Truly understand your members, improve the employee experience and increase customer engagement.
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.
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.
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.
Leverage amplified reporting on any area of the business, including monitoring membership counts (by type such as age) and facility usages.
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.
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 these best-in-class integrations to help drive your association's membership management.
CUSTOMER SUCCESS STORY
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.”
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Facility Booking and Rental
Member Service Accelerator