operational processes
- Assign a BDM or account manager to your member and record the meetings
Website and CloudCentre Integration
Help your members and non-members to help themselves. Empower them to engage with you using the online self-service facilities on your website easily 24/7
- Prospects could join online
- Update their own details online
- Renew their membership online
- Join special interest groups and committees online
- Manage communication subscriptions online
- View, print and pay all their invoices online
- Register to events & courses online
- Select and register a conference package online
- Purchase products & services online
- View, print and enter CPD records online
- View , print and enter accreditation records online
- Search through the member directory online
- Search through the document directory online
- Publish Careers / Classifieds / eNews / blogs online
- Integrate to different Learning Management Systems (LMS)
With extensive experience in providing solutions to a wide variety of membership-based organisations, we have learnt a great deal about the challenges faced by the industry and how they have used our software to improve service delivery and internal efficiencies. As a result, we are able to offer our customers innovative solutions that meet their entire operating requirements.
Industry knowledge and experience
- Coresoft understands the industry and is able to provide best practice, process-driven solutions which increases efficiency in your work processes.
- Our unique approach to software design enables our solutions to be deployed rapidly giving you measurable and immediate return on investment.
- We ‘speak your language’ resulting in fast installation and implementation.
Tried and Proven
- We have implemented Coresoft within many membership organisations, ranging in size from two users to 250 users.
- You gain immediately from the know-how of these organisations using the system.
Flexible and customisable
- Coresoft is an open system which allows other applications to be built on the same platform.
- Coresoft’s N-tier platform provides the ability to customise workflow requirements and integrate to external applications without affecting future upgrades.
No Software Hassles
- With cloud-based applications, there is no need to install software or make updates – lowering costs and reducing hassle for IT. Upgrades are automatic so you always have the latest version.
Support, maintenance and upgrades
- Coresoft provides complete and up-to-date user documentation.
- We provide reliable and fast turnaround support.
- Maintenance includes upgrades so the latest features are readily available to you.