Membership Management solution for Dynamics CRM 2013

Discussion in 'Microsoft Dynamics 365' started by bsdinsight, May 13, 2014.

  1. bsdinsight

    bsdinsight Well-Known Member

    The FocusLive Membership Management solution offers a series of tools to plan, monitor, visualize, report and invoice subscriptions .

    All this makes the job easier for sales, marketing, service and back office users.

    With a flexible matrix structure of billing plans, your business roles can be defined with in a seconds. Combination of fee parameters , dynamics start and end dates , define the subscription amount according to fix amount or calculation and more options coming out of the box to make sure your billings plans can be defined with using configuration form and not code.

    Configure billing plans to suit your organization; annually, quarterly, monthly or any other time period, fully or pro rata. The ability to create flexible billing plans easily, insure short time to market for your FocusLive Membership Management implementation.

    Features:
    1. Track your members – Companies or Individuals – detailed activity history.
    2. Subscriptions management.
    3. Renewals Process.
    4. Flexible matrix structure of billing plans.
    5. Planned Payments.
    6. Committees with board , functions , agenda and meeting plans.
    7. Benefits - Assign benefits according to pre-defined condition to pre-defined period.
    8. Events - track dates, budget, participates, sessions, locations and more!
    7455.Membership Management 2.png
     
  2. Loading...


Share This Page