ProTech/Society for Endocrinology case study:
'Case Study: ProTech Ensures Society for Endocrinology Takes Full Advantage of CRM'
Upgrade to ProTech’s highly secure integrated web and CRM platform supports the Society’s complex multi-organisational membership needs, marketing and communications activity, improves member engagement and self service capabilities
"The upgrade to the new CRM platform has been a learning curve for all of us but we have continued to have a good relationship with ProTech at all levels of the organisation. The entire ProTech team has worked, and continues to work, very closely with us throughout the project and has been very responsive to all of our requests for assistance..",
Deanne Nicholls, CRM Systems Manager for the Society
About the Society for Endocrinology:
The Society for Endocrinology (the Society) is a UK-based membership organisation representing a global community of scientists, clinicians and nurses who work with hormones. Since 1946, it has been a leading voice of endocrinology worldwide and aims to improve public health by advancing scientific and clinical endocrine education and research. The Society seeks to serve the public interest by engaging patients, policy-makers, educators and the public with hormone science.
Bioscientifica is the Society’s commercial subsidiary and not only manages the Society’s membership requirements, it also administers association management services for clients operating in similar fields.
Challenges faced by the Society for Endocrinology:
The Society first deployed a ProTech software solution over ten years ago, when it was the only provider able to meet the Society’s and Bioscientifica’s complex multi-organisational membership requirements.
The Society’s requirements have now evolved and it needed a secure, scalable CRM solution that would:
- continue to handle its multi-organisational requirement.
- support its growing marketing and communications activity.
- provide an overview of members, their journeys and engagement with the Society and with Bioscientifica’s client organisations.
- integrate with the Society’s back office systems
Having recognised its need for a specialist CRM solution the Society conducted a high-level market appraisal
Why the Society for Endocrinology chose ProTech:
The Society took the decision to appoint ProTech as its preferred CRM provider as it already had an established successful relationship with the ProTech team.
This existing relationship meant that an upgrade to ProTech’s highly secure Government ‘OFFICIAL’ security accredited integrated web and CRM platform, specifically designed for the NFP sector, presented a lower risk and was more cost effective than a full system replacement.
ProTech’s Pro-8™ specialist CRM software combined with ProTech’s web services, met the Society’s specific CRM requirements.
Pro-8 provided the easily configurable specialist NFP modules the Society required:
- Membership & Subscriptions
- Marketing & Campaigns
- Sales Ledger.
ProTech’s specialist NFP modules, delivered in a single application, have workflow, process automation and reporting capability at their core. Learning & Education Management, CPD, Event Management, Annual Appeal and Fundraising modules are also available within Pro-8.
Establish CRM best practice
ProTech’s integrated web and CRM platform has allowed the Society to address issues of data quality, identify efficiencies and establish CRM best practice.
User defined data (UDD)
Particularly important to the Society was Pro-8’s ability, unlike other providers, to offer flexible UDD enabling users to add fields allowing specific additional data to be easily and securely captured.
Simple to use record relationship functionality
Pro-8 also enables the Society to benefit from its record relationship functionality which provides users with a graphical view of past, current and future relationships between records.
Whilst this is a feature of many CRM systems, Pro-8 offers users a high level of sophistication whilst maintaining simplicity of use.
Optimised websites, improved self-service capabilities
Utilising ProTech’s web services (300+ open APIs) it has been possible to optimise the performance of the Society and Bioscientifica websites and to offer improved self-service capabilities for members.
Increased member engagement
The Society will now be able to improve and better record communication with its members and track their journeys within organisations, helping to increase member retention and highlight potential opportunities for member recruitment.
Accurate and timely reporting leading to increased efficiencies
ProTech’s CRM platform has driven changes in business processes that will deliver more accurate and timely reporting across the Society and Bioscientifica’s client organisations. Increased efficiencies will save both time and money in the long term.
Achieve maximum benefits of ProTech’s CRM solution
To accelerate ongoing development of the Society’s CRM solution and to ensure it continues to achieve the maximum benefits ProTech’s CRM platform delivers, the Society created a key new role within the organisation, that of CRM Systems Manager.
The Society plans to extend the use of Pro-8 to integrate contact information from its and Bioscientifica’s other activities in sales, publishing and events to allow the identification of further business prospects, manage the sales pipeline and drive further integration with its existing finance system.
For more information contact: firstname.lastname@example.org
BACK TO INSIGHTS
Sign up to our newsletter and brochureContinue to learn more about ProTech’s lastest news, insights, software updates and forth coming releases. Sign up for our newsletter and request a brochure. SIGN UP HERE
Transforming The Operational Efficiency Of Your NFP.... The VerdictAssociation News' Editor Michael Hoare's report on ProTech Seminar Day
Successful ProTech Seminar Helps NFP Professionals Increase Member Engagement and Transform Operational Efficiency
Top 10 Tips for Improving Member RetentionOn average it costs an organisation 7-10 times more to acquire a new member than it does to hold on to an existing one...
Looking for new ways of engaging with your members and transforming the operational efficiency of your NFP?
ProTech/Society for Endocrinology case study:
ProTech ensures Society for Endocrinology takes full advantage of CRM
Anyone able to remember a new 600 digit password every month?Security professionals should be helping employees to make "sensible informed evidence based decisions" about data protection
How can you harness your data to improve your learners experience?It's not just about 'big' or 'little' data it's what you do with your data that matters!
Breaking the mould in the tech industry can be a challengeProTech COO, Jenny Parsons (McTiernan), interviewed for Compare the Cloud and Disruptive Tech TV's Women in Technology web series.
ProTech at TechSmart 2016ProTech participate in Hart Square's first ever TechSmart conference as lead sponsor.
ProTech Announces CRM Security Accreditation
ProTech’s COO, Jenny McTiernan, officially announces CRM Security Accreditation.
Overcoming Key Learning & Qualification Challenges is Not Rocket Science!The November Memberwise Blog features Nitin Thakrar, Director of eLearning studios.
Lean3s - taking an 'outside-in' view of your organisation - Part TwoCan you identify with the findings of Part two of a ProTech Lean3S case study conducted with a UK professional body?
Cloud Pro covers why The Society for Endocrinology Chose ProTechRead more in the news article in Cloud Pro
ProTech/Chartered IIA Case Study:ProTech's CRM technology platform supports the Chartered Institute Of Internal Auditors' member service strategy
Lean3S - taking an 'outside-in' view of your organisation - Part One
Can you identify with the findings of Part One of a ProTech Lean3S case study conducted with a UK professional body?