Advanced Home Cloud Software Current: CloudMembership CLOUD ENGAGE Membership Management Software Acquisition, engagement and retention are fundamental to the sustainability of all membership organisations. Our association software was developed specifically to meet the member relationship objectives of small and medium sized organisations who may not have large capital sums to invest upfront. Cloud Engage can support your organisation by streamlining processes, reducing time-consuming administration and providing the tools you need to really understand, and nurture, member relationships. Understanding key issues CHALLENGES Member recruitment Organisations find that connecting with potential new members is becoming increasingly difficult as new generations operate across a busy, constantly changing media landscape. Engagement Technology is changing member expectations. It is an ongoing challenge to offer the services, benefits and communication channels that keep supporters informed and involved. Managing revenue streams Without the capacity to identify crucial sources of revenue or diversify income streams, it is difficult to keep members engaged or to drive the success of an organisation. Procedural administration The management of variable, exacting processes like professional qualifications and admissions, special awards or disciplinary procedures can be time-consuming and complex. Security and compliance Holding large quantities of members’ personal and financial data internally can substantially increase the risk of a serious data security breach or non-compliance. How our membership management software can help you FEATURES & BENEFITS Recruitment Member engagement Financial management Smooth administration Security and compliance Recruitment Cloud Engage provides convenient 24/7 communication and event channels. You can engage with prospective members live or by post, email, phone or website, making it easy for your audience to respond and commit to your association. Scalable growth This is a scalable platform that will grow with your organisation as you expand recruitment activities, increase member quantities and develop new revenue streams. Measureable response Our email integration module enables you to contact large numbers of potential members at once. It collects statistics on all responses to allow for more detailed results reporting. Measure progress Source codes track all campaign responses and are available throughout the system to allow measurement and analysis of costs, response rates, financial returns and return on investment ratios. Improve the message The analysis of information related to member recruitment is crucial. Reviewing and fine-tuning progressive campaigns makes it easier to boost new member response rates. Single access point Having a central data repository makes recruitment analysis simpler, and staff are able to easily find data in one central area rather than having to search through multiple systems. A real-time view Offering everyone in your team one complete, real-time view of performance figures allows you to measure progress and get the maximum value from your efforts. Member engagement To remain relevant, membership organisations must focus on the needs and expectations of their audience. Ensuring members stay committed and involved requires an understanding of motivations, effective communication and tools to maximise opportunities. Make it easy The Cloud Engage portal enables you to build a catalogue of events and courses to inform and interest your members, and allows them to book and pay for events online. Make it interesting Cloud Engage helps you manage a wider range of occasions like special events, challenges, dinners or awards to aid revenue streams and boost member participation. Use clever targeting Simple functionality within this system will make communications more relevant by allowing you to segment your contacts into marketing lists based on member persona preferences. And effortless communication Use our workflows to manage standard communications such as renewals and reminders, results notifications, event bookings or email acknowledgements. Financial management Good financial management is critical. Membership managers need to know their resources are being used appropriately. We provide all of the financial tools needed for transparent recording and processing. Auto certification During the creation of direct debits, integration with AFD Bankfinder validates the sort code / account number combination and required bank details are automatically populated. Convenient coding VAT and finance codes (including cost centres, revenue codes and other analysis codes) allow simple integration with finance solutions, posting revenue directly into the system. Manage credit accounts Sales Ledger accounts include the ability to create and manage credit accounts within the system, including tracking invoices, credits, payments and allocations for a detailed view. Accounts workflow Specify P&L accounts for revenue accounts along with cost centres for further analysis. Integration allows you to import standard reports directly into your Nominal Ledger. Smooth administration Cloud Engage can help membership managers provide expected levels of service and its automated features ease the administration burden associated with renewals, reminders and payments. Easy to use Required training for Cloud Engage is minimal. You’ll have on-demand access to our recorded training sessions and its intuitive, modern interface makes it easy to navigate and understand. Full mobility Cloud Engage offers total mobility to meet the needs of a flexible workforce. Users can access the system through any web-enabled device to extract or input data whenever required. Flexible management Cloud Engage allows you to manage all aspects of both individual and company memberships easily and smoothly. Membership pricing The various membership pricing schemes used by professional and trade federation organisations can be smoothly accommodated and simplified by using our rate modifier feature. Case management Our integrated case management feature offers step-by-step guidance through processes like disciplinary procedures or professional progression which involve many stakeholders. Security and compliance This Cloud application helps ensure your members’ information is safe. All data is stored securely in our Tier 3, ISO 27001 accredited UK data centres to offer you the peace of mind that comes from knowing confidential data remains protected. Keep data compliant Personal data can be stored in the Data Protection tab as Opt-in or Opt-out, by contact channel preference and with both ‘obtained’ and ‘valid to’ dates. Keep data clean To ensure data integrity, when creating new people and organisations within Cloud Engage, the system will check whether potential duplicates already exist based on a wide range of criteria. PCI DSS assurance Cloud Engage meets PCI compliance regulations, ensuring you can accept, store, process and transmit cardholder’s payment data while preventing fraud and data breaches. Ongoing software innovation and developments PRODUCT UPDATES We are always improving and innovating our products to deliver the best experience for our customers. Here are a selection of the latest updates to our fundraising software. Cloud Engage 20.3 - Pro-rata pricing for new joiners - Flexible member pricing for events or products - Segregation of commercial trading and non-profit activities - Enhanced Direct Debit functionality - Multiple bookings with confirmation of names at later date - Single search option makes it easy to find what you need Cloud Engage 20.2 Cloud Engage 19.3 Cloud Engage 19.2 Cloud Engage 19.1 Explore our additional solutions Fundraising Software CLOUD ENGAGE The perfect choice for small or medium sized charities. It provides the latest in donor and fundraising campaign technology. Learn more Manufacturing Software BUSINESS CLOUD ESSENTIALS Our manufacturing software can deliver a real-time view of your finances, customers, stock, and website – all in a single system. Learn more Exchequer Software EXCHEQUER Exchequer is a financial accounting solution that was designed to remove the barriers faced by Finance teams. Learn more Useful Resources RESOURCES Are digital weaknesses holding back your charity? Why aren’t more charities making the most of their available IT resources to enable benefits such as remote working? Blog Read blog Cloud Engage 20.2 Factsheet Factsheet Read factsheet Cloud Engage 20.3 Factsheet Factsheet Read factsheet News & Opinions BLOG // 10-01-2020 Are we all early adopters now? by Mark Dewell, Managing Director - Public, Private & Third Sector Advanced's Picks NFP organisations left behind in race to digital transformat… Advanced urges technology industry to help charities and membership organisations address demand for digital engagement by Mark Dewell, Managing Director - Public, Private & Third Sector PRESS // 07-03-2019 Only five per cent of charities are ready for GDPR As Britain begins the final countdown to implementation of the new General Data Protection Regulations (GDPR) on 25 May 2018, software and services co… by Mark Dewell, MD of Commercial and Third Sector PRESS // 27-04-2018 Journey to the Cloud: Finding the right way Moving to and integrating a Cloud strategy is fast becoming the first choice for positive digital disruption. 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