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Live Webinar:
Webinar Audio:
You can dial the telephone numbers located on your webinar panel.
Or listen in using your hea...
Access to Member Information More Important Than Ever
• Easy Access to Member Behavior & Preferences
• Influences Event Ac...
Welcome & Introductions
Tom Miller – Net@Work
Frank Crowley – CPI Club Management
Technology Trends
CPI Club Management So...
Webinar Details
• Presentation is roughly 1 hour
• All phone lines are muted
• If anyone has any questions during this web...
Accounting
Club
Application
ProductivityTools
New Trend:
Best of Breed
Club Application
Accounting
Productivity Tools
$ $ ...
Revenue $605m
2,750 employees
Revenue $1,230m
7,765 employees
Revenue $229m
1,785 employees
Revenue $65m*
1,300 employees
...
Founded: 1996
Offices: US & Canada
Employees: 200
Clients: 6,000+
Top Technology Integrator in North America
CPI Club Management
Live Demo
Fully integratedwithallCPIand
Sagemodules
Userdefinedcolorcodedfoodand
beveragegroups
Enteritemsbycourseorseat.
Fireitemsb...
Createnewmenusections
atwill
Placeanyiteminany
location
Colorcodebuttonsforeasy
organization
Addmodifierstoanyitem
tocontr...
Viewroomstatusfroma
singlescreen
Tracktableusage
Tapanytabletoseedetails
Ticketcanbeclosedtoa
singlememberorsplitto
several
Individualcanbesplitoff
earlywhileotherguests
remain
Splitbyseat,byitem...
Completecontrolfroma
singlescreen
Overviewamonthata
time,thenzoomintoa
singledayandfoursome.
Userdefinetimeslots
Blockoutt...
Sage 100 Financial Management System
Overview
• Mature, well known middle market financial solution
that originated in the...
Personalized Interface
Add, remove,
hide and lock
fields as needed
Add tabs and
scripting to
automate daily
tasks
Even add...
General Ledger
Automated audit
trail with drill
down to
transaction details
User-defined 32-
character/10
segment chart of...
Accounts Payable
Multiple payment
methods including
ACH
Vendor statistics
and Aging
Unlimited History
Reduce data entry time and improve accuracy by utilizing features like
automated importing of cleared checks in Bank Recon...
Paperless Office
Invoices
Member Statements
Journal and Registers
Standard Reports
Print
Email/Fax
Save to PDF
Easy to use...
Business Insights Dashboard
Perform calculations
Drag and drop sorting and subtotaling
Create charts on the fly
Save perso...
Sage Intelligence Financial Reporting
• Excel Based - Limited only
by your Excel skill set
• Advanced Formula Excel
Add-In...
• CPI Club Accounting
• General Ledger
• Robust Financial Reporting
• Accounts Payable
• Bank Reconciliation
• Paperless O...
Start Time: 2:00pm EST
Please type in
your questions
Thank You For Attending!
Thank You!
For any questions or more information contact us:
Frank Crowley, President
Crowley Programming Inc.
Phone: 732-...
FullMemberprofileinasingle
screen:
FamilyMembership, pluseach
individualfamilymember
MultipleAddressesandmethods
ofcontact...
99 Yearsofmonthlyhistory
Chargesorganizedintoupto8
chargegroups
15 GL,5service,5 taxcodesper
department
Drilldowntofullchi...
Displayagingforeach
of8A/Rtypes,orAll
Completecontrolof
Monthly,Quarterly,
AnnualorSkewed
MinimumPeriods
Viewanyperiodonfi...
Unlimitedinterest
codesandgroup
memberships
ContactbyFamily
MemberorOverall
Membership
CompleteChoiceof
Address,Phoneor
e-...
Unlimitedinterestcodesand
groupmemberships
ContactbyFamilyMemberor
OverallMembership
CompleteChoiceofAddress,
Phoneore-Mai...
PrepareLists,Labelsor
Spreadsheetsasneeded
Create bulkemailblasts
Outputfilesforexport
Selectanysinglemonth,
orarangeofmonths,for
analysis
ChooseDepartmentsto
review
Checkboxestodisplay
moreorlessdetail
Sorton...
Technology Trends for Private Member Clubs: A Look at Modern Club Systems for Superior Member Service
Technology Trends for Private Member Clubs: A Look at Modern Club Systems for Superior Member Service
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Technology Trends for Private Member Clubs: A Look at Modern Club Systems for Superior Member Service

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See firsthand how today's Club Management Systems provide timely access to valuable member information - resulting in increased member satisfaction, improved operational efficiency, and an overall positive impact on profitability.

During this 60 minute session we will discuss technology trends for private member clubs and demonstrate what today's leading Modern Club Systems provide, including:

Quick & Easy Access to Member Information, Behavior and Preferences



Comprehensive Member Billing



Powerful Member Marketing Capability



Complete Operational Analytic Reporting: Financial - Social - Activity - by Member



Modern Financial Systems with Powerful Analytics Reporting

Published in: Software
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Technology Trends for Private Member Clubs: A Look at Modern Club Systems for Superior Member Service

  1. 1. Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers. Welcome!
  2. 2. Access to Member Information More Important Than Ever • Easy Access to Member Behavior & Preferences • Influences Event Activity Planning & Marketing • Positive Impact on Member Satisfaction & Profitability Modern Club System Overview • Comprehensive Member Billing • Easy Access to Complete Member Activity Tracking • Powerful Member Marketing Capability • Complete Operational Analytic Reporting - Financial –Social – Activity – by Member Modern Financial System Overview • Powerful Analytics Reporting • Stability of Provider
  3. 3. Welcome & Introductions Tom Miller – Net@Work Frank Crowley – CPI Club Management Technology Trends CPI Club Management Software Q & A
  4. 4. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
  5. 5. Accounting Club Application ProductivityTools New Trend: Best of Breed Club Application Accounting Productivity Tools $ $ $$ Old Approach: All in One Traditional Software Developer CPI Sage Net@Work Support Improvements Add-InApps Technology CPI Club Management Sage 100 Net@Work
  6. 6. Revenue $605m 2,750 employees Revenue $1,230m 7,765 employees Revenue $229m 1,785 employees Revenue $65m* 1,300 employees *for 2011 at time of acquisition 6 million + customers worldwide Sage worldwide Major player in the small business market, leader in Canada, and one of the leaders in key verticals Entered the Brazilian market in 2012 Market leader in all key countries Market leader in South Africa
  7. 7. Founded: 1996 Offices: US & Canada Employees: 200 Clients: 6,000+ Top Technology Integrator in North America
  8. 8. CPI Club Management Live Demo
  9. 9. Fully integratedwithallCPIand Sagemodules Userdefinedcolorcodedfoodand beveragegroups Enteritemsbycourseorseat. Fireitemsbycourseorallatonce
  10. 10. Createnewmenusections atwill Placeanyiteminany location Colorcodebuttonsforeasy organization Addmodifierstoanyitem tocontroltemperature, sides,portionsize. Accommodatesbothcharge andnochargemodifiers
  11. 11. Viewroomstatusfroma singlescreen Tracktableusage Tapanytabletoseedetails
  12. 12. Ticketcanbeclosedtoa singlememberorsplitto several Individualcanbesplitoff earlywhileotherguests remain Splitbyseat,byitemorby dollaramount. Paybyhousecharge,credit card,cashorgiftcertificate.
  13. 13. Completecontrolfroma singlescreen Overviewamonthata time,thenzoomintoa singledayandfoursome. Userdefinetimeslots Blockouttimesforcourse managementoroutings Closedaydirectlyto membercharges Addconvenienceitems: glove,balls,etc. Fullywebenabled
  14. 14. Sage 100 Financial Management System Overview • Mature, well known middle market financial solution that originated in the mid-1980’s • Best of Breed, very strong, GAAP compliant Financial Accounting Solution • Approx. 20-30k users nationally • Seamless Integration with CPI Club Management Suite
  15. 15. Personalized Interface Add, remove, hide and lock fields as needed Add tabs and scripting to automate daily tasks Even add buttons to launch Sage 100 tasks, other programs or websites
  16. 16. General Ledger Automated audit trail with drill down to transaction details User-defined 32- character/10 segment chart of accounts Personalize the dozens of standard reports with report wizards
  17. 17. Accounts Payable Multiple payment methods including ACH Vendor statistics and Aging Unlimited History
  18. 18. Reduce data entry time and improve accuracy by utilizing features like automated importing of cleared checks in Bank Reconciliation and fraud protection programs like PosiPay. Automated Bank Reconciliation Automatically clears matching entries upon import
  19. 19. Paperless Office Invoices Member Statements Journal and Registers Standard Reports Print Email/Fax Save to PDF Easy to use Document Management and Retrieval
  20. 20. Business Insights Dashboard Perform calculations Drag and drop sorting and subtotaling Create charts on the fly Save personalized views
  21. 21. Sage Intelligence Financial Reporting • Excel Based - Limited only by your Excel skill set • Advanced Formula Excel Add-In • Drill Down to Accounts and Transactions • Use Trees for Department Reporting • Can also report on other Modules
  22. 22. • CPI Club Accounting • General Ledger • Robust Financial Reporting • Accounts Payable • Bank Reconciliation • Paperless Office • Personalization Tools • Business Intelligence & Dashboards Best of Breed Club Management
  23. 23. Start Time: 2:00pm EST Please type in your questions Thank You For Attending!
  24. 24. Thank You! For any questions or more information contact us: Frank Crowley, President Crowley Programming Inc. Phone: 732-574-9693 fcrowley@cpicms.com Tom Miller | Net@Work Phone: 212.997.5200 Ext. 9547 Direct: 203.361.9547 tmiller@netatwork.com www.netatwork.com/alliance
  25. 25. FullMemberprofileinasingle screen: FamilyMembership, pluseach individualfamilymember MultipleAddressesandmethods ofcontactbypersonandoverall membership PowerfulCRMRostersystem Fixedchargessuchasduesand sportsprivilegesbypersonand overall Trackingofmembertypeand familydemographicsovertime
  26. 26. 99 Yearsofmonthlyhistory Chargesorganizedintoupto8 chargegroups 15 GL,5service,5 taxcodesper department Drilldowntofullchitdetail Transfererroneouschargesto correctmember Prepareandemailanystatement directly Attachnotesandmembership documents
  27. 27. Displayagingforeach of8A/Rtypes,orAll Completecontrolof Monthly,Quarterly, AnnualorSkewed MinimumPeriods Viewanyperiodonfile
  28. 28. Unlimitedinterest codesandgroup memberships ContactbyFamily MemberorOverall Membership CompleteChoiceof Address,Phoneor e-Mailaddress
  29. 29. Unlimitedinterestcodesand groupmemberships ContactbyFamilyMemberor OverallMembership CompleteChoiceofAddress, Phoneore-Mailaddress RostersareRule-Basedor Random
  30. 30. PrepareLists,Labelsor Spreadsheetsasneeded Create bulkemailblasts Outputfilesforexport
  31. 31. Selectanysinglemonth, orarangeofmonths,for analysis ChooseDepartmentsto review Checkboxestodisplay moreorlessdetail Sortonanycolumn Outputtoreport, spreadsheetorCPIRoster

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