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


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



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)

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