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CRM or Membership o something else entirely???

by loradaexplora / May 28, 2013 9:24 PM PDT

I am looking for some management software but it needs to do some specific function and I am not sure what category they fall in.

It is for a consortium and we want to have a preferred providers (sort of membership) and affiliate membership which have different requirements. We want the software to have an application process that includes submitting documents (such as insurance) that will then trigger an email to tell them when it is running out and that it needs renewing if they want to continue contracting with us. It would be able to tell us at any time who is up to date and current with all docs etc.

Any ideas??

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All Answers

Best Answer chosen by loradaexplora

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Sounds like you have your specs ready.
by R. Proffitt Forum moderator / May 29, 2013 12:16 AM PDT

If you don't find an off the shelf solution you find yourself getting a web author or programmer to create your site.

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by loradaexplora / May 29, 2013 11:32 PM PDT

I think we are going to have to go down the bespoke route but I was wondering if there was a system already set up for this that we don't know about (we started with CRM, then by googling went to membership and just wonderded if there was something else!)

Would you recommend a web author or a programmer to meet our needs? (not a specific one, more which we should look for).

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After a little thought.
by R. Proffitt Forum moderator / May 29, 2013 11:44 PM PDT
In reply to: Thanks

The process you wrote about almost and I do mean almost sounds like an HR function. When you hire someone you may have to get them to fill out forms in a timely basis and you would need email or alerts that form such and such needs completion.

This is not as trivial as some imagine. For example, noted they trimmed the number of pages from 900 to 700 pages to make it easier to navigate. Yikes.

As to your other question, just like any of your current staff, you recruit and interview for the position.

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Thank you
by loradaexplora / May 30, 2013 6:36 PM PDT

Hi Bob,

Thank you, for all of this, I think I know where to go with it now, that HR function one does look really interesting.

Kind Regards

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