CRM and the Customer Portal


How associations as well as any organization can leverage an online self-service portal with their Microsoft Dynamics CRM

In recent years, organizations (in particular associations), have discovered the power of customer relationship management (CRM) platforms. Most associations now want an association management solution (AMS) built on an industry leading CRM platform. Robust platforms such as Microsoft Dynamics® CRM enable associations to make smarter decisions and improve member management. But, associations shouldn’t have all the fun. AllowMembersEngageThe association’s members want access to the very same data so they can update their own profiles, sign up for meetings online and pay for dues online—all on their own.

Allowing members to dictate their own engagement with the association greatly improves the overall member experience.

But, how can you enable your members to engage online? The answer is a feature-rich member self-service portal.

Read the rest of the article on will.i.crm:  How can an association use CRM with a self-service portal?

(originally posted on


About crmBright

Bright and innovative solutions based on Microsoft Dynamics CRM Online.
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