{"id":3178,"date":"2020-09-03T12:21:10","date_gmt":"2020-09-03T12:21:10","guid":{"rendered":"https:\/\/membershipwebsiteslab.com\/?p=3178"},"modified":"2020-10-21T09:37:35","modified_gmt":"2020-10-21T09:37:35","slug":"6-reasons-to-connect-your-membership-to-a-crm","status":"publish","type":"post","link":"https:\/\/membershipwebsiteslab.com\/6-reasons-to-connect-your-membership-to-a-crm\/","title":{"rendered":"6 Reasons to connect your membership to a CRM"},"content":{"rendered":"

First of all, let\u2019s start with the basics.<\/p>\n

What is a CRM?<\/h3>\n

A CRM or Customer Relationship Management software is a way for membership website owners to keep a database of all their members, prospective members and former members. CRM\u2019s are powerful tools that, when used appropriately, can track customer retention, automatically send emails and save a membership website owner hours and hours of their time.<\/p>\n

\"Membership<\/p>\n

What is the best CRM\u2019s?<\/h3>\n

This is such an open question; every company, business and entrepreneur will tell you something different. A prime example of this is how any member of staff at MemberLab will answer this question with ActiveCampaign because we\u2019re an ActiveCampaign Certified Consultant.<\/p>\n

Does that make ActiveCampaign the right answer? No. (Yes)<\/p>\n

So instead of us telling you which one is best because each one has its own merits here are the links to some of the most popular ones.<\/p>\n

ActiveCampaign<\/a>, HubSpot<\/a>, Keap\/Infusionsoft<\/a>, MailerLite<\/a><\/p>\n

If you\u2019re searching for a CRM that integrates with Membership Plugins, ActiveCampaign Connects with ActiveMember 360, and Keap\/Infusionsoft connects with MemberPress.<\/p>\n

The benefits of connecting a CRM to your membership<\/h3>\n

Connecting a CRM to your membership will allow for deeper connections with your members in many different ways. Every membership website is unique. You\u2019ll likely end up putting your little spin on the way you use your CRM as you get more comfortable with it.<\/p>\n

Content Restrictions<\/h3>\n

Content restrictions can be done through both ActiveMember 360 and MemberPress when they\u2019re connected to a CRM, depending on which one you choose depends on how advanced your content protection becomes.<\/p>\n

Content restrictions allow you to protect private content from the public\u2019s view. You can restrict content depending on if a member has paid for content or dependant on their membership level. This allows you, the owner greater control over your content to ensure it doesn\u2019t end up in the wrong hands.<\/p>\n

Members Progress<\/h3>\n

With a CRM, you can keep track of members\u2019 progress through your courses and the things members are engaging with the most.<\/p>\n

This way, you can see what content isn\u2019t gaining as much traction and try to figure out why it\u2019s not as successful. Moving further on from that, you could survey members or send automatic reminders via email for members to consume that content.<\/p>\n

Email Reminders<\/h3>\n

Email reminders to finish off a part of a course or to start the next part of a course can be the perfect motivator for members to keep on coming back. Ideally, you\u2019d want them to finish all of your courses, but that\u2019s not always the case.<\/p>\n

Members not finishing a course can be incredibly frustrating. They can increase your churn rate massively, which is why email reminders help to combat that and should help increase membership retention.<\/p>\n

Course Completion Emails<\/h3>\n

When using a CRM, you can send course completion emails to let members know that they\u2019ve completed a course. This stops you, the owner, from having to spend hours inputting data into spreadsheets and will increase productivity.<\/p>\n

Process Automation<\/h3>\n

Along with building membership websites, we also provide business automation services. Business automation can be achieved with a CRM, it\u2019s where you define the process you perform every day.<\/p>\n

An example of a process that can be automated is onboarding new members; you won\u2019t have to generate a username, password or an email to send out a CRM will do all of that for you!<\/p>\n

KPI Tracking<\/h3>\n

Track some of the most important KPI\u2019s when you\u2019ve connected your membership website to a CRM. Most CRM\u2019s come with powerful reporting tools that allow for real-time tracking using \u2018tags\u2019 which identify what each customer has done, so you can see clearly what\u2019s going on, or work out what\u2019s going on.<\/p>\n

Here\u2019s a quick list of some of the KPI\u2019s we think you should be tracking with your CRM:<\/p>\n