How can you manage
successful events using
Microsoft Dynamics CRM?
Silverbear, one of the leading
providers of membership ...
Q. Whilst Dynamics CRM-based
solutions essentially adapt a
sales-centric approach, does
your offering carry the depth
and ...
Q. Membership management is
heavily dependent on the
accuracy and visibility of key
contact information, and the
fluency a...
Q. A dedicated, tightly
integrated and accessible
finance system often features
highly on a membership
manager’s CRM wish ...
Q. How much scope is there,
firstly for end-user configuration,
particularly in managing forms,
fields and tables, and sec...
Q. Membership event planners
must consolidate several items of
intricately related
information, including
contacts, venues...
Q. Almost all member interactions
are conducted via the web.
Registering members, updating
details, online transactions an...
Q. Online joining can be an
elaborate procedure. With a
focus on reducing membership
administration, does your system
offe...
Q. Many membership organisations
are looking for a solution which will
either provide, or integrate with, a
document manag...
Q. In managing membership
applications, accreditations and
other tightly regulated processes,
many of our clients employ a...
For more information:
Tel: 0344 567 8790
Email: info@hartsquare.co.uk
www.hartsquare.co.uk
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Vendor Q&A with Silverbear on MS Dynamics

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Managing successful events using Microsoft Dynamics CRM can be a challenge. Silverbear provides some tips on how best to do it.

If you have any questions or we can be of any further assistance please contact us using the details shown below:

Tel: 0344 567 8790
Email: info@hartsquare.co.uk
Web: www.hartsquare.co.uk

Published in: Technology, Business
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Vendor Q&A with Silverbear on MS Dynamics

  1. 1. How can you manage successful events using Microsoft Dynamics CRM? Silverbear, one of the leading providers of membership management solutions, has some answers. Tel: 0344 567 8790 Email: info@hartsquare.co.uk www.hartsquare.co.uk Vendor Q&A - Silverbear
  2. 2. Q. Whilst Dynamics CRM-based solutions essentially adapt a sales-centric approach, does your offering carry the depth and functionality that more mature, bespoke membership products incorporate? A. We have then taken our experience and knowledge and customised and extended Microsoft Dynamics CRM to offer the features and functionality that a complete end-to-end membership management solution should have. This includes tracking membership renewals, new subscriptions, donations, membership purchases, event bookings, and all the financial transactions that a busy membership organisation has to deal with. www.hartsquare.co.uk
  3. 3. Q. Membership management is heavily dependent on the accuracy and visibility of key contact information, and the fluency and automation of recurring processes including renewals and mailings. How does your system streamline this activity? A. One of the key strengths of the underlying Microsoft Dynamics CRM product is its workflow management capabilities, which have been harnessed in the Silverbear Membership Management solution for on- screen validation of key data (such as addresses, phone numbers, email addresses, etc.) and for the automation of common membership management functions, such as the handling of renewals and recurring payments by direct debit and/or credit cards. www.hartsquare.co.uk
  4. 4. Q. A dedicated, tightly integrated and accessible finance system often features highly on a membership manager’s CRM wish list. Can users effortlessly track, record and report transactions on subscriptions, products, events and donations? A. Absolutely. All financial transactions can be handled directly from within the Silverbear Membership Management solution, with invoices being created for subscriptions, products, events, donations and other kinds of purchases. At the same time, the solution manages all incoming payments – including automated direct debit and credit card payment handling – and offers the membership manager the ability to stay on top of financial activity at all times. www.hartsquare.co.uk
  5. 5. Q. How much scope is there, firstly for end-user configuration, particularly in managing forms, fields and tables, and secondly, in customisation and introducing ad-hoc functionality, work chiefly conducted by the implementation partner? A. A technology-enabled membership organisation or implementation partner can really go to town on extending the core solution and can integrate it with many complimentary technologies, such as optical character readers for documenting scanning, telephony systems, and virtually any other complimentary solutions. To date, we haven’t found a problem that Microsoft Dynamics CRM can’t address via configuration and customisation. www.hartsquare.co.uk
  6. 6. Q. Membership event planners must consolidate several items of intricately related information, including contacts, venues, fees, schedules and resources, before relaying all this to the relevant parties. Could you outline how a typical event might be managed in your system? A. Silverbear has designed, developed and sells a dedicated event and delegate management product called evocos (www.evocos.com). This leading-edge event and delegate management solution is used by organisations of all shapes and sizes to manage events of all shapes and sizes, from individual meetings, workshops and training events, through to multi-day, multi- session conferences. Providing resource, venue, speaker, invitation, follow-up and payment management, evocos is ideal for running membership centric events. www.hartsquare.co.uk
  7. 7. Q. Almost all member interactions are conducted via the web. Registering members, updating details, online transactions and administering events and activities are typical requirements. How is your solution tuned to communicating with an online audience and accommodating bespoke web development? A. The ‘out of the box’ Silverbear Membership Management Services offering includes a powerful membership web portal that provides seamless integration to the core Dynamics CRM Membership Management application. This portal offers comprehensive content management together with complete membership management features – such as profile and subscription – and also offers additional value added capabilities, such as the provision of forums, blogs, galleries, member directories and a complete e-commerce capability. www.hartsquare.co.uk
  8. 8. Q. Online joining can be an elaborate procedure. With a focus on reducing membership administration, does your system offer the flexibility to manage details online and alert, validate and report where necessary? A. Absolutely. The online subscription and application process can be as simple or as complex and comprehensive as a particular organisation or membership grade requires. Due to the integrated nature of the online experience and the core Membership Management application, it is possible to use powerful automated workflows to drive all stages of a membership application process and to ensure that the right people engage with the joining process at the right time and do the right things in a timely fashion. www.hartsquare.co.uk
  9. 9. Q. Many membership organisations are looking for a solution which will either provide, or integrate with, a document management system, allowing them to keep a full, consistent record of their engagement with members and the information they produce/ provide for them. How would your membership solution help address this challenge? A. The Silverbear Membership Management Solution, based as it is on Dynamics CRM 2011, has built-in document management using a version of Microsoft SharePoint. This capability allows documents to be captured, processed (via powerful workflow capabilities, for application approvals, etc.) and stored alongside member records at all levels. Document management is actually a particularly powerful aspect of the Silverbear Membership Management solution for this very reason. www.hartsquare.co.uk
  10. 10. Q. In managing membership applications, accreditations and other tightly regulated processes, many of our clients employ a Case Management system to provide a clear and auditable framework of documents and protocols. Does your solution include any features and functionality which would deliver this requirement? A. Absolutely, the Silverbear Membership Management Solution offers complete, flexible and configurable case management capabilities to support all of the membership management processes – applications, accreditations, renewals etc. – that a membership organisation requires. These capabilities are primarily driven by the incredibly powerful built-in workflow capabilities of the base Microsoft Dynamics CRM 2011 solution that allow us, and membership organisations, to model any business processes via workflow. www.hartsquare.co.uk
  11. 11. For more information: Tel: 0344 567 8790 Email: info@hartsquare.co.uk www.hartsquare.co.uk

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