The foundation for the whole solution is built around the member. Information of the member's lifecycle is stored on the member record, hence giving a 360-view of all activities and agreements between the member and your organisation.
The solution uses the customer record to manage members and we will continue to refer to this term throughout the documentation on this site.
By using Netsuite's solid flow "lead to customer" we can maintain a great data management, and also optimize how we work with both sales and marketing using our CRM Accelerate package.
A key feature for member organisations is to manage both companies and individuals without the need for separate processes. Our solution covers important functions such as member applications, terminations and invoicing in the same way which makes it easy for users to obtain high service levels and consistent work.
Member Record - 360 view
When working with members we find it important to store and structure information in such way that it's easy to find and access in order to provide users with the ability to offer proffesional service when communicating with members. By accessing the member record you will, with just a few clicks, find data such as personal information, membership details, training history, customer support and transactions.
A member will be part of different processes throughout the membership lifecycle . Most common processes that we cover in our solution are shown in the picture below.