What is a CRM?
A CRM has a lot in common with a professional associations or regulatory bodies. When we think of a CRM, however, we tend to think of a commercial application rather than a regulatory body.
CRM stands for Customer Relationship Management.
CRM, more concretely, helps regulatory bodies organize all of their client data in order to effectively automate the actions that arise from the customer information. CRM is a combination of tools and processes that allow you to manage your customers more precisely and take actions that make your interactions more productive and long-lasting.
What role does a CRM play in professional associations and regulatory bodies?
Associations and regulatory bodies manage members rather than clients. So, how can a CRM be beneficial to an organization like this? It's actually pretty simple to substitute "client" with "member," if you think about it. Your members can, in fact, be treated with the same attention that a corporation would devote to its clientele. In exchange for joining your regulatory body, your members receive a service. As such, providing them with useful tools will increase your reputation and competence.
• Is it a hassle to renew your members every year?
• Do you have trouble determining how many active members your professional association or regulatory body has?
• Are you at a loss for words when it comes to describing your organization's admissions process?
• Do you have a system in place to track complaints?
Your association or organization most likely requires a CRM if you answered yes to at least one of these questions.
CRM will help you change your member communications for the better. For starters, CRM provides you with a summary of your membership via the member platform. This platform displays who your members are, their contact information, and the communications you have with them in real time.
The yearly renewal process also becomes particularly easy, thanks to this data centralization solution. The renewal is issued automatically on a set date based on your membership criteria through an automated process.
The adoption of a CRM within your regulatory body considerably facilitates communications with your members. You can keep your members updated about your organization's happenings by sending a periodic newsletter, and you can also track who opens and reads your newsletter. This allows you to adapt and optimize the content of the messages you send out on a regular basis.
When it comes to the management of a professional association or regulatory body, handling invoicing and accounting sometimes entails a slew of time-consuming duties. This issue is almost magically solved by a CRM. The managers of regulatory bodies frequently see the highest efficiency in the usage of a CRM at the accounting level, as invoices are delivered automatically based on your member's membership date. Your accounting is thus constantly up to date thanks to a CRM allowing you to set up automated invoice sending as well as reminders to members every 15 or 30 days, depending on your payment requirements.
To meet the standards of their field of competence, professional associations and regulatory bodies must establish a strong and thorough admission procedure. You may build up this procedure using a CRM by setting the admission and equivalency criteria. Renewal is made easier by automatically keeping and updating the membership roster. Even professional examinations of your members may be incorporated directly into your CRM's tree structure, letting you keep a closer look on their practice. These automatic procedures save you time as an association or regulatory body leader, allowing you to focus on what is truly important rather than redundant administrative tasks.
Because you have control over your organization's information, using a CRM ensures better practice monitoring. You may use the CRM to set up effective complaint management methods. Your data also provides you with an accurate picture of your organization's professional members' level of ethics and discipline. You can customize your activities to the requirements of your members by providing appropriate and timely continuing education since you have access to superior practice monitoring.
How do you choose the best CRM for your professional association or regulatory body?
To effectively use a CRM, you'll need some criteria to guide you in selecting the most optimal software for your organization.
First and foremost, you should learn more about the software's capabilities. For instance, can it send automated emails, is it able to track your website, is event planning a part of it, and does it allow you to optimize the admissions procedure?
These are just a few examples, but you may search for CRM software that meets all of the requirements that apply to your situation as a regulatory body.
Following the establishment of your list of needs, you may assess the prices and growth capacity of the CRM system that has been proposed to you based on market offers. Consider the expense of CRM software as an investment that will ensure your organization's professionalism and discipline. What you may deem as a cost in the short term will turn out to be one of your finest investments in the medium and long run.
However, you must ensure that the program is scalable to avoid wasting your money. CRM implementation is likely to increase your credibility in your professional sectors and expand the number of memberships since your reputation will precede you. As a result, the CRM must be able to accommodate a big number of users while also providing customization capabilities to allow it to adapt to your specific needs.
Lastly, the decision of a CRM for an association or a regulatory body inevitably entails simplicity of deployment and user assistance from your provider from a technical standpoint. Make sure you'll have access to an after-sales support if you have any queries or difficulties. Check the sort of data storage as well, as some companies offer local server storage, while others offer a cloud-based option.
What is Gestisoft's approach to assisting professional associations and regulatory bodies with CRM implementation?
At Gestisoft, we are experts in CRM and ERP. What sets us apart from other professional software suppliers, however, is that we understand your situation as the manager of a professional association or regulatory body.
That's why, for more than 12 years, we've decided to provide our clients with the sole solution for associations and regulatory bodies that can ensure the success of your professional transition.
Since we understand your business situation, we can assure you that Legio 365 satisfies all the criteria for a strong organizations aimed CRM.
Our solution allows you to adapt the modules according to the nature of your organization thanks to its appealing and user-friendly design. Legio 365 has nine modules to help you handle all aspects of your professional association's administrative life:
● Admission and revalidation
● Continuing education
● Practice monitoring
● Management of applications
● Discipline and ethics
● Management of complaints
Legio is also a member of the Microsoft family of companies. As a result, it's compatible with Outlook and Microsoft Office, allowing you to better manage and interact with your team. Legio 365 is the answer you need if you're looking for a management platform that can handle all of your email management, member satisfaction, billing, and mass marketing needs.
Legio is a new CRM system on the market, but it is the only one built specifically for regulatory bodies. You can take your organization's communications to the next level by collaborating with the experts at Gestisoft, while using a CRM to automate administrative chores can save you up to 75% of your time.
Contact one of our CRM specialists to learn how our software may suit your needs if you're searching for a sophisticated and reliable IT solution for managing your professional association or regulatory body.