Membership CRM
The Challenge
FAAA faced challenges with an outdated Membership Management System that was difficult to manage and failed to deliver value to its members.
- Simplified Member Onboarding: Guided selection of membership products, term creation, renewal reminders, and handling complexities like grace periods and instalment options.
- Credentialing: Members could apply for credentials and access digital badges/certificates.
- Organisation-Level Memberships: Tailored options for professional practices, including corporate memberships, discounts, and bulk staff renewals.
- Integration with Systems: Seamless connections with LMS and event registration systems.
- Streamlined Renewals: Automated subscription renewals aligned with members’ career progress.
The Solution
A new Salesforce-based Membership Management System was implemented, offering a tailored portal for members and future members. Key features included:
Solution Components
- Salesforce Sales & Service Cloud
- Experience Cloud for Portal
- Salesforce CPQ for billing
The Results
The new system enhanced member satisfaction, streamlined operations, and improved the value offered to members. FAAA now delivers a modernised membership experience while simplifying staff workflows.
