Member Directory Implementation with a CRM Solution

If you are a nonprofit or membership organization, then managing and maintaining your online member directory is most likely a priority. There are several ways to make sure your member directory is attractive, robust, and user-friendly, but one of the most important things you can do is integrate your member directory with your CRM system. Read on for an overview of directory integration with CRM systems.

Leveraging CRM for a Member directory

Clarity can help you create a member directory model that leverages your CRM system as a master copy and helps you dynamically populate your directory from your CRM system. Essentially, when someone registers on your public-facing website, a new contact will be created in your CRM. Upon approval by an administrator, a workflow will be triggered before the user’s information will be published on the website. This allows you to manage directory contacts internally through a powerful back-end engine, while still dynamically populating your public-facing website.

The Benefits directory integration With Your CRM System

The main benefit of integrating your directory with your CRM system is that you’ll be able to maintain and manage all data securely, but you won’t have to duplicate efforts by replicating pertinent information on the directory website.

The main benefit of integrating your directory with your CRM system is that you’ll be able to maintain and manage all data securely, but you won’t have to duplicate efforts by replicating pertinent information on the directory website. This is true both of directories that are accessible to the general public as well as members-only directories. You can even customize your CRM to account for restricted directory membership levels.

Member directory Development in Austin, TX

Member directories are one of Clarity Venture’s specialties, and we invite you to take a look at our portfolio of member directory development. If you are a membership organization and you’re looking to take your member directory to the next level through CRM or ERP integration, contact us today.

To learn more about member directories, please browse the following articles:

 

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