Trade associations face unique challenges that set them apart from other membership and non-profit organisations. These include balancing members’ competing needs while promoting the industry’s goals.
Digital transformation allows trade associations to quickly adapt and improve efficiency, helping them overcome common operational challenges.
Dynamics 365 and Microsoft business applications are at the forefront of driving innovation. Here at ServerSys, we help trade associations like yours use these tools to achieve their objectives.
This article provides examples of how we work with organisations to simplify the complex, ensuring teams are equipped to adapt and thrive.
Upgrading to Cloud-Based Efficiency
If you are experiencing the twin struggle of organising information and the limitations of outdated software, you’ll find a flexible and future-proof solution in Dynamics 365.
Dynamics combines data from multiple sources, enabling the transition from spreadsheets and legacy applications to a central database.
It works smoothly with the tools you already use, including Outlook and Microsoft Teams. This minimises the time spent switching between interfaces and improves collaboration and communication. Enabling strategic data use helps everyone turn insights into action without the steep learning curve often associated with new technology.
Tackling Diverse Needs
Dynamics 365 offers the flexibility of tailored membership management for your diverse members.
You can adeptly manage various membership types and pricing bands, accommodating multiple tiers that may be aligned with factors such as member turnover. As a result, you can minimise administration, billing membership prices accurately and seamlessly activating benefits.
Alongside these capabilities, we configure Dynamics 365 solutions to streamline membership renewals. These include automated processes to identify memberships nearing expiry and accurately generate renewal invoices, simplifying complex, time-intensive tasks.
Member Engagement and Communication
Enhancing member engagement and impactful communications are at the heart of a vibrant trade community. Dynamics can play a key role in helping you accomplish these objectives by integrating case management with websites where members can find information, request help, and update their details.
Case management features support help teams by ensuring that each member’s question is addressed and resolved promptly, which is crucial for maintaining trust.
We specialise in creating self-service web portals by creating websites that empower members, boost engagement and reduce workloads. For example, we design websites to handle member applications, manage onboarding steps and grant applications with each interaction captured in Dynamics.
Simplifying Event Management
From managing industry conferences to courses, Dynamics can adapt to your event management by coordinating speakers, delegates, sponsors, and exhibitors in one place.
This includes tracking registrations, attendee types, and engagement activities, transforming logistical challenges into opportunities for participation and interaction.
Trade associations can use Dynamics to secure event sponsors and exhibitors, accurately tracking each income stream and cost. To make informed decisions, you can get a clear view of your bookings, enquiries and other data through built-in dashboards.
Using Power Automate, we can automate event updates and messages, which means less manual work for you and more timely information for your members.
Connected Financial Processes
Dynamics 365 simplifies financial workflows by working with ERP systems like Business Central.
This can transform the management of your subscription invoicing and event financials into smoother processes. By integrating CRM capabilities with ERP functionality, trade associations gain a real-time view that increases financial oversight.
For instance, this integration can help streamline processes, such as managing revenues from memberships, event sponsorships and exhibitor fees. It could help you manage transactions more easily, saving time and reducing mistakes.
Partner with ServerSys for Streamlined Digital Solutions
Dynamics 365 and the Microsoft Platform are transformative solutions for associations looking for practical, efficient ways to modernise their operations. These technologies simplify tasks, from membership management to financial operations, and scale easily.
Partnering with ServerSys means working with a experienced team committed to accelerating digital transformation. We focus on designing personalised, practical solutions that help organisations meet their members’ needs. Let’s explore how Dynamics 365 can help your organisation focus on growth and supporting its members. Contact us today to arrange an initial consultation.
