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Relationship Management
Coresoft offers over 30 modules specifically designed for membership organisations, associations and professional services providers. The nucleus of Coresoft is an advanced Customer Relationship Management (CRM) system, that provides a single view of your customers and members regardless of their current relationship with your organisation.
Coresoft can be used as a stand alone relationship management and subscription processing system or implemented as a fully integrated solution linking membership with event management, product and service sales, marketing, finance and your website.
An integration module can be implemented to connect to your existing financial system to capitalise on the investment you have already made.
Relationship Management modules include:
Member Database
The member management database consolidates all stakeholder and supplier contact information in a single interface. This means you can see the events, lists, special interest groups and marketing campaigns your members have participated in as well as your organisation's interactions with those members
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Contact Management
Accurate information is vital in today’s business environment, expectations of customer service have changed dramatically over the past few years. Clever business managers have learned to unleash the power that comes from knowing their customers well and using that knowledge to service them better.
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List Management
A great membership system needs a simple, effective way to extract information for post, email, marketing, reporting & analysis. Coresoft's List Management will empower users to do this, the simple and intuitive selection of extraction criteria can be based on any field in the Coresoft database. Easy to use, there are no complex queries or programming terms - just point and click. List Management is used extensively by all Coresoft applications for the selection and extraction of customer and contact data.
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Interaction Logging
People interact with your organisation every day. Each interaction is an opportunity to collect vital information such as:
- the nature of the services requested by members
- if the member's questions are being answered
- what services your members actually need
Interaction Logging gives you the power to manage these most elusive aspects of knowledge management, the power to substantiate opinion with fact and communicate the value given to members with the details of the services you provide.
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Committees & Special Interest Groups
One key requirement for your membership system is the ability to manage committees, working bodies, sub-committees and special interest groups. Coresoft Committees and Special Interest Groups module will help you deliver your members great service and give your organisation the tools it needs to target these individuals on any subject. Staff no longer need to manage information in separate databases, they can create their own personal sections of the database from within Coresoft.
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MS Outlook & Exchange Integration
Microsoft Outlook is the preferred tool for email and task management in most organisations. Coresoft applications integrate with Microsoft Outlook to provide a seamless transfer of information. Integration with MS Outlook brings together the information recorded on local PCs and portable devices with your membership database to form a centralised and comprehensive system.
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Document Management
Coresoft Document Management system is an electronic file management system, to store and retrieve any kind of electronic information, including MS Office documents, PDF, email and multi-media. The Document Management system is an integral part of Coresoft customer, CRM, marketing, web content management, events and training systems, therefore it greatly extends the effectiveness of these systems; integrating the capabilities of MS Office and Coresoft into one simple interface for your entire organisation.
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Workflow & Process Automation
Tasks resulting from your customers interacting with staff or through your website require a prompt response and consistent level of service. Coresoft Workflow solutions provide automation of response, alert, business communication and processing that is embedded in the core platform, saving time, removing repetitive actions and preventing errors or omissions. Websites offering 24 x 7 service must have key tasks automated as customers trade or interact with your organisation, expecting staff to service any requests manually is unnecessary and a poor use of valuable resources.
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