Customer Relationship Management - CRM

WebLink Connect - Customer Relationship ManagementWebLink Connect is a fully relational database that allows you to manage not only your members and prospects, but their relationships as well. WebLink Connect gives you the operational, analytical and collaborative tools you need to empower your staff to deliver true relationship management for your members.

By utilizing an unlimited number of relationship types, you can track and maintain parent and subsidiary companies, current and former employees, advertising agencies, board memberships and more. Relate individuals to multiple companies so you no longer have multiple records for individuals. Data is updated instantly, even if two staff members have the same system profile open at once.

From prospect and membership contact tools to billing history and communications management, WebLink Connect allows you to manage your organization's membership and customer base in one easy-to-use and secure application.

Measure Engagement

View financial transaction history, event and committee participation, related companies or individuals, and recent contacts quickly and easily, allowing your staff to provide better service to your members.

Analyze membership data using numerous included reports (or create your own) to help you identify opportunities to cross-sell or up-sell your members. Use detailed member intelligence to identify key prospects or create targeted campaigns to increase retention rates.

Manage your members' marketing and communications preferences by segmenting them into an unlimited number of groups all within the core WebLink Connect application. Make certain groups "public" so members can manage their own preferences in a Members Only section of your website.

For additional information, please contact WebLink to see a demo or learn more about the reporting features of WebLink Connect.

 

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