Built on Salesforce, the world’s leading cloud platform, Traction Rec simplifies the membership sales and validation process for your constituents, staff and administrators by defining customized memberships and automating processes.
Easy Workflow for Front Line Staff
New Member Management
Track membership leads, customer interations and conversion rates through the sales process and stages with integrated web forms, and automated communications.
Create interest-dependent plans for new members with assigned and scheduled on-boarding tasks, paperless contracts and waivers, and targeted communications.
Process Amendments Easily
Freeze/Unfreeze memberships, cancel, or transfer membership to another type. Add a member or include add-on(s) to existing memberships.
Complete Control of Business Processes For Admin Staff
Custom Sales Configuration
Define membership categories and types (perpetual, term, guest pass, punch passes) with add-ons for other products and services through dynamic and paperless enrolment processes.
Pricing and Discounts
Define one-time and recurring fees, or assign automatically applied discounts for promotions.
Define Facility Access
Manage facility access by membership type, integrated with access control systems. Utilize scanning stations for group or 1:1 check-in with punch pass decrement.
Executive Vision of the Whole Member
360-Degree Constituent View
Gain complete visibility to the relationship individuals have with your community, whether member, donor, or volunteer, from a single constituent record.
Leverage amplified reporting on any area of the business, including monitoring membership counts (by type such as age) and facility usages.
Set up dashboards for each department with a simple drag-and-drop interface. Create customized dashboards for revenue reporting by GL accounts and various discounts. Define revenue recognition policies.
A Modern and Easy Member Experience
The integration capabilities of the Traction Rec platform extends to every mobile device connected with your organization. For both members and staff, interact and engage anytime, anywhere, on any device.
Easily review household transactions and upcoming payments with account statements, receipts and details organized by month.
Complete profile view
Members can manage household information from a single view, complete with enrolments, payment information, signed waivers and required documents.
Next Level Functionality with Best-in-Class Integrations
Strengthen your tech stack with thesebest-in-class integrations to help drive your association's membership management.
Send, sign, and simplify contracts and agreement processes.
Streamline Child Watch and Kids Club check-in.
Easy to use and robust funtionality for WhatsApp and SMS communications.
CUSTOMER SUCCESS STORY
Transforming the Member Experience
YMCA of the North Shore was seeking a unified and standardized lead process that was consistent and manageable across several locations. More than just a database of information, the Y needed a solution to better convert prospects into members, decrease administrative burden and support incoming members.
After optimizing its lead management workflows with Traction Rec, the YMCA has reinvented the way their organization manages leads and are averaging near 600 lead engagement tasks per month.
"...Salesforce with Traction Rec has allowed our team the platform with which we can ensure we’re connecting leads to the right staff and services, as well as prompting our team to complete key onboarding and 90-day retention efforts so our new members are supported and successful over their first three months at our Y.”
Gerald MacKillop, Jr., MBA, YMCA of the North Shore