Designed for organizations currently using Microsoft Dynamics GP, this session will explore the integration points between Microsoft Dynamics GP v10 and Protech CRM for Members. Learn how integrating Microsoft Dynamics GP into your Protech CRM for Members system can unite your front and back office to create an end-to-end business solution.  The session will cover General Ledger with Intercompany functionality, Payables Management, Inventory integration points, and more.  We will also explore how sounds business practices can help maximize the success of your implementation. 

This technical session will explain how combining CRM for Members and Microsoft Office SharePoint Server (MOSS) can provide a powerful solution for both structured and unstructured data. We'll also explore the new CRM for Members Communities module to demonstrate how these powerful tools can help you build communities amongst your members and within your organization.

As part of your Software Assurance plan, your organization can take advantage of all the updates and enhancements that Protech's team has been busy developing for CRM for Members version 3.2.  Attend this session to discover what new features and enhancements are available in the latest release, and learn about the upgrade process so you know what to expect as your organization prepares for your update.

Come see the new enhancements and modules we have added to CRM for Members Web Portal 3.2.  We will walk through new features including: online editing of a meeting registration; automated session conflict checking; meeting registrations in the global shopping cart; coupons and promotion codes for the global shopping cart; online contact profile seasonal address management; online chapter manager; online donations and pledge management; online exhibit contracts; online advertising management and more.

Is your organization able to easily gather, analyze, and act on information contained in CRM for Members? Discover how you can most effectively leverage your data using visually rich and personalized dashboards to track, analyze, and drill-down into a wealth of information.

When it comes to managing your implementation of Microsoft Dynamics CRM and CRM for Members, don’t reinvent the wheel.  This session is geared toward those that are in the process of implementing a new CRM for Members solution.  You’ll hear from a panel of existing CRM for Members customers who will share their stories about how their organizations effectively engaged their entire team in the implementation process for a successful conversion to CRM for Members.

Are you ready to learn more about the benefits the recent release of Microsoft Dynamics CRM can offer your organization? Attend this session to gain insight into how the capabilities and architecture of Microsoft Dynamics CRM 4.0 can help improve your process flexibility, global usage and user productivity across sales, service, marketing and analytics.

Let us help make your life a just little bit easier.  This session is designed with the day-to-day users of CRM for Members in mind.  We’ll show you short cuts and helpful hints that will reduce the number of clicks you need to make and help you navigate the system with ease.  You can also take a peek at some of our new products available, explore how workflows can help automate your daily processes, and better understand the reporting capabilities of CRM for Members.

That is the million dollar question! Attend this session to understand the Protech’s SQL Reporting Services (SRS) Data Structure and where your data is stored within this structure. Gain the knowledge you need to extract only the data you want without being overwhelmed.