Review the presentation from the MemberWise TechInsight Day and find out how Millertech Solve Membership.

1. How does the Millertech
CRM solve membership for
you?
20/09/2022

2. Steven Shiels
Commercial Head of Product
Jenny Watkins
Commercial Director

3. What we’re going to be
covering today…
• Solving Membership
• Case Study - NASUWT
• Product Demonstration
• Why the Millertech CRM?
• Q&A
Agenda

4. Solving Membership
Digital Excellence Report 2021:
- Trend towards platform-based Solutions
coupled with growing dissatisfaction of
CRM.
- Argues that solutions should be called an
Association Management System rather
than CRM.

5. What does Solving Membership
mean to us?
To understand what a CRM should provide, we must first understand CRM:
“Denoting strategies and software that enable a company to
optimise its customer relations”

6. What does Solving Membership
mean to us?
A focus on the meaning of CRM in 2022:
“CRM includes ALL aspects in which a company interacts with
customers, but more commonly refers to the technology used to
manage these relationships”

7. Why is CRM important in the
context of Solving Membership?
Effective membership =
Measure Interaction Perception
Member
Acquisition
Member
Retention
Member
Participation
Member
Engagement
Member
Value
Member
Satisfaction

8. Value proposition - What
Matters…?
Training such as
different aspects of
planning, compiling
strategies such as
comms, QMS or RMS
Soft skills courses
such
as maximising time
management, how to
motivate stakeholders
who have time
restrictions
High quality
training/develop
ment for
members. Accre
ditation pathways
Networking – the ability
to share pain-points
and discuss with others,
find
out what worked, didn’t
work etc
Articles on
suggested software
and why it is
user-friendly
What would be really
great would be a
livechat service where
you could get help on
materials but also
some coaching when
you really need it
60% of respondents had not heard of The Institute

9. Value proposition round up
My idea of the
profession is at best
an aspiring amateur,
and therefore I would
like
a set of simple
proforma templates
which I can easily use
and populate
Being able to speak to
people in similar
situations, access to
people with more
experience, support
and materials
Practical, not
theoretical,
support
and advice
Support wise,
training and CPD
would be good
Community / peer
support and
Guidance around
best practice,
evolving thought
leadership
Templates,
frameworks,
guidelines (but very
practical guidelines)
are useful
46% of respondents ALREADY belonged to a professional
body

10. How do we go about Solving
Membership?
We understand the data challenge:
- Effective CRM is more than just
personal/operational data…. its behavioral
- Measuring member value requires behavioral data
and this is often sitting in silo’d solutions
- Effective reporting needs to link back to member
value and not business related KPI’s

11. How do we go about Solving
Membership?
Understanding the user challenge:
- The needs of an executive team are very different to
the needs of a user base
- Ease of use vital
- Solving membership related user journeys
- Focus on customer experience and the analytics that
generates

12. NASUWT – Tips for
success
• Don’t take our word for it
• Dave Homer NASUWT discusses
supplier selection and product
tips

13. NASWUT – Tips for
success
How to develop project objectives for your membership
focused organisation
Key considerations when embarking on a technology
project
Selecting your CRM and digital partner
Quick tips for a successful CRM and digital project

14. Product Demonstration

15. Solving Membership
Fixed costs. Price certainty & control
- Pricing control
- Fixed long term costs
- Non-restrictive site licence
Credibility & experience with organisations of your size and sector
- Four decades of solutions for organisations just like you
- 6.5 million members
- 150 Organisations with 100's to 1,000,000's of members
Fit for your purpose
- Specialist product purpose-built for the sector
- Strong product-fit – faster to deploy
- Roadmap will grow with your organisation

16. About Millertech
Relentless innovation, exceptional
service and class-leading support.
Simplifying processes and improving member
engagement for trade unions and non-profits for 38 years
• Membership specialists
• Unparalleled track record in project delivery and customer
care
• Solution purpose-built to cater for the specific needs of the
membership customer
• Putting users at the heart of what we do

17. Value proposition round up
Cost certainty &
solutions that scale
Low risk implementation
timeline & plan
Purpose-built software
solutions & services
Greater flexibility due to
product control & ownership
Benefit from ongoing
investment in Millertech CRM
Diverse & experienced
team (we’re growing!)

18. eBook resource
Claim your exclusive copy of our latest ebook
Boosting Retention: Strategies for Membership Organisations

19. Our latest webinars and seminars are On Demand
Catch up on our latest webinars
and seminars On Demand:
https://www.millertech.co.uk/categor
y/on-demand/