Association Management Software from a name you already know and trust!
Altai Membership is a flexible CRM based association management solution that uses Microsoft’s CRM platform. Altai Membership is a solution that can be implemented to work the way you do, to support and ensure your business processes are both followed and automated where possible. It is a flexible application for Associations looking for a solution that can be tailored to their needs. Altai Membership is a scalable solution that will grow with you. Whether you are an Association or an Association Management Company, Altai Membershipwill work for you. It is an affordable solution that can be implemented in your office or provided as a SAAS solution.
You use Microsoft software and applications to run your business. From Microsoft Dynamics GP for your financials to Office productivity tools to SQL server and Windows to power your servers, you are used to Microsoft designed software. Microsoft has invested hundreds of millions of dollars making sure their CRM software is easy to use, well supported and reliable. Altai Membership captures this investment by bringing you an affordable, easy to use, Web based, comprehensive association management solution that offers the following features and functionality:
- Membership management for both companies and individuals
- Configurable membership list management - chapters, subscriptions, local, national, committees, etc… You can create and manage any lists and groups as you need.
- Configurable dues billing
- Quote, Sales Order and Invoice Processing
- Receipts processing
- Events and program management
- Awards and nomination management
- Certification and CEU Management
- Relationship tracking – who knows who?
- Fundraising and donor management
- Legislative and Lobbying management
- Diverse campaign management capabilities (i.e. dues bill reminders, event invites, fundraising, etc…)
- Project Management
- Workflow automation and management
- Website integration
- Powerful querying capabilities across modules
- Flexible and extensive reporting capabilities
In addition, we provide integrations to many of the services associations use in their day-to-day business including:
- Back office accounting applications - Dynamics Great Plains, Navision, Solomon and QuickBooks
- Microsoft Office – Outlook, Excel, Word
- Membership and Member-to-Member portal
- On-line credit card processing
- Network faxing
- Computer Telephony Interface (CTI) integration
Microsoft CRM provides additional functionality benefits including:
- Use Outlook, Internet Explorer or your mobile phone to access your data. All you need is Internet connectivity and you can access your data anywhere
- Take you data with you and synchronize over the Internet or when you are back in the office
Why Altai Membership?
There are many solutions available today that provide a host of functions and capability. They know what you need and provide it based on their knowledge. Altai Membership is different in that it starts out providing the basic functionality expected (of course you can do events management, membership, committees, etc…) but it allows you, the customer, to decide how you want it set up and what is important to you. It is highly configurable so that we can work with you to ensure it works the way you do and enables you to do your job as efficiently as possible.
Altai Membership is a solution that focuses on enabling you to get closer to your members. By enabling you the ability to manage and easily analyze your membership data, you are better able to communicate and work with your members.
Altai Membership is configured to be easily upgraded. Other solutions may take months or years to release their Microsoft CRM upgraded AMS solutions. Altai Membership upgraded from version 3.0 of Microsoft CRM to 4.0 in one week. This is possible as Altai Membership is configured within the CRM toolkit. This allows for quick and cost efficient upgrades for our clients.
Altai Membership allows customers to take ownership of their system. Once the system is setup, we turn the “keys over to you”. Now that isn’t to say we won’t continue working with as needed (of course we will) but it does say that “if you have your own IT staff and/or programmers, we want to empower them to go forward and update Altai Membership so that it continues to meet the needs of your association, 1 year, 2 years and 5 years down the road”. We find that by working with our clients and partners during the deployment and enabling them to take ownership of the system, this provides not only the best chance for success but also the best partnership going forward.
Altai Membership enables organizations get closer and connect with all the businesses and people who play a part in their business. Whether you are trying to connect with members, prospects, vendors, employees or influencers, Altai Membership helps stay close and connected in today’s integrated world.
Microsoft CRM Differentiators
Microsoft CRM-AMS Differentiators
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Advantage to Client
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Our CRM-AMS solution is based on Microsoft’s industry leading Customer Relationship Management (CRM) Application.
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- Microsoft has been successfully providing CRM to organizations both large and small for ten years
- Microsoft is a Fortune 500 company that invests in research and development to ensure clients receive the latest technology to meet their needs.
- Microsoft employees over 5000 people in research, development, help desk and technical support and sales in support of their clients.
- Limited risk and a protected investment as these companies are financially strong with proven track records over time
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Microsoft CRM is distributed in two versions (Professional and Enterprise) – one geared toward large enterprise organization and a professional version for smaller and mid-sized companies
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The CRM-AMS Application runs on Microsoft SQL Server Database.
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- An industry standard database that’s scales to your organizations needs.
- Ongoing research and development for new versions ensures that the technology doesn’t fall behind
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Microsoft provides a highly configurable environment
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- CRM can be configured using the “out-of the box” customization tool. In addition, Microsoft .net can be used to further extend the application and add needed business functionality.
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100 percent web-base client install available
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- Minimizes the clients desktop support
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Extensive reporting capabilities
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- Supports custom reports using the “Out of the box” report writer
- Supports the development and deployment of more complex reports using SQL Reporting Services
- Ability to develop and deploy graphical reports and dash boards using SRS, Dundas and Sharepoint.
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