CRM. Customer Relationship Management Software. Member Management System. What’s the difference? Is there even any difference in these things?
If you work in a CRM everyday, the terminology may be easy for you to understand. For those who don’t, the language can get confusing.
We’re here to tell you what’s what when it comes to the basics of your member management software.
- CRM: A CRM (customer relationship management software) is also your member management software. It allows you to keep track of everything in one place, from your leads to your members to your billing and attendance.
- LEAD: A lead is anyone that could potentially become a student or member of your gym. Think of it as anyone who may sign up for what you’re offering.
- CONTACT: A contact is anyone you’ve added to your member management system, whether it’s a prospective member, a current member, or a past member.
- SCHEDULER: A scheduler is the tool that allows visitors on your website to book an appointment.
- POS (Point of Sale): A point of sale system allows you to sell retail items and track the items that you’ve sold.
- INTEGRATION: In terms of your CRM, an integration connects multiple programs so that information flows from one program to another. That means when a lead opts in on your website, the information will flow to your CRM.
- TAGS: Tags are a way to organize and identify your contacts. Tagging your contacts allows you to easily filter and sort them by program, status, and more.
- PAYMENT PROCESSING: Payment processing in your CRM allows you to track and collect payment for trial purchases, membership purchases, recurring payments and more.
- REPORTS: Reports in your CRM will pull information to give you a detailed overview and help you make decisions, whether it’s reports on your inventory sales or how many leads purchases trials within a certain period of time.
- TRIGGER: A trigger is something you set up in your member management system that sets off an action. That action could be something like an email sequence or payment.
- AUTOMATION: An automation is an action that is automatically set off by a trigger. For example, when a member misses a payment, that could trigger an automated payment reminder email.
- EXPORT: Exporting is the process of pulling information and transferring it to a source outside of your CRM.
- IMPORT: Importing is the process of transferring information from an external source into your CRM (for example, moving data from your previous CRM to your new one).
- CUSTOMIZATION: Customization in your CRM allows you to customize certain fields to match the needs of your school or gym. With Pulse, you can customize belt ranks, contact phases, triggers and more.
- CONTACT PHASES: The customer journey will be the phases that you have set up for your contacts. Some examples of contact phases include lead, 1st follow up, trial member, and current member.
As you’re learning about Pulse, let us know if any questions come up when it comes to the features and options that you have!