How to Attract, Retain and Engage Members as a Membership Organisation

Membership organisations come in all shapes and sizes, but when it comes to members themselves, many organisations face common challenges in relation to attracting, retaining and engaging with them. Here, we explore these challenges and explore how Tisski can shape Microsoft technology to help overcome them.

Common challenges amongst membership organisations

As individuals, we have access to a vast wealth of information at the touch of a button. Partner this with the fact that we’re marketed to from all angles these days and it’s not hard to see why every business must bring something valuable to the table if they’re hoping to spark interest and attract custom. In this respect, membership organisations are no different.

In today’s digital world, there are several hurdles membership organisations must clear if they hope to recruit new members and keep hold of those they currently have:

Expectations - Tech-savvy members are increasingly demanding of high-quality customer journey standards that reflect the digital experiences they have from service providers in other areas of their personal and professional lives.   

Differentiation  With the amount of freely available information, resources and social networks online, membership organisations are required to better articulate their value proposition.  

Relevance To retain members, organisations need an in-depth understanding of their members and how to keep them engaged and must remain responsive to their needs.     

Diversification  The ability to anticipate and adapt to changing demand and create compelling new subscription and revenue generation opportunities is crucial to success.

If you’re a membership organisation operating legacy software and technology systems, this can hinder your chances of overcoming these challenges.

Where do Tisski come in?

As a Microsoft Partner, we can adapt Microsoft’s leading CRM, ERP and business intelligence technologies to suit the needs of your membership organisation, helping overcome common pain points and unlock new opportunities to broaden your horizons.

With many concerned about the cost and complexity of introducing new software, Microsoft Dynamics 365 provides the ideal solution; cloud-based, easy to configure, and featuring a wide range of powerful, out-of-the-box functionality, our experts can tailor this tech for you and your members.

Having already supported the digital transformation of numerous membership organisations, our end-to-end service and Dynamics for Membership system:


Supports decision-making

  • Create an optimised CRM platform that provides a detailed and real-view of members and leads across all channels, with advanced monitoring, reporting and planning tools to make sure insights get put to good use. 

Enables more personalisation

  • Use Dynamics 365 Marketing’s capabilities to better understand your prospects and create targeted messages about your services, support and engagement opportunities.  

Increases engagement 

  • Ensure you stay in regular contact with members, creating closed-loop reporting to ensure each and every communication generates data that helps inform and refine future engagement.  

Enhances online accessibility

  • Create customised web portal access, enabling members to engage with your organisation online, for example, by accessing paid-for information, booking targeted services or securing places at events.  

Streamlines activities 

  • Configure automated workflows and apps to improve the speed and efficiency of managing and engaging with your members.  

Benefits from the Cloud

  • Establish a secure and flexible system using this industry-leading online platform.

In addition to these CRM and marketing capabilities, our Dynamics for Membership solution can also incorporate:  

  • Membership management and retention solutions that improve service delivery processes, introduce self-service functionality and utilise automated alerts 

  • A fully integrated enterprise resource planning (ERP) solution provided by Dynamics 365 Business Central software that can be configured to streamline key finance processes 

  • Applied machine learning and artificial intelligence (AI) to provide further insights across marketing, member service, finance and operations.   

Discover the benefits for yourself

If you’re interested in finding out more about the benefits of Microsoft technology, a member of our team will be happy to carry out a free impact assessment for your membership organisation, helping you identify key opportunities for transformation and gain an understanding of the ROI you could achieve by introducing an integrated, cloud-based software solution.  

Our friendly experts can quickly assess how adopting Microsoft Dynamics 365 will impact your organisation in relation to member experience support, personalisation, administration loads and business intelligence.

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