CRM Consultancy

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Chorus
01275 398 900
Chorus

We are strategic digital partners for membership bodies and Not for Profits, based near Bristol. We believe in using technology to put people first and apply our expertise and experience in the sector to help membership organisations with their digital transformation. We believe in building strong partnerships and work closely with our clients to advise and implement the most suitable long-term solutions following a flexible, agile approach. Formed in 1999, our team of over 75 have worked with numerous membership organisations, including The Soil Association, The Donkey Sanctuary, AELP and Lifetime Training.

We are Microsoft Gold partners and Umbraco Gold partners providing a range of integrated digital services across Microsoft Dynamics 365, SharePoint, Azure and Umbraco CMS. We have a talented team of UX consultants, designers, developers and infrastructure specialists that design and develop cutting-edge CRM solutions, websites and portals and provide dedicated ongoing support.

Through our years of sector experience and in-house expertise we have built a bespoke, modular membership management solution, Rhythm, on Microsoft Dynamics 365 with integrated website and marketing automation; allowing organisations to adopt a tailored CRM solution, built on the foundation of Microsoft’s progressive platform.

Find us on LinkedIn

C Systems
01278 247138 Mobile: 07970 280 722
C Systems

C Systems Global work with more than 300 clients throughout the United Kingdom, North America and Australia. We have a simple company motto that has serves us well: We are technology focused and relationship driven. Our staff are committed to providing services that exceed our customer’s highest expectations. This is the essence of C Systems. We are committed to bringing our clients innovative and modern solutions to their challenges and providing exceptional quality of service. We are extremely proud of our long history of partnering with Advanced Solutions International on the sale and implementation of the iMIS engagement management system (EMS). More recently we entered into a strategic partnership with etouches to sell and service the etouches event management, registration and mobile app platforms.

C Systems focuses on the needs of membership organisations, not for profits and event management organisations. Throughout this space we provide consultancy integrated solutions that connect membership software with world-class event planning and conference management solutions. Our integrated offerings address every aspect of the full event lifecycle – from submission, review and selection of proposals and abstracts to online registration with event home pages, complete conference and exhibit planning, to financial processing. We offer a bi-directional transfer of data between the iMIS engagement management systems and etouches event management software. As part of our integrated solution we offer the Loopd mobile event app – native on all platforms – and the FieldDrive onsite delegate badging, digital signage and delegate tracking services. Our solution engages members with user-friendly interfaces and delights membership organisations with the kind of member engagement data that makes a difference.

Other case studies:

www.csystemsglobal.com/etouches

www.csystemsglobal.com/Loopd

www.csystemsglobal.com/Connect

 

Felinesoft
07587 808582
Felinesoft

Felinesoft are software, web, CRM and app development specialists with 12 years digital experience, offering a range of services including business analysis, user experience design, software development and systems integration to support your everyday business needs.

We’re a Microsoft Gold Partner, skilled in developing upon a variety of .Net Content Management Systems. Our partnerships include the leading open source solution, Umbraco, and the enterprise level platforms, Sitecore and Kentico. We also specialise in Dynamics CRM, SharePoint and Mobile Apps with proven integration with third party systems.

See us on LinkedIn.

MillerTech
0207 843 4400
MillerTech

MillerTech is a market leader in supplying Membership and CRM systems to the Not for Profit (NfP) sector. We have worked closely with NfP Organisations for over 33 years, delivering effective and innovative solutions which ensure that all your contacts are fully informed and engaged. We have implemented solutions for over 200 NFP organisations including charities, associations, trades unions, friendly societies, fundraisers and healthcare providers. Our clients range in size from a few hundreds of members up to millions, with users ranging from a few to thousands.

Overview of products/services:

MerlinCRM

  • For trade unions, associations and professional bodies
  • Fully integrated and web-based CRM
  • Member engagement and big data solution

CiviCRM

  • For charities and NfP organsations
  • Open source and fully web-based CRM
  • Complete fundraising and donor management solution

PolicyCRM

  • For friendly societies
  • Full integrated Policy Management CRM
  • Built upon in-depth knowledge of membership and insurance systems

For further details of MillerTech’s products and services please visit www.millertech.co.uk/portfolio

Find us on Facebook and LinkedIn

FlexRM Limited
0203 764 6730
FlexRM

FlexRM Limited specialise in customising and configuring Microsoft Dynamics CRM/365 to meet customer requirements. A solution that is implemented well will make business operations more efficient enabling companies to streamline processes and drive revenue. Our experienced team have worked across multiple industries and have a wealth of experience working with Membership organisations, Event organisations and Local Government.

FlexRM have recently delivered a solution for the Association of University Administrators (AUA) to manage their Memberships, Events, Qualifications and CPD. AUA also administer 3 other membership organisations Memberships and Events bookings. AUA were previously using a CRM system that was no longer fit for purpose and selected both Microsoft Dynamics 365 and FleXRM to deliver their new CRM system.

IndigoBlue
+44 (0)20 7692 4832
IndigoBlue

As recognised leaders in Agile and Lean thinking, IndigoBlue enables its clients to optimise the delivery of digital change so that they can: deliver more value, faster; create responsive digital organisations; and deliver Agile projects with confidence. Its consultancy services cover:

  • Scaling and embedding Agile
  • Establishing a DevOps culture
  • From project to product
  • Digital service strategy and design
  • Optimised Agile
  • De-risking programmes

Clients include: Association of Accounting Technicians, Association of MBAs, The Actuarial Profession, the Chartered Institute of Purchasing and Supply, Institution of Chemical Engineers, Institute of Financial Accountants, Institute of Physics and Royal Society for the encouragement of Arts, Manufactures and Commerce.

Find us on LinkedIn

MemberWise offer: 10% off first project

MAST ICT
01483 617224
MAST ICT

We are experienced CRM consultants focused on helping membership and fundraising organisations get the most from their database.

Get the support you need to maintain and enhance your membership, fundraising or CRM database, including full implementations, upgrades, improving functionality, automation, analysis, reporting and synchronising systems.

What makes MAST ICT unique?

Getting it right

By listening carefully, we specify and quote your project correctly first time, identifying the solutions and working on-site to maintain communication throughout.

A transparent approach

An open, honest and unbiased approach is embedded in our ethos to ensure you receive support, actions and deliverables based on what is right for your organisation.

The human touch

Your experienced CRM consultant will work with you to identify the issues and best solutions whilst speaking fluent human, without confusing technical jargon.

Industry expertise

Having worked within NFP organisations, our consultants truly understand your frustrations, challenges and barriers and how to overcome them with the least disruption.

Our products/services

  • System Reviews
  • Implementations
  • Upgrades
  • Process Reviews
  • Automation, Reporting
  • Business Intelligence
  • Integration.

Chrysalis Digital
07469 768990

Chrysalis Digital provides digital transformation services to membership organisations. We work with you to help formulate a digital strategy aligned to your business objectives and processes, selecting the right technology partners for your organisation. We are 100% technology agnostic in everything we do.

Overview of products/services

  • Digital Strategy development
  • Website / CMS and CRM business requirements gathering
  • Website / CMS and CRM supplier selection and tender management
  • Data strategy and analysis for CRM
  • Membership Communications and Marketing Planning

smartimpact
0845 544 2043
smartimpact

We specialise in providing intelligent CRM systems for membership organisation to automate internal processes, improving membership engagement and retention through personalisation and advanced analytics. If you’ve used Microsoft products before, you’ll be at ease with our Microsoft Dynamics 365 systems.

Pythagoras
01628 519 061
Pythagoras

Pythagoras is a Microsoft Gold Partner, in the top 1% of partners for Microsoft Dynamics. We specialise in delivering innovative solutions that enhance the productivity, profitability and engagement of membership organisations and professional associations using Microsoft Dynamics 365, Office 365, SharePoint and Azure.

Our expert Dynamics 365 consultants offer end-to-end consultancy to enable organisations to:

  • Deliver targeted marketing and engagement messaging
  • Manage events, campaigns and ROI
  • Create self-service portals for registration, preferences and payments
  • Keep track of accreditations and qualifications
  • Introduce automation for common processes such as renewals
  • Integrate with other systems to create a single view of each member

We have a configuration before code ethos to ensure we deliver flexible solutions that can grow and evolve with our customers over time. Whether your focus is on attracting new members, developing deeper member insight, or boosting retention, we can deliver transformational solutions to help you reach these goals.

Community Brands
+44 (0) 7842 735 110

Accelerating growth and positive change to succeed faster, grow stronger and achieve your mission.

Community Brands empowers membership organisations, nonprofits and schools to succeed faster, grow stronger, and achieve their missions through our purpose-built technology and engagement platforms.

We’re a collective ecosystem of purpose-driven companies bringing together the best technology and market expertise to accelerate innovation and fulfill the unmet needs of purpose-driven organisations, so they can thrive in today’s fast-paced, evolving world.

Overview of products/services:

  • CRM & Management Software
  • Community Platforms
  • Learning Management Solutions
  • Job Boards
  • Event Management
  • Fundraising Software

Community Brands builds best-of-breed solutions aligned with ever-changing business models and emerging technology. Our solutions help member-based organisations drive growth, engagement, professional development, fundraising and revenue. We are committed to helping you fulfil your mission with modern technology that meets your members’ and constituents’ expectations.

Purple
0203 376 7447
Purple

Purple are an independent management consultancy who work with membership organisations embarking on a change journey to support the delivery of business objectives with the correct use of people, processes and technology.

Our services include:

  • Membership Journey Mapping
  • Digital Strategy
  • Business Process Improvement
  • Technology Consultancy including; CRM/ERP, Cloud, Business Intelligence & Unified Communications
  • Change Management

Fonteva
+44 20 7118 1515
Fonteva

Growing and retaining your membership. Amplifying your reach. Activating the power of a one-of-a-kind community – Fonteva Membership is the leading association management software and the only true-cloud membership solution recommended by Salesforce.

With a flexible point-and-click interface and the power of Salesforce – the world’s #1 CRM – behind it, Fonteva Membership offers all the features that member-based organisations require to develop and nurture constituent relationships, manage events, measure engagement, drive collaboration, and achieve their mission.

Key features:

  • Member CRM
  • Customisable Member Join / Renew Workflows
  • Member portals
  • Online Communities, microsites
  • Member Directories
  • Certification + Accreditation
  • Engagement Scoring & Badging
  • Form / Questionnaire Builder
  • eBusiness
  • Revenue accounting
  • Reports & Dashboards
  • Perfect for medium/large organisations with 10+ staff users

Trillium
020 3880 1888
Trillium

We deliver digital transformation for membership organisations. By bringing together strategy, digital and CRM, we transform the entire user experience, improving your membership acquisition, engagement and retention. Member experience matters.

Our services range from insight and planning to creative design and information architecture. This enables us to optimise technology and build intuitive, valuable, integrated CRM and website solutions for:

Membership management, member insights and reporting, education, training and CPD, membership finance, Direct Debit, member engagement scoring, events and conferences, venue management, marketing and communications and personalised member portals.

Take a look at ‘We are Trillium‘.

Protech
0121 325 2620
Protech

For more than 20 years Protech has been delivering specialist CRM software and change management services to the Not for Profit (NFP) sector.

Its Pro-8 CRM software operates in a Microsoft environment and delivers easily configurable specialist NFP modules with CRM, workflow, process automation and reporting capability at their core: Membership & Subscriptions, Learning & Education, CPD, Event Management, Annual Appeal, Fundraising, Marketing & Campaigns and Sales Ledger.

By adding ProWeb, (secure digital platform) and ProCloud (a fully managed Cloud CRM offering) to its specialist CRM and change management solution portfolio, Protech delivers a Government ‘OFFICIAL’ security accredited fully integrated web and CRM platform.

Protech’s Lean3S, change management methodology based on Lean and Systems Thinking, ensures that NFPs can fully optimise their investment in Protech’s fully integrated web and CRM technology platform.

Wattle
0117 9717547
Wattle

Wattle are creative technology partners for membership organisations like the Royal Institute of British Architects, the Chartered Institute of Marketing and the Chartered Institute of Arbitrators.

Our proven track record and ability to work strategically with membership organisations, through the deployment of integrated website, CMS and CRM solutions, enable us to help them:

  • Significantly increase membership acquisition
  • Drive deeper member engagement
  • Demonstrate compelling gains in member value

Wattle’s membership management solutions unify two of the industries leading SaaS technologies, Umbraco’s CMS for website and self-service member portal development and Microsoft’s Dynamics CRM for member management. Combined they form one seamlessly integrated and fully configurable membership management solution hosted in the Cloud.

As Umbraco Gold, Sitecore Implementation and Microsoft Dynamics CRM Partners our full range of services span website and member portal development, complex bespoke software development, system integration projects and fully integrated CRM solutions.

oomi
0208 390 8899
oomi

oomi, from UK based technology company Centrepoint, is a fully integrated Engagement Management System for the NFP sector – combining CRM, Website, & Social Media.

Our cloud based, end to end CRM, website and social media integrated solution, oomi, addresses the needs of both members and memberships organisations today. oomi is the very first cloud based solution developed specifically for membership organisations and is built with 25 years’ experience in the NFP sector. oomi is an affordable, low risk and future proofed CRM and website solution that is easily implemented and rapidly deployed.

Why oomi?

oomigility – Adapt oomi to your changing requirements whenever you need – without any programming. oomi is a modular solution that provides powerful functionality that is specifically based around the requirements of membership organisations.

oomisocial – Be part of the conversation by engaging on social media and improving audience response

oomiflow – Automate your business processes with workflows. Tailored for you – by you

oomicloud – Experience the freedom of accessing oomi anytime and from any device or location

oomiweb – Single source, end to end CRM and website that will improve member value and enhance members’ experience.

Contact Us

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C2 Software
01382 723040
C2 Software

C2 specialises in business transformation solutions for membership organisations. 

Subscribe 360 is at the heart of our solutions, powered by Dynamics 365 and the Microsoft cloud.

Our solutions and expertise include subscription management, self-service portals, invoice generation, online payments, event management, publication & product management, and full integration with systems such as financials, document management & marketing automation.

We have extensive experience of working with membership organisations throughout the UK.

The key features of Subscribe 360 include:

  • Manage all aspects of the company and individual-based memberships
  • Capture all interactions with members, building an activity history including calls, emails and web interactions
  • Process and manage membership applications
  • Member self-service options via a powerful online portal, including online event booking
  • Manage membership renewals
  • Promote and manage conferences, events, webinars and workshops
  • Accept online payments from all major providers e.g. SagePay, Stripe, Pay360
  • Automate routine tasks e.g. invoice reminders, event booking confirmation
  • Develop, issue and analyse member surveys
  • Integrate with financials, including Xero and Sage
  • Group and Committee management
  • Targeted marketing campaigns, including integrated email marketing

C2 offer a wide range of services to ensure that we can offer the complete Membership Management solution.  Services include:

  • Requirements and scoping consultancy
  • Solution architecture and design
  • Dynamics 365 customisation and configuration
  • SharePoint customisation and configuration
  • Custom software development
  • Data migration strategy and execution
  • System and user support services
  • Tailored solution training
  • Licensing and software advice

Contact Us

Silverbear
01483 409 409
Silverbear

Silverbear helps drive forward your digital strategy with our automated user-centric software to improve the engagement, retention and growth of your membership base. Our specialist CRM solution is 100% focused around the specific needs of the membership and not-for-profit (NFP) sector:

  • Professional membership organisations
  • Trade unions
  • Regulatory bodies
  • Trade associations
  • Arts and heritage sectors.

Silverbear Membership is the only UK solution to be awarded the highest level of Microsoft accreditation – Certified for Microsoft Dynamics (CfMD).

Find us on LinkedIn and follow us on Twitter.

Upbeat
+44 207 268 9809
Upbeat

Upbeat membership engagement technology built on Microsoft Dynamics 365 has specific modules purposefully developed for associations, membership and not-for-profit organisations and provides associations and membership organisations with out-of-the-box functionality for automating all member processes within and across your entire organisation.

Upbeat is part of Professional Advantage which employs 350 people in 8 global offices, and works with more than 800 best in class organisations across industries on ERP/Financials, Client Relationship Management, Intranets/SharePoint, Business Intelligence, Corporate Performance Management and Business Process Management technology software and services.

Professional Advantage helps organisations achieve more with technology.

Read our Whitepaper: Digital Transformation for Associations and Not-for-profits

Core
+44 (0) 20 7953 3688
Core
A leading UK Microsoft Gold Partner, Core (CRM division, formerly known as Excitation Ltd), has built an established reputation for providing membership solutions in Microsoft Dynamics CRM and CRM Online, from initial project scoping, through implementation, to training and support.
We deliver CRM to membership organisations from trade associations to professional bodies to Chartered Institutes to Royal Colleges. Our clients include the Higher Education Liaison Officers’ Association, the Horticultural Trades Association, the Chartered Institute of Housing and the Royal College of Ophthalmologists.
We offer:
• A team of accredited, experienced developers led by a Microsoft Most Valuable Professional
• The reassurance of Microsoft Gold Partner status
• Robust methodologies and a unique approach to Microsoft Dynamics CRM and CRM Online
• An accelerator designed for membership processes in the form of Core’s Membership Platform
• Our own developed data migration tools for secure and reliable data transfer
• Expertise in the full suite of Microsoft technologies (including SharePoint & Windows Azure)
• Requirements scoping, project management and user training
• Ongoing managed IT services including infrastructure and hosting if required
• 24/7 support desk
The key to a successful CRM project is finding a company that will work with your organisation’s needs and understand your challenges. At Core we embrace this. You will find us responsive, supportive and enthusiastic partners.

Advanced Solutions International (ASI)
+44 (0)20 3267 0067 x5409

iMIS 20 is the top-rated association and membership management solution in the world. By fusing database management and web publishing in a single engagement management system (EMS)™, iMIS 20 empowers you to consolidate data silos, reduce complex database-web integration needs, improve member intelligence, and drive continuous performance improvement.

Manage member data, email communications, events, certification programs, product sales, fundraising campaigns, online payments, your website, and more in one cloud-based system. Easily get a 360 degree view of your members to get the insights needed to drive retention and growth.

Subscriber offer: 10% off the initial set-up fee/support contract for iMIS implementation

Find out more…

E AND H Consulting Limited

E AND H Consulting Limited – for a clear way forward. There is no reason nowadays why projects or change shouldn’t be delivered on time and within budget, even where IT is involved. The key is getting things right from the start. E AND H are specialists in supporting your projects, whether you are just thinking of starting, or feel you need some help further down the line. We provide:

  • Facilitation and assistance to establish the right project
  • Business case and options appraisal for investment
  • Procurement and contract management – for CRM, IT and non IT areas
  • Member experience, journey and process mapping
  • Tools, techniques and bespoke project management workshops for membership organisations, plus coaching, mentoring and advice to improve capability
  • Management of large complex projects – including IT and CRM
  • Recovery of projects going wrong.

In particular, if you are thinking about CRM and what a CRM project might mean for your organisation – you may find our article The ‘Holy Grail’ of CRM of interest. http://www.eandhlimited.com/blog/the-holy-grail-of-crm/

For MemberWise subscribers we can offer, free of charge, either:

  • A session of up to 2 hours with your CEO and senior team to explore a major project you are considering – providing some pointers to help you get it right, or
  • Up to 2 hours with your team to look at a current project that may be going wrong – providing some pointers to put it back on the right track.