W466: CRM for Membership Organizations – How Horizontal Platforms Deliver more Functionality and Drive More Value
COURSE DESCRIPTION:
We will review the functionality and flexibility of horizontal CRM platforms for membership organizations, and highlight the advantages over vertical software options.
LEARNING OBJECTIVES:
Learn about how horizontal CRM platforms can extend your capabilities through:
• Platform vs. Product
○ Customizable solution vs. a vertical product
• Marketing capabilities
○ Marketing automation
○ Member Segmentation
○ Social Marketing
• Data Collection and Reporting
○ Surveys
○ Form Management
• Financial Connection
○ Visibility of ERP data
○ Automated processes
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As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)