Create a trackable constituent experience in just 4 weeks

Improve your customer service with a structured and centralized process for all constituent and member support services and requests.

Implement in 4 weeks with 30 days post go-live support. The Member Service Accelerator is a great fit for organizations looking to adopt a solution quickly, and to streamline support with trackable experience.

Centralize resources for improved service in less time

Traceability

Operate more efficiently across multiple branches. Standardize processes and workflows throughout each stage of requests from inquiry to resolution. No more managing requests through emails and spreadsheets.

Improve Time-to-Resolution

Collect and route customer inquiries to the right people, and assign tasks for completion across branches, roles or departments.

Prioritize Urgent Requests

Ensure the most important or urgent requests are prioritized and assigned immediately.

Enhance Security with Forms

Reduce cyber and phishing vulnerabilities by eliminating the need to publish e-mail addresses online.

Bring data into your decision-making

Prioritize Urgent Requests

Ensure the most important or urgent requests are prioritized and assigned immediately.

Real-time reports and metrics

Gain complete visibility into resources and time spent on resolving requests and inquiries.

Deflect future cases and enquiries

Track, report, and analyze common trends to find opportunities for improvement in support and deflect future inquiries.

"...We’re managing customer requests more efficiently and effectively. Our leadership team has gained clearer visibility to the volume and types of requests that our customers have and our teams are addressing. With that, we can better manage and identify opportunities for improvements.”

Michele Chambers, Marcus Jewish Community Center of Atlanta

Why now?

Your case tracking is nonexistent, or managed in email and spreadsheets

Decentralized teams struggle with consistent levels of customer service management and experience

Your leadership team lacks visibility into resources and time spent on resolving requests and inquiries

All tracking, reporting and follow-up communication is manual

Why You Need a CRM for Customer Service and Support

Hint: To keep everyone happy! Also, because you have too much to do and not enough people to do it. This is especially true post-pandemic for many organizations that are operating much leaner than before. Here are three examples of how a CRM (Customer Relationship Management) tool can set your organization up for success in creating a positive member and customer support experience.

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Kick start your goal to improve your customer support management

In just 4 weeks we'll conduct a business process review, configuration, testing, and be ready for go-live with support.

If you'd like to learn more about our solution, or want a closer look with a demo, let us know.

Support your community

Support your community and improve member satisfaction with timely response.

Actionable data

Track case sources with real-time reports and validate opportunities for customer improvement.

Set the stage for success

Establish a strong foundation of processes to support your operations as they scale.