We are proud to partner with these membership associations to help them achieve more for their members with Microsoft technology.
Upbeat, a modern membership system from Professional Advantage, uniquely harnesses Microsoft technology to streamline the critical functions of a membership organisation.
With Upbeat, membership organisations can immediately onboard and renew members, manage events and conferences, and schedule courses and track CPD without the need for customisations. Developed within Dynamics 365, Upbeat’s interoperability with Office 365, Power BI, Copilot, and the Dynamics 365 suite of financial applications is a must for any association.
Manage the entire member life-cycle with ease from application to onboarding, and renewals through to ongoing membership management.
Streamline event and conference planning with event templates. Manage member and non-member pricing, capacity, waitlists, ticketing, and seating.
Provide comprehensive education offerings ranging from a single subject and micro-credentials through to full courses (certifications and credentials) with CPD tracking.
One system that includes comprehensive functionality across all business streams allows for superior Relationship Management.
Intelligently segment, target, and track your members and non-members to increase onboarding and engagement.
From membership, events, and conferences, through to course revenue and expense, provide full profit and loss and balance sheet reporting, from paying suppliers, through to all financial reconciliations.
Get a quick summary of your sponsorship opportunities and new member lead records, catch up on recent changes to their records, prepare for meetings, streamline customer service responses, and read the latest news about their accounts.
Provide your members with the real-time ability to self-service with registrations, purchases, content, and access and update ability to their associated information.
Gain deeper insights with a unified view of member interaction and engagement and measure the effectiveness of your campaigns to attract and engage members.
Track all advocacy interactions from phone calls, meetings, emails, etc, through to outcomes.
Automate the deferral process for accurate accounting period revenue and expense recognition.
Save days of effort in mundane tasks of bank, general ledger, and credit card reconciliations with automated reconciliations processes.
Speed through tasks, build momentum, and improve processes with Copilot, built on Microsoft cloud with enterprise security.
Maintain transparency, ensure compliance, and build trust with members and stakeholders with built-in financial statements.
Leverage associations specific budget and forecast models to keep tabs on revenue and costs related to the association's activities.
Don't rely on a hunch! Enable a data-driven culture with actionable data and insights that drive revenue and advance your association.
Identify registration trends, monitor event profitability, and track your events’ performance against your goals.
Combine LMS data with membership data to gain valuable insights into the specific interests and learning preferences of different member segments, enabling you to optimise your marketing strategy accordingly.
Unlock actionable insights about new member acquisition, engagement, and retention trends from your membership data to help drive strategic growth and member retention.
Embrace the AI-powered future of work. Leverage Microsoft’s next-generation AI-infused within the Microsoft cloud platform.
Use AI assistance to draft emails and set up meetings in Outlook with data from your Dynamics 365 CRM platform. Generate meeting summaries in Outlook and Microsoft Teams and save them to your membership management platform.
Get the most out of Copilot with predefined prompts in Microsoft CRM. Ask questions in natural language, receive quick summaries of sponsorship opportunities, track changes in member records, and prepare for meetings. These are only a few cases in which Copilot can help you improve productivity in your daily work.
The Microsoft platform provides a robust suite of fully integrated automation tools designed to help streamline processes, improve productivity, and enhance the member experience.
With Power Automate, you can automate repetitive tasks across Dynamics 365 CRM and other applications in the Microsoft ecosystem. For example, you can send follow-up emails after a meeting, update member records based on external data, or alert team members when a task reaches a specific stage.
Build automations to track email interactions (opens, clicks, replies) and schedule follow-ups based on engagement levels. Membership teams can better time their outreach and improve customer engagement by setting up automated follow-ups based on customer responses.
Dynamics 365 offers customer journeys, email marketing, lead scoring, marketing pages, and social posting, allowing you to connect your marketing and member processes seamlessly.
Copilot in marketing helps teams quickly build customer segments for email campaigns using natural language. Then, with the content ideas tool, they can generate tailored email content, adjusting the tone to suit their audience. This allows marketers to spend less time on segmentation and copywriting and more time on strategic marketing.
Microsoft Dynamics 365 offers robust interoperability with other Microsoft applications, enhancing productivity and streamlining business processes.
Integration with SharePoint allows for document management and storage, making it easy to link documents to Dynamics 365 records.
Dynamics 365 leverages Azure for cloud services, enhancing scalability, security, and performance. Azure Logic Apps and Azure Functions can be used to create custom integrations and automate processes.
Dynamics 365 works seamlessly with Power BI, Power Apps, and Power Automate. This integration allows for detailed advanced data analytics and visualisations, custom app development with Dynamics 365 CRM data, and automated workflows.
Integration with Teams enables real-time collaboration. Users can share Dynamics 365 records, chat, and conduct meetings without leaving the Teams environment.
Dynamics 365 integrates seamlessly with Microsoft 365 tools like Outlook, Teams, Excel, and Word, enabling users to access CRM data, collaborate, and manage tasks directly within these familiar applications, boosting productivity.
Integrated with Azure AI, Dynamics 365 CRM can enhance customer insights and operational efficiencies by leveraging AI models in applications like Dynamics 365 Customer Insights and Copilot. These applications support predictive analytics, customer segmentation, and real-time decision-making.
Bi-directional integration between Upbeat and Microsoft Dynamics 365 ERP enables users to automate finance functions, enhancing productivity and ensuring timely data for financial compliance and reporting.
Complete the form below, or contact us on 1800 126 499 to speak to one of our experts today.
Microsoft Dynamics 365 is a customer relationship management (CRM) solution that enhances an association's ability to engage with members and reach out to prospective members. Using Microsoft Dynamics 365, sales and marketing campaigns can be rolled out more quickly and effectively. The solution also organises and automates a variety of business processes.
Learn more
Developed specifically for membership based and not-for-profit organisations, Upbeat is a powerful end-to-end solution that encompasses event management, finance, subscriptions, accreditation, membership management, and sales and marketing. Upbeat's comprehensive functionality provides you with a 360-degree view of all your organisation's processes while streamlining and automating a range of manual tasks.
Learn more
Harness the power of your data with a market leader in business intelligence solutions. Power BI is an easy to use reporting and analytics tool that lets you find, visualise, and analyse data; make new discoveries; and collaborate in intuitive new ways. It’s a self-service reporting tool that your people can quickly adapt to.
Learn more