W466: CRM for Membership Organizations – How Horizontal Platforms Deliver more Functionality and Dri

COURSE DESCRIPTION:

We will review the functionality and flexibility of horizontal CRM platforms for membership organizations, and highlight the advantages over vertical software options.

LEARNING OBJECTIVES:

Learn about how horizontal CRM platforms can extend your capabilities through:

• Platform vs. Product
○ Customizable solution vs. a vertical product

• Marketing capabilities
○ Marketing automation
○ Member Segmentation
○ Social Marketing

• Data Collection and Reporting
○ Surveys
○ Form Management

• Financial Connection
○ Visibility of ERP data
○ Automated processes

INSTRUCTORS: Anthony Verrecchia, Manager of CRM Professional Services, Cargas Systems; and Eric Gervase, Sales Manager, Cargas Systems; Troy Ewert, Information Technology Solutions Manager, Minnesota Automobile Dealers Association (MADA)