Microsoft CRM for Associations

When you need a real CRM system for your sales staff or help desk – with features beyond what iMIS offers – ISG delivers a solution based on Microsoft CRM that is fully integrated with iMIS.

For association sales staff
Make it easier for your sales representatives to manage leads and opportunities, measure and forecast sales activity, track customer contacts, and automate the sales process—helping ensure a shorter sales cycle, higher close rates, and improved customer retention. With Microsoft CRM, your sales staff can:

Manage customer e-mail, appointments, tasks and contacts from a single business application.
Have a centralized, customizable view of your customer's preferences, relationships and activity history to better understand and meet their needs.
Spend more time with the right prospects.
Establish consistent follow-up processes and automate sales activities.
Shorten the sales cycle and improve win rates with lead and opportunity management, automated lead routing, and sales process management.
Keep sales prospects and customers informed of new product and service offerings.
Analyze sales performance and improve forecasting.

Read more about the features in Microsoft CRM 3.0 that help your sales staff become more productive.

For association member support staff
Improve member service by providing your support staff and help desk with the ability to track requests, manage support issues from contact through resolution, and deliver the consistent, efficient service that helps ensure member satisfaction.

Manage member issues and all support inquiries from a single business application.
Assign, manage, and resolve support incidents with automated routing, queuing and escalation of requests, along with case management, communications tracking and auto-response e-mail.
Improve first call resolution rates using a searchable, shared knowledge base of articles organized by category.
Proactively measure member satisfaction during each interaction to help ensure long-term loyalty.

Read more about the features in Microsoft CRM 3.0 that help your member support staff become more productive.

Fully integrated with iMIS
You already have a lot of the information your sales and support representatives need in iMIS, so ISG integrates Microsoft CRM with iMIS. This lets you gain the extra functionality you need to make your sales and support staff more efficient while making sure everyone has access to the right information and data is fully up-to-date everywhere.

If your association has unique needs that aren't fully met by either iMIS or Microsoft CRM, ISG consultants can develop a custom solution that provides the system you need to make your team as productive as possible.

Delivered in a SaaS model
ISG delivers Microsoft CRM in a Software as a Service (SaaS) model, where you subscribe to the software and access it over the Internet instead of installing and maintaining it on your own servers. The advantages of the SaaS model include:

Lower cost
Easier upgrades
Faster problem resolution
Better scalability