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CRM CONSULTANCY

Transform your membership organisation with expert CRM consultancy for Microsoft Dynamics 365. 

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Adopt a specialised membership CRM 

 As a trusted membership technology partner for many professional bodies and trade associations, we understand that your CRM system is the engine of your organisation. Our deep sector expertise means we understand your unique challenges and deliver CRM systems built for specifically for membership, with the process automation and business insight you need.  

Using the flexible and powerful Dynamics 365 CRM, the most popular CRM in the membership sector, we deliver proven results. Our clients drive impressive digital outcomes - including an overall reduction in admin hours of up to 50%, the ability to complete manual tasks up to 70% faster, and an increase in data quality of up to 30%.
Understanding your needs

 Successful CRM projects start with strong foundations. The Discovery Phase ensures we fully understand your membership organisations unique needs and strategic goals. We dive deep into your membership challenges through collaborative workshops and analysis, mapping user journeys and operational goals. Our agile approach fosters close partnership, with iterative feedback to shape a CRM strategy that lights the way forward.

Stakeholder Workshops - Conduct in-depth workshops to understand your organisation’s goals, membership models, and operational challenges.

Process Mapping - Map out existing processes and user journeys, identifying pain points and opportunities for improvement.

Analysis - Perform a fit-gap analysis to assess how Dynamics 365 aligns with your requirements and where customisation or integration is needed. 

Audit - Perform an audit of your current CRM, data landscape, and digital ecosystem to inform a strategic implementation roadmap.

Objectives - Define clear project objectives, success metrics, and a detailed scope, ensuring all requirements are captured and prioritised.

Designing your CRM

 In the Design Phase, we translate insights from Discovery into a practical, future-proof CRM solution. Our team collaborates with your stakeholders to ensure that every workflow, integration, and user experience is carefully planned and documented before development begins.

Collaborative Design - Collaborate with your subject matter experts to design Dynamics 365 configurations that support your membership workflows, communications, and reporting needs.

System Integrations - Plan integrations with your website, portals, payment gateways, learning management, and other key systems.

Requirements Definition - Document your full systems specification, including all customisations and configurations, in a functional requirements document for your approval.

Data Mapping - Map data structures, user roles, and security protocols to ensure compliance and data integrity.

User Acceptance - Develop a comprehensive testing plan and user acceptance criteria to validate your CRM solution before build.

Building with Dynamics 365
In the Build phase, we bring your tailored Dynamics 365 solution to life with a focus on delivering measurable value. Our team configures, tests, and deploys your CRM, ensuring it integrates seamlessly with your existing systems and automates key processes. We provide comprehensive training and ongoing support to ensure long-term success and adoption.
Configuration & Customisation - Configure Dynamics 365 with custom entities and workflows tailored to your membership needs, such as member onboarding, event management, and course management.

Data Migration - Securely migrate data from legacy systems to Dynamics 365, ensuring GDPR compliance and a unified 360° member view through data cleansing and mapping.

Seamless Integration - Ensure API-driven integrations with your website CMS and other existing systems like payment gateways, learning management, and finance. 
Automation Setup - Automate tasks like renewals, upgrades, engagement score carding, and event registrations, reducing manual effort and costs.

Testing & Deployment - Rigorous user acceptance testing and a phased or full deployment with minimal disruption, ensuring a smooth go-live.

Training & Support - Role-based training, custom guides, and ongoing optimisation, empowering your team to use Dynamics 365 confidently and ensuring long-term success.
Delivering proven results

 Wattle is a trusted membership technology partner for many professional bodies and trade associations. 

Our clients have driven impressive outcomes, including an overall reduction in admin hours of up to 50%, the ability to complete manual tasks up to 70% faster, and an increase in data quality of up to 30%.

Our deep sector expertise means we understand your unique challenges and deliver tailored CRM, process automation, and advanced analytics, all backed by seamless migration, ongoing support, and comprehensive training. With Wattle, your digital platforms are secure, accessible, and fully compliant with GDPR standards - empowering you to thrive online.
Want a head start?

 Then check out MemEx CRM - part of our wider Membership Experience Platform, MemEx.

MemEx CRM utilises Dynamics 365, the membership sectors most popular CRM, as its foundation. It provides you with all the CRM capabilities needed to manage both your association and its members, and significantly accelerates your CRM build journey with Wattle by leveraging pre-built CRM accelerators designed specifically for membership organisations.

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