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Vantage for Membership organisations
For Membership organisations, Vantage offers “out of box” business functionality supporting the CRM needs of membership-based organisations.
This functionality includes extension of contact/organisation functionality to include membership details and classification, tiering, segmentation and membership profiling. Membership organisation relationships and groups, multiple owners (e.g., from divisions of the membership organisation), “red flag” and other features allow the most complex membership requirements for contact management to be supported. Views into third party systems and near-real time integration options provide the ability to quickly aggregate and view a range of information.
Vantage provides specific functionality for membership sales and management processes. This includes processes driven from face-to-face, phone, e-mail and postal communication. Vantage provides a sales management process tailored to include support for specific membership organisation requirements such as subscriptions. Typical marketing requirements, including campaign management, e-mail and postal distribution and marketing functionality is available as standard.
The system includes support for annual review processes, full auditing capabilities and highly developed client marketing and DPA functionality.
Vantage comes with a powerful events management system including a web portal for client access. The system is used to support the full range of events from small meetings to large seminars and conferences.
Underpinning Vantage is a comprehensive extension of “infrastructure” capabilities to provide a basis for rapid integration to regulatory systems, “out of box” support for document management integration (including Sharepoint integration as standard), per-user and per-department tailoring of the user-interface presentation and powerful dynamic data presentation capabilities to ensure users are only shown information they are authorised to see and that is relevant to them.
Vantage has been developed to use either Microsoft Dynamics or Salesforce.com platforms. These provide highly reliable and functionally rich foundations. We offer Vantage in both hosted (on-demand) or on-premise deployments. Allied to our methodology for the rapid delivery of specific additional configuration, data migration, deployment and training, it delivers a highly cost effective customer management solution, specifically tailored to your market.

Key features

  • Membership contact management

  • Specific membership-related sales processes

  • Membership categories and product sets

  • Marketing features supporting press and public affairs needs

  • Annual reviews

  • DPA compliance

  • Auditing

  • Events management

  • Web portal functionality

  • Third party system views

  • Infrastructure enhancements

  • Enhancements