Membership Portals: Enhance your services and increase subscribers


A membership web portal is a powerful online facility that enables an organisation to manage individuals who are interested in their services. Using the functionality of Dynamics 365 web portals, we can setup a customised and branded online solution.

Subscribed members can sign up to events, training programmes, receive exclusive insights and resources related to their profession and sector. Naturally, not all members are the same so we design the web portal so that they receive only relevant information.

What are some of the features?


Many large organisations that need membership portals usually have numerous other systems such as data Integration and monitoring, customer relationship management software and other business tools. With our web portal, you can streamline many of those processes into one central system with Dynamics 365 which can handle all of this for you. Our solution provides quote management, membership fee calculations and accept payments by integrating SAGE Pay, PayPal, WorldPay seamlessly.

Each event that members attend is different, so we’ve recognised this by enabling administrative users to create sub-events, which can each be at different venues, dates and sell tiered ticket prices for full and non-members.

Administrative users can also produce reports so they can check who’s coming, view dietary requirements and manage seat allocation. This could be used on the day so they can ensure their event is organised and running smoothly. Additionally, discount codes for groups or individual members can be created to help promote an event or training programme so you can increase sales whilst members can reap the benefits of paying a membership subscription.

Guest speakers with full biographies can be added to events which can then be surfaced on the web portal which can be used to help sell an event. This information can be managed in Dynamics 365. Members with the correct rights can also book other members on their behalf so companies can arrange to go together and can be organised efficiently.

With the contact database stored in Dynamics 365, your organisation can write your own e-mails and newsletters or choose from a range of professionally designed templates. You can also manage your contact database so you can attach users to smaller lists, allowing you to send out highly targeted e-mail campaigns, leading to higher membership engagement.



What are the benefits?


Having a central online membership system provides you with a facility that lets you be closer to your customers. Rather than having to manage customer information, venues and events across different files in various locations you can have a secure, streamlined solution that has complex access rights.

When Non-members can see the benefits that full members have on your web portal, they’ll be encouraged to join up, leading to an increase in sales. Our web portals are customised to your branding specifications so that users have a coherent customer journey and improved user-experience. 

Contact us today to find out how the Portal Company can create a custom partner portal for your company with Microsoft Dynamics 365 CRM that engages your partners and sets them up for success.

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