More than just a membership database

• Create experiences your members value
• See how technology can help you understand and deliver what your members and constituents really want
• Reduce staff workloads through automation and flexible reporting
• Access your AMS/CRM system securely anywhere and anytime

Dynamics 365 combines robust capability for storing and visualizing data with the flexibility to meet your organization’s needs. Share contacts, activities and member information across your organization with Microsoft Outlook and Excel integration for single-source data management. 

MemberCast tracks data and relationships for individual and corporate members including: 

• Key metrics and demographics
• Membership status and dues renewals
• Event attendance, sponsorships and exhibits
• Committee participation
• Program participation and subscriptions
• Education and certification
• Marketing metrics 

Dynamics 365 combines robust capability for storing and visualizing data with the flexibility to meet your organization’s needs. Share contacts, activities and member information across your organization with Microsoft Outlook and Excel integration for single-source data management. 

MemberCast tracks data and relationships for individual and corporate members including: 

• Key metrics and demographics
• Membership status and dues renewals
• Event attendance, sponsorships and exhibits
• Committee participation
• Program participation and subscriptions
• Education and certification
• Marketing metrics 

Automate dues billing schedules and include parent and corporate bills or dues broken out by local and national chapters. Members can view and print invoices and pay via credit card and ACH online. MemberCast properly defers revenue over membership periods and can handle any accounting scenario. 

Track committee participation by individuals and activity history by committee or position. Set up applications for appointed committee positions. Empower committee liaisons to manage their committee rosters.

Manage all your organization’s events with robust event registration and tracking. Set up simple webinars and complex multisession events. The event module includes:

• Dynamic pricing based on time period, member status, committee participation, etc.
• Immediate payment via credit card and/or pay-later functionality
• Configurable registrant questions based on selected event options
• Exhibitor and sponsor registration
• Promotional codes, waitlists and guest registrations
• Automated follow-ups
• Registrant and attendee reporting 

Integrate with your learning management system to offer an education catalogue and track educational credits. Track certifications and other awards for individuals and organizations.

Utilize built-in card authorization services and process credit card transactions directly from the web or back office using the same merchant account and gateway. Generate recurring invoices and cash receipts with flexible billing options and no monthly processing. The solution supports the automation of deferred revenue recognition rules and multiple accounts receivables and uses definable dues renewal setup to meet all scenarios. 

Track political or foundation contributions, including past participation. Link contributions and members to specific events for greater visibility.

MemberCast resides in the Microsoft 365 ecosystem and works with the environment’s extensive functionality, applications and connectors and is accessible through a streamlined single sign-on.  

Leverage native Power BI dashboards and expand to provide visual presentation of data to members and management.  

Utilize Microsoft’s powerful Dynamics 365 marketing module or leverage RSM’s two-way sync with industry-standard marketing tools to power targeted marketing campaigns and drive member activity.

Seamless integrations with several accounting systems and third-party events management and marketing tools are included within the MemberCast system.