- Public courses
- Bespoke courses
- Events Management with ProgressCRM
- Fundraising Management with ProgressCRM
- Introduction To ProgressCRM
- Managing Income with ProgressCRM
- Membership Management with ProgressCRM
- ProgressCRM Query
- ProgressCRM Systems Administration
- Report Writer Level 1
- Report Writer Level 2
- Using ProgressCRM with Word
This course also applies to earlier versions of ProgressCRM know simply as Progress.
Why attend?
The ProgressCRM Membership module allows you to administer your membership and subscription schemes. No matter what your scheme, there is a lot to manage – recruiting, joining members, setting up payments, managing the relationships with members, sending reminders and processing the renewals, updating subscription rates and so on. This course will show you how you can do all of this effectively.
Before attending
Before attending we ask that you have been on the Introduction to ProgressCRM course and that you are familiar with your organisation's business and membership requirements.
On the day
The course will show you how you can:
- Set up membership and subscription rates
- Add new members
- Create payment schedules
- Enter membership renewals
- Process payments, including Direct Debits
- Co-ordinate mailings
- Update subscription rates
Ongoing
When you return to your office you will be able to successfully administer your organisation's membership scheme. After this course, you might want to consider courses that will help you analyse your data such as Report Writer or Using ProgressCRM with Excel. If you also handle finance then you might like to attend the Managing Income with ProgressCRM course.
Reviews
"An enjoyable and useful day. Thanks."
