Technology Trends for Private Member Clubs: A Look at Modern Club Systems for Superior Member Service
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See firsthand how today's Club Management Systems provide timely access to valuable member information - resulting in increased member satisfaction, improved operational efficiency, and an overall positive impact on profitability. During this 60 minute session we will discuss technology trends for private member clubs and demonstrate what today's leading Modern Club Systems provide, including: Quick & Easy Access to Member Information, Behavior and Preferences Comprehensive Member Billing Powerful Member Marketing Capability Complete Operational Analytic Reporting: Financial - Social - Activity - by Member Modern Financial Systems with Powerful Analytics Reporting
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Technology Trends for Private Member Clubs: A Look at Modern Club Systems for Superior Member Service
- 1. Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers. Welcome!
- 2. Access to Member Information More Important Than Ever • Easy Access to Member Behavior & Preferences • Influences Event Activity Planning & Marketing • Positive Impact on Member Satisfaction & Profitability Modern Club System Overview • Comprehensive Member Billing • Easy Access to Complete Member Activity Tracking • Powerful Member Marketing Capability • Complete Operational Analytic Reporting - Financial –Social – Activity – by Member Modern Financial System Overview • Powerful Analytics Reporting • Stability of Provider
- 3. Welcome & Introductions Tom Miller – Net@Work Frank Crowley – CPI Club Management Technology Trends CPI Club Management Software Q & A
- 4. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 5. Accounting Club Application ProductivityTools New Trend: Best of Breed Club Application Accounting Productivity Tools $ $ $$ Old Approach: All in One Traditional Software Developer CPI Sage Net@Work Support Improvements Add-InApps Technology CPI Club Management Sage 100 Net@Work
- 6. Revenue $605m 2,750 employees Revenue $1,230m 7,765 employees Revenue $229m 1,785 employees Revenue $65m* 1,300 employees *for 2011 at time of acquisition 6 million + customers worldwide Sage worldwide Major player in the small business market, leader in Canada, and one of the leaders in key verticals Entered the Brazilian market in 2012 Market leader in all key countries Market leader in South Africa
- 7. Founded: 1996 Offices: US & Canada Employees: 200 Clients: 6,000+ Top Technology Integrator in North America
- 9. CPI Club Management Live Demo
- 15. Sage 100 Financial Management System Overview • Mature, well known middle market financial solution that originated in the mid-1980’s • Best of Breed, very strong, GAAP compliant Financial Accounting Solution • Approx. 20-30k users nationally • Seamless Integration with CPI Club Management Suite
- 16. Personalized Interface Add, remove, hide and lock fields as needed Add tabs and scripting to automate daily tasks Even add buttons to launch Sage 100 tasks, other programs or websites
- 17. General Ledger Automated audit trail with drill down to transaction details User-defined 32- character/10 segment chart of accounts Personalize the dozens of standard reports with report wizards
- 18. Accounts Payable Multiple payment methods including ACH Vendor statistics and Aging Unlimited History
- 19. Reduce data entry time and improve accuracy by utilizing features like automated importing of cleared checks in Bank Reconciliation and fraud protection programs like PosiPay. Automated Bank Reconciliation Automatically clears matching entries upon import
- 20. Paperless Office Invoices Member Statements Journal and Registers Standard Reports Print Email/Fax Save to PDF Easy to use Document Management and Retrieval
- 21. Business Insights Dashboard Perform calculations Drag and drop sorting and subtotaling Create charts on the fly Save personalized views
- 23. Sage Intelligence Financial Reporting • Excel Based - Limited only by your Excel skill set • Advanced Formula Excel Add-In • Drill Down to Accounts and Transactions • Use Trees for Department Reporting • Can also report on other Modules
- 24. • CPI Club Accounting • General Ledger • Robust Financial Reporting • Accounts Payable • Bank Reconciliation • Paperless Office • Personalization Tools • Business Intelligence & Dashboards Best of Breed Club Management
- 25. Start Time: 2:00pm EST Please type in your questions Thank You For Attending!
- 26. Thank You! For any questions or more information contact us: Frank Crowley, President Crowley Programming Inc. Phone: 732-574-9693 fcrowley@cpicms.com Tom Miller | Net@Work Phone: 212.997.5200 Ext. 9547 Direct: 203.361.9547 tmiller@netatwork.com www.netatwork.com/alliance
- 28. 99 Yearsofmonthlyhistory Chargesorganizedintoupto8 chargegroups 15 GL,5service,5 taxcodesper department Drilldowntofullchitdetail Transfererroneouschargesto correctmember Prepareandemailanystatement directly Attachnotesandmembership documents