Customer Relationship Management (CRM) is fundamental to an Association’s mission. The same features and functions utilized by commercial organization’s deploying today’s most popular CRM systems are critical to an Association’s member management tasks. Lansdale Group’s Association Management System for Pivotal CRM combines the best-of-breed CRM features of Pivotal Corporation’s industry leading CRM product suite with the Lansdale Group’s Association Management System built specifically for Pivotal CRM. The result is a comprehensive Association Management System with advanced technical and CRM underpinnings that can only come from a best-of-breed CRM vendor.

Application Modules

Membership Relationship Management

Membership Relationship Management is the core module for maintaining a database of members and potential members, their relationships among one another, and all interactions between the association and its members. This module is based on the Best-of-Breed, Pivotal CRM platform from leading CRM vendor Pivotal Corporation. Pivotal CRM has been extended to support the unique needs of the Association industry. Key features include:

• Contact and Activity Management
• Outlook Integration for Email
• Synchronization of Calendar and Contacts with Outlook
• User Configurable Portal
• Advanced Query
• Integration with MS Office
• Web Client
• Offline Client
• Wireless Access
• Mail Merge
• Working Group and Committee Management
• Lead Assignment and Management
• Opportunity Management
• Quote and Order Management
• Management Reporting and Analysis
• CTI Options for High Volume Call Centers
• Robust Toolkit for Custom Tables, Forms, Security, and Workflow
• XML Based Integration Interfaces

E-Marketing

E-Marketing is based on Pivotal’s leading Marketfirst e-Marketing system and provides a ‘lights out’ campaign management to support higher membership growth rates and better member communication. Key features include:

• Rules Based Campaigns
• Graphical Campaign Builder
• Re-Usable HTML Templates
• Rules Driven Personalization of HTML Email and Web Page Content
• Advanced Query\Segmenting on ANY Contact Attribute or Response
• Campaign Effectiveness Reporting and Statistics
• User Defined Surveys
• High Volume Email and Web Campaigns

Subscriptions and Dues Management

Subscriptions and Dues Management reduces the overhead in managing Dues and Subscription based products. Key features include:

• Shipping Picking Tickets
• Subscriber Mailing Label and List Generation
• Renewal Automation
• Billing
• Receivables Management
• Up Sell Tools
• Management Reporting and Analysis

Accreditation and Certification

Accreditation and Certification ensures that your accreditation or certification process is 100% repeatable and auditable according to process definitions. Advanced workflow capabilities streamline accreditation and certification processes and provide complete visibility into the process at any given time. Key features include:

• Automated Accreditation Process Workflow
• Automated Email, Letter, and Form Generation
• Renewal Automation
• Site Visit Assignment and Scheduling
• Site Visit Report Management
• Billing
• Management Reporting and Analysis
• Audit Trail

Quality\Complaint Resolution

Complimentary to the Accreditation and Certification module, Quality\Complaint Resolution provides support for a 100% repeatable and auditable Quality\Complaint Resolution process so that your members can be assured of fair and equitable treatment while also delivering on your mission to maximize confidence in the quality of organizations that you accredit or certify. Key features include:

• Complaint\Incident Tracking
• Automated Complaint\Incident Email Capture and Responses
• Complaint\Incident Queues
• Automated Routing
• Automated Escalations
• Knowledge Base
• Management Reporting and Analysis
• Audit Trail
• CTI Options for High Volume Call Centers

Event Management

Event Management reduces the overhead in managing Events. Key features include:

• Event Marketing
• Event and Session Registration
• Automated Reminders
• Automated Post Event Follow-Up
• Speaker and Session Management
• Session Room Assignment
• Exhibitor Management
• Attendee Hotel Room Booking
• Billing

Association Member and Community Portal

The Association Member and Community Portal is a fully customizable web portal for Member and Community access to all relevant modules and features of the Association Management System database. Key features include:

• Site Registration
• Complaint\Incident Submission and Tracking
• Submission of Accreditation Site Visit Reports
• Submission of Accreditation Application and Related Forms
• Candidate Review of Accreditation Status
• Content Management
• User Profile Management
• Subscription and Dues Management
• Orders
• FAQs
• Knowledge Base
• Member and Community Forums
• Global Search
• Delegation of User Administration
• Customizable Security\View Filters
• Customizable Menus, Searches, Forms, and Portal Layout
• Ability to Create New Forms on Custom Tables