Association Management Features

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• About CAMS

  
  Cobalt's Association Management Suite (CAMS)  is built on the latest in customer relationship management software. As such it provides outstanding contact management, marketing, prospecting, case management and customer service tools in addition to all of the necessary components for managing a member-based organization. This makes CAMS ideal for tracking the relationship hierarchies and demographics, as well as all of the interactions, committee service, payments, contributions and communications with individuals.

• Membership Management

  
  CAMS is designed to let you track information about anyone who interacts with your organizations whether it be a member, prospective member, sponsors, event attendees and other. You are in complete control over how you organize, manage and retain members.

  ·         Support an unlimited number of members

  ·         Track Organizations and People in real time

  ·         Link people to organizations (employees, volunteers, board members)

  ·         Customizable categories and custom fields

  ·         Support any hierarchy of membership levels

  ·         Track multiple memberships for a single member

  ·         Multiple addresses and phone numbers

  ·         Track publications and subscriptions

• Dues Invoicing & Online Payments

  
  CAMS provides flexible recurring dues invoicing that eliminates manual data entry and billing issues, while improving renewal rates and cash flow.

  ·         Generate and track dues invoices

  ·         Manage recurring dues invoicing processes

  ·         Send dues invoices by email and accept payments online

  ·         Build complex dues structures and payment schedules

  ·         Track and record dues invoice payments

  ·         Track general ledger account information

  ·         Generate detailed dues financial reports

  ·         Globally adjust member dues

• Event Management

  
  CAMS event management boosts staff effectiveness, reducing the cost and effort involved in planning, managing and conducting events of all sizes. CAMS manages an unlimited number of events, event types, and registrants. It provides tools for standardizing event processes and procedures – from pre-event planning, attendee registration, exhibition management and logistics to onsite registration and payment processing.

  ·         Track event details and tasks

  ·         Generate event workflows with task reminders

  ·         Create meeting management templates

  ·         Flexible registration engine

  ·         Set up multiple pricing levels and options

  ·         Track exhibitors and sponsors

  ·         Collect booth and sponsorship fees

  ·         Compile and event budget and track profitability

  ·         Manage and coordinate event speakers and education series

  ·         Abstract Processing

  ·         Track event participation history

• Committee Management

  
  CAMS tracks members and constituent participation on committees and task forces.

  ·         Set-up unlimited committees and sub-committees

  ·         Track committee leadership and governance structures

  ·         Track nominations and future slate of committee participants

  ·         Track individual committee participation history

  ·         Track committee meeting attendance, committee documents and minutes

  ·         Send committee emails

• Participation/ Activity Tracking

  
  CAMS provides individual detailed histories for each member with a 360-degree view that includes their membership, sponsorship, volunteer history, donations, event participation, and more.

  ·         Keep detailed participation history

  ·         Use notes to record details of personal integrations

  ·         Set future tasks for any person or organization

• Online Member Services

  
  The innovative Self-service web applications seamlessly and securely tie your public web site directly into the back end transactional database used by our intranet and extranet applications, so your members and constituents do your work for you, while you provide them 24x7 customer service.  

  ·         Join, renew or change your address online

  ·         Event registration with online payment integration

  ·         Self-service member profile updates

  ·         Online invoice payment

  ·         Member directory

  ·         Restricted Members-only pages

  ·         Member username and password management

  ·         Online shopping cart for non-dues revenue

  ·         Create a job board

• Education

  
  CAMS lets you effectively configure, manage and track member and customer participation in certification and training programs.

  ·         Track continuing education

  ·         Track certifications

  ·         Create quizzes and tests

• Marketing and Communications

  
  CAMS provides integrated marketing and communications modules that give you the intelligence and tools needed to rapidly assemble and deliver highly targeted data-driven marketing campaigns.

  ·         Export to Microsoft Word merge documents

  ·         Create multiple mailing lists

  ·         Allow members to opt out of specific types of mailings

  ·         Export to Microsoft Outlook for complex merge emails

  ·         Send dynamic HTML-based emails with ExactTarget

  ·         Create member surveys

• Customer Service

  
  CAMS enables you to provide unprecedented customer service to your members by providing a 360-degree view.

  ·         Track cases

  ·         Use calendars and scheduling

  ·         Provide task assignments to staff

  ·         Set up work queues

  ·         Create a searchable knowledge base

  ·         Complete communication history

  ·         Outgoing and incoming email tracking in CAMS

  ·         Notes on individual records

• Reporting and Exporting

  
  CAMS allows you to unlock the value of your data by enabling you to pull the data out in a meaningful way. There are no restrictions to data reporting, so the possibilities are endless.

  ·         Utilize business intelligence dashboards

  ·         Produce highly targeted lists

  ·         Analyze financial performance

  ·         Utilize standard reports

  ·         Build your own unlimited number of reports

  ·         Export any data from any report in a static spreadsheet,  or dynamic pivot table

• Administration

  
  CAMS allows you to have complete control over your data and CAMS system.

  ·         Role-based permissions structure

  ·         List export and import

  ·         Duplicate record detection and merge utility

  ·         Change log

  ·         Automated workflows

  ·         Sophisticated/customizable data validation rules