Centralized Member Management and Course Administration
Angestellte Schweiz
Verbände & Non-Profit
6-9 Monate
3-4 Personen
Angestellte Schweiz is an employee association that represents members and member organizations. In addition to legal advice, it offers an extensive range of courses and continuing education programs and supports its members on a wide variety of work-related topics.
The management of memberships, course registrations, invoices, and marketing activities was characterized by various separate systems. To simplify processes, improve the member experience, and meet the demands of digitalization, a centralized solution was necessary.
With the Microsoft Power Platform and Dynamics CRM, all core processes were unified in one environment. Memberships and organizations are centrally managed, invoices are created via an ERP interface, marketing campaigns and newsletters are controlled via Dynamics Customer Insights, and course registrations are recorded directly in the CRM. Feedback after courses is also collected and evaluated using the integrated Customer Voice tool.
The solution includes: • Centralized member and organization management • Integration with ERP for automated invoicing • Marketing automation with Dynamics Customer Insights • Course management and registration processes • Feedback system with Customer Voice
Significantly increased efficiency of member management
More transparent processes
More professional communication
Service quality sustainably improved through automated feedback loops
Simplified course organization and administration
"With the new solution, we have taken our member management and course organization to a new level. Processes that previously required a lot of time and manual work now run smoothly and efficiently. We particularly appreciate the transparency and close integration of CRM, ERP, and marketing. This allows us to offer our members even better service while significantly simplifying our internal workflows."
Claudia Buchheimer
Head of Member Services, Quality Management & CRM, Angestellte Schweiz
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