DigitalNow: Association Leadership in the Digital Age

Since its founding in 1984, Protech Associates, Inc. has been a leader in developing and implementing superior membership management software exclusively for the association industry. Powered by a staff of highly trained Microsoft Certified professionals with extensive knowledge about and experience working with associations, Protech understands associations’ unique business and technology needs.

A Microsoft Gold Certified Partner and Independent Software Vendor, Protech delivers an association solution built on the most innovative, state-of-the-art Microsoft technology.

A Complete Solution

Together, Protech CRM for Members, CRM for Members Web Portal, and Microsoft Dynamics CRM comprise A Complete Microsoft Solution for Associations. This complete solution includes integration with your organization’s financial application, providing you with a single, completely integrated system that handles every aspect of your membership management.

Protech CRM for Members, seamlessly delivered within Microsoft Dynamics™ CRM, provides comprehensive member management functionality, including automated dues billing; roster and committee management; and meeting and event management. CRM for Members increases internal efficiencies by streamlining your business processes and automating workflows to fulfill your association’s specific needs.

CRM for Members delivers centralized activity management, intuitive navigation, and single-click access to important member data. Immediate access to member information empowers your staff to provide top-notch service to your members. And because CRM for Members is a Microsoft-based solution, it integrates with the Microsoft Office tools your staff likely already uses. That means faster adoption by your team, a greatly reduced learning curve, and lower costs of training.

CRM for Members is easy to install, fully integrated, easy to customize, and highly secure. Since CRM for Members is the first association application developed completely in Microsoft .NET, you’ll obtain a rich environment for customizations which carry forward with upgrades, ensuring a predictable migration path and technology roadmap. And best of all, you can configure your solution and make changes on your own, eliminating the time and expense associated with engaging outside programmers.

Customer Success Story

Kappa Delta Pi, an international honor society in education, came to Protech looking for a membership solution that would help them integrate their disparate databases. The lack of a single, integrated system caused the society challenges in convincing its members to renew their memberships. The organization was not able to sufficiently demonstrate the value of membership in the society, and could not adequately track members’ participation in the society and its chapters.

Solution

Kappa Delta Pi implemented Protech CRM for Members, built and delivered within Microsoft Dynamics CRM.

The Chapter Management module in Protech CRM for Members helps KDP track its members’ activities, and having a single, integrated system means KDP can now easily track members’ participation in the society and its chapters. Being able to demonstrate the value of membership in the society makes it easier to convince members to renew their memberships, and to encourage members to participate more fully. KDP also integrated CRM for Members with accounting solution, streamlining dues billing and invoicing, and providing a 360º view of members’ activities and financial transactions.

Benefits

CRM for Members gives Kappa Delta Pi the organization-wide access they desire, allowing staff members to quickly and easily access and update member information within an entirely integrated membership management system. And with CRM for Members Web Portal, members can take ownership of their own records, adding and updating their information when it’s convenient for them. The integration between their website and database means that Kappa Delta Pi staff members will no longer have to spend hours re-entering member information, allowing them more time to focus on important strategic activities.