Cdc Gomembers On Demand Brochure
Managing with ease
Managing with ease
All organizations, no matter what size or type, need a management solution that can track members, manage financials and report on the progress of the organization.
gomembers On Demand is designed to automate and simplify key aspects of not-for-profit management, including membership, events, services, communications, financials and more!
Our total On Demand solution is made of three parts:
Back Office: an all-in-one association management solution
Integrated Web Modules: build your own member-interactive web modules fully integrated with the Back Office and easily embed in your current website
Website Solution: all-encompassing Content Management System (CMS), that will give you modern design, flexible layouts and built-in content editor to make maintaining and updating easy.'
The Back Office
Track membership, participation and orders
Time-stamped communication history
Manage sales and marketing from start to finish
Centralized finances
Reporting and Analytics
Member Relationship Management
A key component to managing a relationship with a member is tracking the relationship over time. In gomembers On Demand Back Office you can store complete histories of all member activity, including event attendance, purchases/transactions, dues, advertising, donations, and education. By storing all historical records of a member your staff can quickly search and pull up account information to make changes or add more history into the record.
Store all communication activities in a time-stamped contact historyincluding e-mail, phone conversations, meeting notes, etc. That means gaining an accurate timeline on the last time you contacted the member and how frequently you are communicating with them.
Not only track a company or an individual person, but track legislators, boards, groups and committees all within one solution. Create advance searches and querying for custom list building to better target your constituents needs and trends that may be occurring in your industry. Have the ability to track as much information as your organization needs with unlimited custom fields for companies and people.
If visiting a member, access maps and driving directions with a single click. Create mailing labels easily in Microsoft Word with a single click. Create letter, badge, ticket and other templates that are available with one-click to generate personalized communications and documents..
Member Services
Serving your members or constituents is the most important part of an organization. With a strong member base, organizations can make major progress in their respective interest or industry. Create Task Reporting, which will keep the total of your work you are doing for your members. Be able to filter the Task Report to track in detail what you are working on (e.g. education, legislation, events, compliance, member inquiry, prospecting, etc.)
Set-up reminders on tasks and follow-ups with members and prospective members or assign someone else on your staff the task to follow up. And if you need to, track and document billable time through activity management or time tracking.
Sales and Marketing Management
Manage any sales or marketing effort from beginning to end. Manage and identify new member efforts including contact, campaigns, communications and follow-ups. Create forecast and revenue reports including sales by employee or by product. Track and report on which efforts have caused new membership or had a strong renewal rate.
Manage your advertising channels, from layout and ad placement details, to pulling reports to see who advertised last year and which forms of advertising are more appealing than others.
Entice members and non-members by offering discounts either on first time membership or special rates just for members. Manage all product merchandise sales.
Purchases, Invoicing and Receivables
Gain control over your organizations finances by centralizing all billing and purchase information in one system. Automatically create partial payments for batch invoicing, customer invoicing, or new invoices. Then as payments come in, record by the account, check or credit card. CDC
Combine the Back Office with Integrated Web Modules for online forms and eCommerce, which gives you an extra way to create revenue and offer your services; then export to a third party accounting software system like Quickbooks.
Utilize the accounts receivable reporting by deposit details, by date and date range, transaction histories, revenue by item or activity, revenue generated by company or person, aging receivable reports.
Analytics and Reports
Choose from over 30 pre-defined, single-click, reports, or hundreds of flexible reports and custom reporting options to show the progress of renewals, registrations, purchases, continuing education and more.When creating a new report choose:
Any associated fields for both companies and people
Choose which fields to view
Drop down filters and date ranges
Whether you need information on accounts receivable, events details or member prospecting, create reportsand export them to share with others.
Integrated Web Modules
Build online registration pages
Offer products and services through your website
Offer an Online Member Directory
Add an extra level of organization and management by integrating Web Modules to Back Office. These modules can either be added to an existing website or one that you develop with gomembers CMS (Content Management System).
Build online registration
Create a better online registration experience with the Form Builder web module that lets your attendees register online, make payments online and receive email confirmations once they have registered.
The Form Builder is an easy-to-use web module that creates and posts an unlimited number of forms, with no code knowledge required. When building a form:
Specify required fields
Create unlimited products, items and categories
Set specific pricing for members and nonmembers
Add sales tax and/or shipping charges
Automate all online payments when building a form including: event registrations, dues, products or services. Give your registrant payment options by letting them choose between paying by credit card or Bill Me option that allows registrants to be invoiced for online purchases, all through payment gateway interaction via Authorize.net. Merchant Account set-up services are also available.
Once a registrant completes the online payment have automatic confirmation e-mails and receipts sent to them while the registrant authentication and Back Office data is validated.
Online Member Directory
Provide a custom online directory that is fully-integrated with the Back Office database, this eliminates managing your directory data in multiple places. Display an unlimited number of contacts within your directory and choose what information you would like to display including:
Uploading company logo or personal profile photo
Including a company description or personal bio
Type of membership such as: affiliate, associate, individual or corporate members
Customized fields: contact information, web address, industry, location, products, services, etc.
Not only choose what is shown in the member directory but also organize and customize directory searches to make it easy for someone to find the information they are looking for.
Member Profile and Account Manager
Make your members web experience more interactive by giving them a unique members-only area on your website. Once logged in they can update their profile, account and other specific contact information, view purchase/order history, and membership status.
While updating or purchasing an item on your website the information is automatically updates to the Back Office database to keep accurate and updated information on each member.
If you would like your staff to have more control on updating certain information customize which fields are editable and which the member can just view.
Dynamic Clearinghouse feature allows staff members to view and override changes if necessary and match new records with existing records in the Back Office to prevent duplicates.
All branding, informational fields and instructional fields are completely customizable by authorized staff.
Website Solution
Upload documents
Create a members-only section
Brand site with proper colors
Choose professional website templates
CDC Software offers a powerful and effective Content Management System (CMS) that will give you better control over your entire website. CMS provides a web-based solution to create, edit, manage and publish web content. Role-based access allows you to control user permissions to see and edit content.
Create consistent branding with your website by choosing skins with a standard color scheme and implementing modules, custom images (headings and banners) and standardized documents. If your organization has a specific color scheme, then customize your template with the exact colors.
CDC Softwares CMS System comes with seven core modules that will help get your website off the ground or updated to a modern look and feel. The standard modules are:
Text/HTML
Text/HTML has a broad set uses and applications and is an important tool for creating a great website. This will give you the ability to publish articles containing text, rich graphics and images.
Documents
Upload documents into a list that your users can view or download. This will make your standards, minutes from meetings or annual reports more accessible to your members. You can also track and log edits as an add-on.
Events Calendar
Get the word out about your events by displaying them as a link in a monthly or weekly calendar, or a list in chronological order. Each event includes a title, text description and date. Display of an image and the event time is optional. Each event can be set to automatically expire on a particular date, or re-occur by any specified number of days, weeks, months or years. Link these dynamically to the on-line registration pages created with the Web Module.
Forum
Allow your users to hold online discussions and post user-generated content, building bonds with each other around discussion topics. Manage multiple forums which can be organized into groups. Each forum post includes a subject title and simple-text content. Posts can occur immediately or await a moderators approval and/or editing. Forums can be searched by users, with filters for dates, authors and forum.
Announcements/New
Display a list of announcements. Each announcement includes a title and a rich text description. Announcements are arranged by their publish date by default.
Optional fields: an image, date of publication and a Read More link
Announcements settings: the modules settings page includes a template editor which allows the Administrators to modify the styles, layout and content displayed for each announcement. The number of days history can be set here, as can the length of the description used in search results and RSS feeds.
News Feed
Display news feeds on your portal. A news feed is a dynamically generated list of news items; each containing a title with a link to read more, and a brief description of the news item. RSS is an acronym for Really Simple Syndication.(where do you refer to this? this looks like you are explaining what it is but dont see a reference)
Members Only with Single Sign
Allow any module or page to be restricted to groups of users you choose, such as members, board members, committee members, etc. You control the content that each group of users has access to. When installed and used with your CDC Software solution, the single sign-on capability allows one user ID and password to manage access to website content, manage-my-profile, and eCommerce modules. It also can be configured to automatically control access to website content based on the profile and current status of the users activity history. Duplicate descriptions?
Make your website unique
The standard package of modules is just the start of what you can do with your organizations website. Choose add-ons that will make your website even more robust. Commonly used add-on modules include:
Blog
Banner Advertisement
Wiki
Survey
Job Postings
Your organizations website is not limited to just these core modules. Our CMS is built using DotNetNuke (DNN) the most popular CMS development platform and this means you have access to a world-wide network of developers and modules that we can integrate or implement right into your CDC Software CMS website to make it one of a kind!
by: gomembers
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