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Membership-Software-Checklist

Membership Software Checklist

Silverbear Membership Solution |

Rank the below in order of importance, with 5 being highly important and 1 not importance, then mark how effective you current solution is at providing the feature, with 5 being very effective and 1, not effective.

Add up both scores at the end – if your final scores are within 10 points of each other then congratulations, your membership solution provides you with all the features you feel you need to run your membership organisation effectively.

If you scores are at polar ends of each other, then get in touch. We can help create a membership solution that gives you everything you need and more to get closer to your members.

 

Ability to manage and control the data relating to members – ensuring clean, accurate and up to date data at all times

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5


Quickly and easily create new member profiles – for individuals and organisations if applicable, based on different membership levels/grades

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5


Financial management – the ability to request and take payment, as well as credit and refund management, and debit/credit card processing if applicable

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Effective membership communication tools – ability to segment members for highly targeted communications, with response tacking and analytics

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Conference management – management of all areas of conference planning within the membership solution

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

CPD management if applicable

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Management of special interest groups and committees

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Provide clear and useful business intelligence and management information

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

The ability for members to access and manage their own membership profiles and accounts online (including registering for events, updating their details, networking and social media)

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Integration between your membership solution and other business applications such as finance systems

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Management of social media profiles and accounts

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

A familiar Microsoft look-and-feel

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Regular upgrades to ensure a future proof solution

Importance to your organisation

How effective is your current solution

1

2

3

4

5

1

2

3

4

5

 

Total:    _____________________                                        Total: _____________________