Member Management Software and Consulting Services

Endeavour365 for Member Management

We're here to help your Membership Management team succeed.

Endeavour Solutions Inc. is a Canadian consulting firm and has been working with Microsoft Dynamics 365 CRM for over a decade to advise and help progressive clients improve their service efficiency, member management and overall performance.

Endeavour for CRM

  • Microsoft Gold partner
  • Strong values
  • Across Canada and USA
  • Talented team
  • Highly reference-able
  • Great support

Endeavour365 Member Management "Business-in-a-box"

One of the biggest challenges Leaders face when implementing a new CRM is knowing where to start, and how to configure the system to get the most out of their investment. Endeavour has built Endeavour365 Member Management "Business-in-a-box" to solve these problems. The Endeavour365 "Business-in-a-Box", is an Endeavour bundle of IP and Services for the rapid CRM deployment and configuration of Microsoft Dynamics 365 for Customer Service.

Endeavour recommends Member Management "Business-in-a-box" as the initial step within a “crawl – walk – run” approach to adopting your new CRM system.

  • Optimize Membership Management and Renewals
  • Foster team-based services
  • Manage events and sponsors
  • Coordinate volunteers
  • Deliver a stronger Member Experience
Dynamics 365 Sales Dashboard

Fixed price quotes available

+ Plus monthly CRM subscription of Microsoft Dynamics 365 Customer Service

  • Fixed-price CRM deployment
  • Security and user setup
  • Optimized Member Management, Event Managment and Case Management
    • Fields & functions worth adopting
    • Office 365 Outlook integration
  • Half-day kick-off meeting
    • Validation of deployment
  • Advanced functions available for a full 360-View

Includes Member Management

  • Manage membership renewals and other fees
  • Coordinate and schedule volunteers
  • Track key tasks and activities
  • Create and monitor leadership dashboards with top 10 doners, sponsors, renewals and other KPI
  • Individual reps can have their own dashboards to monitor their personal vs team performance
  • Connect with Microsoft PowerBI for even greater business analytics and data visualizations

Is Microsoft CRM for Member Management the right fit for you?

  • Majority of core functions are "out of the box"
  • Off the shelf systems require heavy customization and configuration. A personalized Dynamics 365 system may fit just as well, and at a lower monthly fee
  • Broad resource pool of Microsoft Dynamics 365 consultants, professionals and support companies
  • Microsoft hosting in CANADA on a Canadian-only server
  • Regulatory compliance for Provincial Act, State Law or self regulating bodies:
    • College of Physicians
    • College of Surgeons
    • College of Dentistry
    • College of Chiropractic
    • Nursing
    • Other medical professions
    • Trade associations
    • Accounting association
    • Human Resources association
    • Electrical trades
    • Other trade associations

Popular Member Management CRM software functions

  • Contact Management
  • Member contact information, certifications, cases, renewals, payment history
  • Track individual practices, licensing and business operations
  • Committee Management
  • Manage committees, board members and working groups
  • Segment and initial committee level communications
  • Inbound and outbound member communications
  • E-mail tracking within Microsoft Outlook and via Microsoft Exchange and Office 365
  • Tracking of all correspondence
  • Issue resolution and case management
  • Track complaints, infractions, and other issues
  • Build and maintain a knowledge base of issue resolutions
  • Financial Systems Integration
  • Link to financial systems for payment processing, renewals and statement of account
  • Organization-wide access to reporting
  • Self-Serve Portals
  • Allow for external access for renews, payments, inquiries, membership status, contact information
  • Analysis and Reporting
  • Dashboards, KPI metrics, 360 degree view, ad-hoc analysis, performance reports"

Fall 2020 Promotion - 4 months free with 12-month subscription.
Microsoft Dynamics 365 Customer Service Professional. 
Contact Endeavour

Microsoft Dynamics 365 Member Management Software Canada Price

Buy Dynamics 365 Today1-888-257-3577

List price for Microsoft Dynamics 365 Customer Service Canada, as used for Member Management is as follows.  Contact Endeavour to qualify for special offers and volume-based pricing.  See Microsoft Canada

2020 - Microsoft Canada Pricing - Monthly Subscription
Microsoft Dynamics Customer Service Enterprise - $121.60 / month / named user
Microsoft Dynamics Customer Service Professional - $64.00 / month / named user
Microsoft Dynamics Customer Service Team Member - $10.20 / month / named user
Microsoft Dynamics Project Service Automation (PSA) - $121.60 / month / named user
Microsoft PowerBI Pro - $12.00 / month / named user

CRM Training and Support

Why choose Endeavour Solutions as your Canadian Microsoft CRM Partner?

User adoption is the single biggest "litmus test" for a successful CRM implementation.
If your team only views your system as as something "extra" and not as a "valuable enabler" your CRM software wasn't designed or implemented in an optimal way. Lower user adoption can be caused by a variety of factors.  Let's talk about Best Practices for CRM implementations and upgrades.

Endeavour's CRM consultants are here to help you identify ways to mitigate risks and improve adoption - resulting in improved performance.  Endeavour's CRM HealthCheck can be a great complement to your current efforts, providing an external viewpoint and best practices in building-out your a CRM strategy and adoption tactics.  Our Advisory Services include Change Management, Project Management, CRM roadmaps and CRM training.

Extend your Membership Management CRM with Marketing Automation

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