Customer Relationship Management (CRM)

The netFORUM CRM is the primary tool for managing member and prospect records with a customer-service focus.

  • Manage member and prospect information with easy-to-use, data-rich profile screens
  • Maintain unlimited addresses, phone numbers, fax numbers and e-mail addresses, including addresses linked to organizational records, and allow members to indicate their communication preferences
  • Track member requests using the powerful request management engine, which tracks when a member contacts the association by documenting their question, passing it electronically to the appropriate staff member and checking that it’s been resolved
  • Track interactions and correspondence with customers or between members through our e-Marketing wizard
  • Carry out common tasks such as membership joins/renewals, event registrations, product sales and application of payments

Membership Management

The Membership Management module houses your business rules for managing association membership information, including membership types, individual member status, dues packages and terms, and chapter types and packages.

Dues

Abila designed the Membership Management module to support multiple associations and multiple membership types per individual, and it automatically populates dues based on a calculation.

  • Set up your business rules for multiple membership types and packages for both individuals and organizations
  • Structure your dues based on flat rates or via other internal data such as demographics, join-date or calendar year
  • Send out mass dues renewals, membership drops and status change updates, and easily automate your membership renewals process
  • Benefit from easy-to-use editing functionality

Chapter Management

Track chapter memberships as an additional membership type and easily integrate them into your national programs.

  • Manage separate chapter membership types and packages for each chapter
  • Establish multiple chapters to maximize member involvement
  • Integrate chapter dues calculations in combination with or separate from association dues, and easily consolidate renewal notices
  • Enjoy all the functionality of national membership for your chapter memberships as well

Committee Management

Easily manage your members’ information, preferences and history.

  • Track multiple memberships for a single member and view your member’s history though the life of their membership
  • Establish multiple chapters to maximize member involvement
  • Easily renew or rejoin your members, or transfer a member to a different membership type
  • Allow members to pay for their memberships in installments

Committee Management

The Committee Management module tracks your member and constituent participation for all committees and task forces, so you can easily keep up with what’s going on at all levels.

  • Track multiple committees with separate governance structures
  • Track sub-committees and task forces and their relationship to parent committees
  • Track individual committee member participation, and the history of previous committee members along with the dates they served
  • Track nominations and future slates of committee participants
  • Track, publish and distribute committee documents and minutes

e-Marketing

The e-Marketing module gives you powerful electronic marketing and tracking capabilities at the click of a button. Simply import lists of members and prospects, then use the e-mail wizard to select names and choose an e-mail template to send the right message to the right group at the right time.

  • Seamlessly integrate your prospect lists prior to creating individual or organizational records
  • Create and track multiple mailing lists concurrently
  • Conduct basic surveys of members, constituents and prospects to understand exactly what your members need
  • Allow your members to opt-in or -out of specific communications or mailings

Communications

  • Create personalized, professional e-Marketing campaigns using the built-in HTML editor – no HTML coding experience necessary!
  • Send e-mail correspondence with targeted attachments, including seed lists, and automatically track open-rates and responses

Messaging Campaigns

  • Let the user-friendly wizard walk you through the process to set up messaging campaigns with ease
  • Track messaging campaigns and related calls-to-action, and automatically send follow-up messages
  • Track message results including open-rates, ‘click-throughs’, and e-Commerce transactions
  • Instantly follow up on requests, event registrations and e-Commerce transactions

Scheduling Engine

  • Build dynamic and effective calls-to-action using the e-Marketing wizard’s powerful query tool
  • Schedule multiple calls-to-action at certain times and to recur automatically, including targeted follow-up messages

Accounting

The Accounting module is designed to handle your organization’s invoicing, cash receipts and other financial transactions, including deferrals, credits and managing inventory. With netFORUM Enterprise, your staff can easily compile data to know exactly where your company stands at any given moment.

  • Create and adjust pro-forma invoices for companies and individuals, apply discounts or late charges, and process payments
  • Post transactions to a third-party general ledger system by batch
  • Process returns, and reverse posted transactions back to credit cards or third-party payment systems
  • Charge credit cards electronically at your meetings or point-of-sale, and store both encrypted credit card numbers for security and partial credit card numbers for searching, or don’t store them at all
  • Set up various shipping options and freight charges
  • Maintain tax tables, including Canadian GST taxes, and handle multi-currency transactions
  • Integrate your financial data directly with the correct accounts in a third-party accounting package, and communicate seamlessly with other software such as Solomon, Great Plains or Epicor
  • Track multiple business units and create the associated multi-company journal entries
  • Track fiscal years and closing periods
  • Search transactions by type, GL account, date created, billed, approved, printed, posted and more

Inventory

The Inventory module tracks all products sold through e-Commerce, including memberships, merchandise, event registrations, publications and subscriptions.

  • Simplify membership packages with easy-to-use bundling functionality
  • Establish various pricing structures based on demographic criteria or membership status
  • Track detailed descriptions for sale items on display on the website, and present accurate product availability information
  • Track sales by source code or member demographics, and track source codes by order or line item
  • Track multiple subscription publications, both delivered as a member benefit or sold separately, and automatically send ongoing or ‘one-off’ subscriptions to your members
  • Set up, track and ship multiple fulfillment orders from various warehouse locations
  • Permit several products or transactions per order, and allow partial shipments and backordering
  • Override prices during order entry, and track the reason for the override
  • Track cost of goods sold, defer and split revenue, and set up default shipping charges

Events Management

The Events Management module provides complete event management functionality, so keeping track of every detail – whether it’s for your annual meeting, regional conference or workshop – is a breeze. And with netFORUM Enterprise’s easy Web-based application, your event staff can manage all details on-the-go, from inputting data during site visits to finding what you need from the floor of your own convention.

  • Manage multiple events, from committee meetings to annual conventions, and even copy past event details to simplify future set up of similar events
  • Sell registration products and sponsorships online via e-Commerce
  • Track registration payments, cancellations and refunds
  • Establish various pricing structures based on membership type or status
  • Add sessions, breakout groups and social functions for larger events
  • Maintain waiting lists
  • Manage hotel meeting rooms and other facilities, audio/visual needs, equipment and furniture, foodservice and other requirements
  • Generate room set-up reports for conference/meeting facility staff detailing meeting times, room names, attendance numbers and special needs

Speakers

The Events Management module also helps organize speakers, lecture materials and program evaluations and feedback.

  • Assign speakers to individual or group sessions
  • Produce and distribute speaker presentations and other materials
  • Track multiple speakers, presentations and audio/visual needs
  • Search for specialized speakers based on key topics or past evaluations/feedback
  • Grant special speaker rates (complimentary, reduced, etc.) and manage all special needs including hotel, travel and amenities

Events Management

The Events Management module provides complete event management functionality, so keeping track of every detail – whether it’s for your annual meeting, regional conference or workshop – is a breeze. And with netFORUM Enterprise’s easy Web-based application, your event staff can manage all details on-the-go, from inputting data during site visits to finding what you need from the floor of your own convention.

  • Manage multiple events, from committee meetings to annual conventions, and even copy past event details to simplify future set up of similar events
  • Sell registration products and sponsorships online via e-Commerce
  • Track registration payments, cancellations and refunds
  • Establish various pricing structures based on membership type or status
  • Add sessions, breakout groups and social functions for larger events
  • Maintain waiting lists
  • Manage hotel meeting rooms and other facilities, audio/visual needs, equipment and furniture, foodservice and other requirements
  • Generate room set-up reports for conference/meeting facility staff detailing meeting times, room names, attendance numbers and special needs

Speakers

The Events Management module also helps organize speakers, lecture materials and program evaluations and feedback.

  • Assign speakers to individual or group sessions
  • Produce and distribute speaker presentations and other materials
  • Track multiple speakers, presentations and audio/visual needs
  • Search for specialized speakers based on key topics or past evaluations/feedback
  • Grant special speaker rates (complimentary, reduced, etc.) and manage all special needs including hotel, travel and amenities

Exhibit Management

The Exhibit Management module tracks all details of your trade shows and exhibits, including the sale and invoicing of booth space through your centralized accounts receivable system, booth inventory and exhibitor staff information.

  • Define trade show locations and dates, and seamlessly associate the exhibit to an event in your Event Management module
  • Track booth purchases, move exhibitors between booths, and easily determine which spaces are still available
  • Create unique pricing structures with the Event Management tool’s advanced pricing control features, as well as special fees for sponsored activities and special events
  • Bill exhibitors based on milestone installment dates, and track cash receipts in your centralized accounts receivable system
  • Create and track exhibitor checklists, such as contract necessities or specialized requirements like audio/visual requests
  • Maintain a profile and history of exhibitor participation

Advertising

The Advertising module tracks advertiser activity and ad placement in multiple publications and subscriptions – allowing you to focus on reaching as many members and prospects as you can.

  • Track advertiser activity across multiple publications and subscriptions to decide which outlet is right for you
  • Manage all advertising contracts
  • Maintain current rate cards in multiple categories
  • Track numerous insertion orders, including material status and deadline updates
  • Track post-run invoices with netFORUM Enterprise’s centralized accounts receivable system

Awards Management

Awards Management module tracks all your award programs, including entry submission, scoring and award distribution.

  • Track multiple award programs concurrently
  • Manage each applicant, from entry submission through the judging process
  • Affiliate multiple individuals or organizations to a single award entry
  • Track award submission fees
  • Track the various stages of judging, calculate scores for each phase and easily determine final award recipients
  • Track committees related to each award

Certification

The Certification module provides a framework for tracking your continuing education and certification programs.

  • Establish various requirements for each individual certification
  • Track certification requirements, such as educational background, work experience and exams
  • Track candidate progression through your various programs to monitor certification and recertification cycles
  • Track fees for various programs and create invoices using our centralized accounts receivable system

Accreditation

The Accreditation module provides a framework to easily track your facility accreditation programs.

  • Manage multiple accreditation programs
  • Create and assign teams to survey programs looking to get accredited, and connect that to your committee structure if necessary
  • Track survey responses
  • Bill and collect fees for performing surveys

Fundraising

Donor Management

The Donor Management module provides a framework to easily access and manage your donor information using standardized and user-defined fields.

  • Create and manage an unlimited number of donor records, fields and user-defined fields
  • Track joint and separate giving records for different household relationships
  • Conduct donor segmentation to refine target constituents
  • Establish security levels to protect sensitive data
  • Easily check for duplicate records
  • Utilize smart search so you don’t have to type full record name
  • Create and manage data entry defaults and pick lists
  • Update data with global change feature
  • Enhance records with multiple donor addresses and salutations
  • Track updates to records
  • Archive records with unlimited storage

Contact Management

The Contact Management module is designed to organize and manage the contacts made with your donors and prospects.

  • Enter and sort unlimited history and notes to donor files
  • Track assignments and tasks for each donor – assign deadlines and due dates
  • Automatically log e-mails, solicitations and acknowledgements to donor files
  • Automatically create To-Do and Tickler Lists
  • Create Auto Assignments for staff follow-up

Gift Management

The Gift Management module is designed to enter, appropriately code and track the gifts received from your donors.

  • Enter unlimited gift history to donor files
  • Enter unlimited gift coding for Campaigns, Appeals and Fund Designation
  • Simplify data entry through Batch Gift Processing

Gift Types

The Gift Types module allows you to record the various gift types received from donors; also, create and disseminate various gift reports, personalized acknowledgement letters and receipts.

Gift Types include:

  • Anonymous gifts
  • Cash gifts
  • Honorariums and memorials
  • In-kind gifts
  • Matching gifts
  • Soft credits
  • Split gifts

In addition:

  • Create reports on user-specified criteria
  • Assign the appropriate acknowledgement letter as gift is entered
  • Generate year-end tax receipts
  • Simplified date entry through batch processing

Automated Moves Management

The Automated Moves Management module is based on Cygnus Applied Research’s Donor Centered Philosophy and is designed to simplify and bring proven intelligence to the process of moving prospects to donors and life-time patrons.

With Automated Moves Management, you can:

  • Track, analyze and predict the movement of donors and prospects
  • Manipulate Moves Series and work flow processes based on organization’s standards and business practices
  • Allow system to assign tasks to staff and key volunteers based on donor behavior
  • Create Drill Down Reports and easily prepare reports in Presentation Style

Integrated Social Media

Integrated Social Media allows you to create a versatile, private online community and offer a high level of enhanced engagement, knowledge sharing and tailored communication to donors and prospects.

  • Create a fully integrated private social network for your donors focused on collaboration, knowledge sharing and community building
  • Share resources among your organization’s staff and supporters
  • Tailor communication and content to individual constituents to increase retention rates while empowering donors and prospects

Constituent Ranking through Abila’s A-Score™

The “A-Score™” will help you identify and better understand your most valuable members and donors.

Understand the key attributes of your most valuable constituents and stop wasting precious marketing dollars on campaign messages that are irrelevant to your key supporters.

With this unique scoring method, you can:

  • Identify lifetime value and best performing donors
  • Query both implicit and explicit information in your donor files
  • Instantly qualify a donor’s overall activity with a single number ranging from 0 to 100
  • Analyze scoring patterns that may rise or fall over a period of time
  • Identify and intervene with at-risk donors whose scores are declining
  • Send automatic emails to staff when a constituent’s score is above or below certain benchmark scores
  • Gauge the health of your fundraising efforts by analyzing donor scores over time

Prospect Research

The seamless integration between netFORUM and Wealth Engine allows you to link directly into the Wealth Engine system to access a donor or prospect’s wealth profile, or you can pull essential prospect information directly into constituent records residing in netFORUM.

Grants Management

The Grants Management module is designed to track the status of various grant requests and grant disbursements.

  • Create and monitor a calendar for grant deadlines
  • Track the development and distribution of fundraising proposals
  • Track grant disbursements and status of the respective funding
  • Track the amount of grant funds requested and actual funds disbursed

Queries and Reports

The Queries and Reports module provides a user-friendly query interface to generate dynamic and graphically-rich reports providing a more in-depth analysis of your fundraising initiatives.

  • Save and/or sort queries using the Audience Feature to intersect or combine queries
  • Create reports on any field, including user-defined fields, ranges, summaries, counts and totals
  • Sort, select and sub-total on any field
  • Use any formats, fonts, spacing, colors, images, and placement
  • Generate various reports by initiative – Appeals, Campaigns, Constituents, Gift Opportunity, Pledge and Fundraising Overview Reports
  • Create graphical analysis (internal or exported to other software, e.g., Excel™)
  • Save modified reports for future use
  • Utilize a large selection of standard development reports
    • Statistical analysis
    • Solicitation analysis
    • Income analysis
    • Donor Profiles
    • Campaign analysis
  • Create and publish reports using internal or external report writer platforms through Microsoft Reporting Services
  • Utilize print preview feature

Pledge Processing

The Pledge Processing function is designed to help manage and monitor the timely payment of pledges.

  • Easily track pledges and monitor unpaid pledge balances
  • Schedule unlimited number of pledge payments
  • Receive automated pledge reminders
  • Automatically generate pledge reminder letters

Mailings and Communication

The Mailings and Communication module allows you to develop and manage various mailings and communications related to your fundraising initiatives.

  • Create solicitations, thank-you letters and other correspondence
  • Utilize mail merge to personalize correspondence with donor data
  • Maintain history of all communications channels with each individual donor and prospect
  • Track all solicitations, acknowledgments/thank-you letters
  • Track success of all solicitations
  • Select a full or subset of donors through Query functions on any combination of fields in the database
  • Easily overwrite auto-created addressee/mailing names
  • Enter multiple and preferred mailing addresses
  • Denote various mailing restrictions (no mail, no solicitations, etc.) Opt out features are available throughout system
  • Generate automated and personalized thank-you notes
  • Create address labels
  • Generate bulk mail reports
  • Conveniently export data to direct mail and fulfillment centers

E-mails

Using HTML format, the Email module allows you to generate and disseminate personalized e-mail communications, including surveys, to donors and prospects.

  • Design and conduct surveys via email utilizing Zarca Interactive

Membership Management

The Membership Management module is designed to help you manage association membership information, including membership types, individual member status, dues packages and terms, and chapter types and packages.

  • Track membership levels, dues and renewal
  • Design and distribute membership cards
  • Generate hard-copy or electronic renewal notices
  • Create and send acknowledgements
  • Conduct Membership Analysis Reports
  • Generate Membership Lists

Accounting Interface

The Accounting Interface feature allows you to seamlessly interface with most accounting software applications.

  • Generate general ledger summaries
  • Interface to most accounting applications
  • Utilize automated interface with transactional data and chart of account allocations

Internet Functionality

With internet functionality, you can manage your web content to include transactions for:

  • Online Giving
  • Event Registration
  • Product Sales

In addition:

  • Utilize opt-in feature for e-mail collection
  • Browser-based version
  • Links to third party resources (Google Maps, Wealth Engine, etc.)

Full outsourcing of IT/software maintenance

The following features and services are offered as part of the software maintenance agreement:

  • Fully hosted environment
  • Data backup
  • Automatic software enhancement
  • Data conversion
  • Coding Accuracy Support System (CASS) Certification

The following services are provided at cost through several third party vendors:

  • National Change of Address (NCOA)
  • Phone Number Appending
  • Deceased Record Identification

Grants Management

The Grants Management module facilitates the receipt and distribution of funds as part of your association’s grant program.

  • Easily review and track all grant applications and recipients
  • Track grant funding and connect with the individuals or organizations that provided it
  • Invoice grant program donors using installment billing
  • Distribute funds to grant recipients and track their progress

Abstract Management

The Abstract Management module facilitates abstract submission and selection process for your association.

  • Manage requests for abstracts or papers, including online submissions
  • Standardize forms and set requirements for abstract submissions – ensuring complete, accurate entries
  • Automatically generate lists of abstract details on your association’s website
  • Allow staff and members to track the abstract process online
  • Schedule abstracts for presentation at your event sessions

Report Central

The Report Central module provides a centralized place to run queries and reports – giving your staff at all levels the actionable data they need to make faster, better business decisions.

  • Allow staff to run and save any query or report from a central location
  • Have reports sent to your inbox, or to your Executive Committee, at predetermined intervals
  • Easily group or aggregate a range of values, data and information
  • Combine with netFORUM Enterprise’s dashboard functionality for instant snapshots of key performance indicators – from member counts to revenue forecasts, accounts receivable and event registration

Sales

The Sales module provides an easy and efficient way to manage a formal, structured sales process and to calculate and track your sales commissions. The Sales module organizes lead and account activity and tracks opportunities associated with each account.

  • Review activity and assignments by sales person, and coordinate contacts and follow-ups to avoid duplicating efforts
  • Set up your formal sales process, and attach a win probability to each stage
  • View a variety of pipeline reports to easily assess projected revenues
  • Set up a commission system to define assignments by geography, product type, key accounts and more
  • Automatically calculate standard commissions, accelerators (or “kickers”) and other incentives
  • Easily override or split commissions

Time and Billing

The Time and Billing feature provides an easy, efficient way to manage your association’s projects by organizing tasks, expenses, work types, billing and invoice procedures to ensure a smooth project workflow. Whether you have one project or many, this feature will help you to complete them on time and under budget.

  • Manage the progress of each project with definitive tasks, work types and completion dates, and track movement with easy-to-use project profile pages
  • Create universal expense types and categories, billing and invoice procedures
  • Allow for easy submission of time and expenses against multiple projects
  • Allow managers to quickly review, accept or approve time and expense submissions
  • Create and track internal and external invoices
  • Automatically calculate billing periods