CRM at your fingertips...

Have you been looking for an effective way to manage the multiple member requests that come into your office?

Would you like to be able to monitor the communication between your staff and your members?

The MEMBER SERVICES module enables all staff to effectively track their communication with members, as well as send tasks to other staff. For example, the expo manager might be visiting with a prospect when.  MEMBER SERVICES allows the expo manager (or anyone else) to assign the task to the appropriate department and then follow up on the progress. 

Features

• View all items - or just those still open

• View your items (all or open) or those for a specific staff member

• View all items for a member

• Search for items with the same subject

• Send email to contact (member) or assigned user (staff member)

• Send a "due today" task email to assigned user

Additional Features

• Print a fact sheet showing all communication with a member regarding an issue

• Print a complete history of all member services.

SAMS Modules

• Individual
• Membership
• Meetings
• Housing
• Expo
• Order Entry/Advertising
• PAC/COI
• Member Services
• Hardware Requirements
• SAMS Web Apps

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