Altai Systems Solution Overview Developed with Microsoft Dynamics CRM

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1 Altai Systems Solution Overview Developed with Microsoft Dynamics CRM Altai Membership, a Microsoft Dynamics CRM-based Association Management System, has been designed and developed with the progressive Association in mind. Altai Membership provides out-of-the-box association functionality with an array of standard and add-on modules to meet your needs. This functionality enables the Association to manage members, donors and other constituents while tracking all pertinent information. The Altai Membership solution is unique in that it does not lock the customer into a predefined solution. As an Association s needs and requirements change, the application can be configured to meet those needs. The flexibility is built into the product using tools available in Microsoft CRM, and does not require custom programming. Viewed in either Microsoft Outlook or in a web browser, the staff User Interface is familiar and easy to use. The Altai Member Portal gives your members access to their profile, allows them to do business with your organization anytime via the web, and allows you to deliver controlled access to content. And since the Altai Portal shares the same database as Altai Membership, all updates are seen in real time.

2 Membership Management Individual and organizational membership Dues Billing Committee Management Relationship Management Track member participation Subscription Management Event and Education Management Single function or multi-session/ multi-day events Tradeshow Management Continuing Education Tracking Certification Program Management Speaker tracking Event expenses tracking Integration with testing providers Integration with learning providers Marketing and Communications Campaign Management Target Marketing lists Native capabilities through Outlook Microsoft Word Mail Merge Communications Tracking Add-on solutions for marketing, web visitor tracking and marketing automation

3 Sales/Order Management Quotes and sales order management Invoicing and receipts Product and inventory management Coupons/discounts Manage advertising sales Sponsorships Fundraising Management Campaign Management Donations and pledge tracking Accept recurring donations Accept donations online Fundraising events Grant Management add-on module Accounting Batch management Deferral and Proration scheduling Manage multiple companies Seamlessly integrate with Dynamics GP/SL or other accounting software Recurring payments Multiple price lists Tax collection management Multi-currency

4 Member Web Portal and Shopping Cart Online Member Profile Unified Shopping Cart Create custom web forms Member join/renew Event registration Product sales Donations Integrated with your CMS Discounts/coupons Product Ratings Social and Mobile Solutions Sync LinkedIn profiles to your contacts Sync Outlook to your mobile device: contacts, s, events, tasks Work anywhere with mobile accessibility to CRM Integrate to your Private Social Community Add-on tools to measure and enhance social engagement on Facebook, LinkedIn and Twitter Data Visualization/Business Intelligence Personalized Dashboards Easy to use Query tool Export any query to Excel; dynamic and static spreadsheets Create reports in Microsoft SSRS or any SQL compatible report writer Advanced analytics with Microsoft Power View

5 Staff Productivity Enhancements Work within Outlook or a web browser (PC or Mac) Personalized Staff Workplace (Homepage) Staff Community - follow other staff members, contacts and activities Task assignment and management Workflows for automating processes System Management Tools Add unlimited custom fields with pick lists and validation Create custom forms and expose to the web or mobile device Create Workflows to automate processes Open API for integration to 3rd partly applications Duplicate detection and record merge capabilities Access to hundreds of available addon apps from Microsoft Partners

6 Partner Solutions Higher Logic Content Easy to use CMS drag and drop UI Granular permissions and workflow Version control and roll-back Mobile websites Search Engine Optimization Document management and search Scalability (multiple websites) Localization Extensibility/customization Higher Logic Social Fully integrated with Higher Logic Content Usage analytics/social dashboard Crowdsourcing ideation Group Q&A Gamification/badges Unlimited Groups Server based (not user based) pricing Content flagging/bookmarking Customizable/extensible ClickDimensions Marketing Automation Fully integrated to Dynamics CRM for campaign management Complete marketing Web tracking Landing pages Surveys SMS messaging Lead scoring Nurture marketing Extensive training and support

7 About Altai Altai Systems has a long heritage in providing Association Management Software (AMS) solutions for associations and nonprofits. Based in the Washington, DC Metropolitan area with team members located across the country, Altai s AMS is backed by Microsoft Dynamics CRM. Founded by two seasoned Microsoft CRM professionals with over 20 years nonprofit/association technology management experience, Altai s mission is to provide solutions that bring members closer - closer to our clients, their organizations, and closer to each other. Contact Us Altai Systems 752 Oak Grove Circle Severna Park, MD (888) Visit us on the web:

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