CRM

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

 

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  • Customer/Contact segmentation

    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
    • Roles
    • Special interest groups
    • Tagging members to different groups and status
    • Tagging members to access different content/documents
  • Customer engagements

    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)

Why CloudCentre?

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.
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