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Extension Software for Sage CRM™: Association Automation Suite for Sage CRM Features
This page lists a sampling of the powerful features found in AAS. Please contact us for a live demonstration to see the system in action.
CRM Association Automation Suite goes beyond traditional Association Management
systems by expanding key functionality typical of association management (event
booking, website commerce) and merging it with the powerful features of a fully featured,
award winning Customer Relationship Management and Financial accounting suite.
There are no compromises on the basics, but so many advantages.
Event Management
Easily create events, sub events and the items that can be purchased regarding those events. Publish items to your website automatically for online registration, or let your staff register people from within CRM, in just a few mouse clicks. You have full control over event display/registration times, as well as a powerful seating manager. Events are fully searchable online with reminder features. Full management of event services through the back office interface. Season tickets for events are available.
Manage / Send Surveys (Create a Survey)
Create surveys and get feedback. Allow people to answer anonymously or with their full identity, and review and analyze a statistical analysis of the results. Review specific individuals responses to specific questions, and incorporate survey data into sophisticated, but easy to use reporting and grouping functions. Advanced functionality even allows you to update your core CRM data based on people’s results!
Bulk Email and custom mailings
Send plain text or html e-mail and track full bulk email Statistics: read rates, click through rates on embedded links
Customized Opt In, Opt Out control for bulk mail – allows users to join/remove themselves from specific mailing lists. Easily create custom letter mail and manage marketing campaigns and responses from campaigns.
Web Tracking/Internet Analytics
Track all web traffic to your website at a level of detail you have never seen before. You can see not only general trends like standard tracking systems, but you can also see specifically who visited your web site, what they looked at, how they got there, and if they returned. Combine this data with financial, survey, and other information for incredibly powerful marketing. Access detailed system wide analytics via one of the built-in CRM dashboards. All data can be used to develop in depth or high level customized reports
Online Member Directory
Add Companies, people and contact information in CRM and have it display in one or both of your online and print member directories. Web site integration is automatic, no imports and exports! Members can login and modify their own information online and everything is kept fully in synch with everything else – even all the way down to your PDA/Cell phone! Includes the ability for members to publish offers to other members for discounts and specials!
Complete Member Management
Create a new member from prospect to full payment in CRM with Customized payment schemes: annual, monthly, etc. Renewals can process pre-authorized payments automatically, or simply invoice members without any human intervention. Members can pay the traditional way, or can login 24x7 and process their renewal online! You can process any orders of any kind with the full order entry and fulfillment system.
Integration with Accounting
Full and complete accounting integration, and a complete accounting system for all your accounting needs! All transactions created online, or by your staff flow automatically through to the accounting system. This eliminates most, if not all of the administrative work typically involved with these transactions. You can automatically generate financial reports, and if you defer membership revenue throughout the year, the system will handle that deferral automatically. No more excel spreadsheets and manual calculations! You have full, up to the minute reporting available, 24x7.
Invoice for out of the ordinary items: room booking fees, sponsorships, etc
right in CRM and have the information immediately in your accounting system, and
allow members to pay these online.
Integrated with One of the worlds best CRM Systems
Integrated with Sage CRM at the code level, leveraging incredible performance gains in your organization and manage business and contact information effectively.
Web Integration between system parts: real time synchronization
Web interface built into your association website – no jumping to another website for key functionality, everything stays within your domain name. Control all information through software on your local network and have it seamlessly integrate with the key areas of your website. A change you make in the office appears online immediately.
CRM Systems association manager allows you to run your association with
dramatically fewer man hours, allowing you to refocus your resources on more
revenue-centric projects. This system is infinitely customizable as well, so you
are not limited by “out of the box” functionality.
Features One
- Add a new Member from Prospect to completion
- Create a Prospect
- Creating a Membership Quote
- Convert to Order
- Set Payment Type (annual/monthly)
- Set Season Ticket Subscription
- Modify season ticket subscription.
- Person Event Registration Listings
- Event Management
- Create a New Event
- Find and Modify Events
- Add/Modify Event Items
- Add/Modify/Delete Sub Events and items
- Register Person for event in CRM
- Event Seating Planning
- Assigning seats
- Add an Event attendee
- Finalize your Table Seating
- Add late registrants/special registrations
- Manage / Send Surveys (Create a Survey)
- Create Questions
- Question Modification and deletion
- Manage Questionnaires: Questionnaire Creation
- Manage Questionnaires: Questionnaire Modification
- Add a Question to questionnaire
- Send a Survey to a specific group
- Survey Statistics: monitor and reporting on
- Create Bulk Email to specific groups
- Send Bulk Email
- Set Opt In, Opt Out for Bulk Email
- Set Ignore IP List for bulk mail
- Full Bulk Email Statistics - read rates, clickthrough items, etc.
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Features Two
- Modify a Company’s Web Directory Information for the business guide
- Update Online Directory Settings
- Modify/Update Company Directory Category List
- Modify/Update Address Permissions
- Modify/Update Email Permissions
- Modify/Update Company Phone Numbers to Display
- Add/Remove users for the company and set priviledges
- Modify a Person’s web Directory Details
- Non Association Member Person
- Company Member Person
- 1. Person Directory Listing Detail
- 2. Address Permissions
- 3. Person Email Permissions
- 4. Person Phone Permissions
- Process Payments automatically/Manually for specialized items
- Renewal Process – automated Annual Member renewal in CRM
- PAP (Pre-Authorized) Payments processing
- Annual Renewal member can Process their invoice on Website
- Cancel a Member
- Print Documents
- Quotes/Orders
- Quote Number
- Opportunity
- AR features in Opportunities
- AR quotes
- AR Payments
- AR Credit Cards
- Member Credit Card information
- Edit Card Details, Add New Card info
- Credit Card Info Summary Screen
- Register Person for Event in CRM
- Market Match Functionality
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Features Three
- Website Plug in: The Calendar of Events Section
- Full Event Search
- Remind Me Screen
- Full Event Details
- Website: Business Directory
- Advanced Search
- Website: Members Only area
- Member’s Renewal: Pay annual Membership Online
- Member Area on website
- Payment Information Screen detailing payments they have made
- Invoices: Pay Invoices Online, list outstanding invoices
- Contacts: Manage Company Contacts - permission levels, etc.
- Add a New Contacts
- Update/Remove/Hide Contacts and contact information
- Update Company Profile
- Category assignment for companies
- set Phone Number(s), Address, email visibility
- Set Enhanced listings
- view Click Through tracking for links
- Set Special Offers for the company
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