Get end-to-end control of your membership process
Truly understand your members, improve the employee experience and increase customer engagement.
Self-service enablement for your constituents
- Access Traction Rec anywhere and anytime through the self-serve and mobile-compatible platform.
- Members can manage household information from a single view, complete with enrolments, payment information, signed waivers and required documents.
- Easily review household transactions and upcoming payments with account statements, receipts and details organized by month.
- Access Traction Rec anywhere and anytime through the self-serve and mobile-compatible platform.
CUSTOMER SUCCESS STORYTransforming 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.
Take your reports to the next level
With real-time data feeding into the Traction Rec system you can build reports on any area of the business.
Set up dashboards for each department with our simple drag-and-drop interface and assign each one as a home screen for specific staff members. Jump from each dashboard into detailed reports with a single click.
Know your whole community with a real-time overview of all the ways constituents interact with you.
Mobile ready
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.
Actionable data
With powerful data insights, enable higher conversion of services to target members with relevant programing, offers and communications.
Community of support
Engage with a global, nonprofit community of Salesforce customers, and learn from peers to build your network and skills within Community Groups and The Power of Us Hub.
