Association Management Software
Protech’s powerful association management software (AMS) helps associations support their missions, serve members, and strategize for future growth. Protech leverages the most advanced technologies available from Microsoft, like Microsoft Dynamics 365 and Microsoft Power BI, to offer associations near-limitless software that integrates seamlessly with the Microsoft ecosystem.
Membership Management (MX)
Personalize member experiences with site customizations and membership portals.
Events, Sponsorships, and Exhibits
Coordinate event management through your AMS to expedite the process.
Education and Certifications
Empower members to take charge and manage their professional development goals.
Fundraising and Donor Management
Drive new revenue with streamlined association fundraising capabilities.
E-Commerce and Payments
Create a branded e-Commerce website for a seamless member experience.
Marketing and Communication
Stimulate member engagement with personalized marketing materials and Microsoft integrations.
Business Intelligence & Analytics
Utilize Microsoft’s Power BI to arm your association with reports and analysis.
Staff Experience and Productivity
Accomplish more with less time and effort with Protech.
Membership Management (MX)
Protech’s AMS creates exceptional member experiences with single sign-ons (SSO), mobile-responsive design, simplified billing, and more. Engage and retain more members by effectively managing the membership lifecycle. Streamline applications, renewals, upgrades, and more via a user-friendly member portal.
Give members the power to manage their own experiences with 24/7 access to their profiles through SSO. You’ll reduce staff burden, and they can pay dues, upgrade their plan, shop for merchandise, or register for events when convenient.
Our MX feature empowers you to:
- Save time and support member retention.
- Keep members connected throughout the online experience.
- Engage with members on the go with mobile apps.
- Provide 24/7 access to member information and resources.
- Simplify complex member renewals.
- Easily manage chapters, committees, and rosters.
Events, Sponsorships, and Exhibits
Protech’s event management tool offers everything your association needs to plan, set up, and execute events. Track the success of your meetings and conferences, generate new non-dues revenue from sponsorships and advertising, and coordinate expo logistics with exhibit and booth management.
Our event management solution will also:
- Simplify the meeting setup and registration process for members and staff.
- Automate event registration, cancellations, and reporting.
- Copy registration, session, and facility details from one event to the next, saving time and boosting productivity.
- Manage exhibitor badges, sponsorship payments, and transactions for booths, badges, miscellaneous products, and cancellation fees.
- Handle complex pricing such as tiered packages or early bird discounts.
Education and Certifications
Protech’s membership portal helps you and your members track their certification and accreditation goals. Easily evaluate member engagement, determine which topics spark interest, and draw actionable insights from learners.
Protech streamlines professional development tracking by:
- Recording an accurate education history by tracking certifications, continuing education (CE) credits, and professional development milestones directly from your AMS.
- Creating a consistent learning experience through one of our partner learning management systems (LMS).
- Linking accreditation and certification courses with product sales and meeting sessions.
Fundraising and Donor Management
Support your association’s most important initiatives through streamlined fundraising processes and donor management powered by Protech AMS. Here are some ways Protech can help you fundraise:
- Create donor profiles and track interactions with supporters, helping you maximize new opportunities to nurture relationships.
- Make donating easy with recurring gifts, in-kind donations, and auction item processes, all without adding to your team’s administrative workload.
- Launch targeted appeals and automatically acknowledge gifts from supporters.
- Process invoices manually or automatically to deliver an exceptional and transparent donor experience.
- Automatically track and report fundraising data to watch trends and identify opportunities for improvement.
E-Commerce and Payments
Leverage customizable e-Commerce websites to provide members with a convenient online shopping experience. Members can use the online store to register for events and purchase merchandise at their convenience.
Protech’s AMS sets up your eStore for success by:
- Providing a polished online storefront, like this example from our satisfied client, the Association for Middle Level Education.
- Automating the e-Commerce process to free up staff time.
- Offering special promotions or quantity discounts, and calculating shipping costs and taxes in real-time.
- Giving members complete control of their online shopping experience and payment plans with self-service offerings.
Additionally, use Protech Payments, our built-in, seamless payment solution, to securely collect payments. Protech Payments eliminates the need to use multiple systems for financial management, accepting and processing international payments, ACH payments, and digital wallet payments, all from your AMS.
Marketing and Communication
Protech’s association management software includes complete marketing software to develop memorable marketing communications. Associations can send emails directly from Microsoft Dynamics 365 to make it simple to stay within the Microsoft ecosystem.
Protech will simplify marketing for your association by:
- Integrating with your association’s marketing automation or email marketing platform to maintain automated and personalized outreach campaigns.
- Sending emails directly from Microsoft Dynamics 365 to one member or hundreds.
- Creating member segments to send tailored communications to specific groups based on member type, behavior, or engagement level.
- Easily tracking campaign progress, open and click rates, and much more through seamless integrations with platforms like ClickDimensions.
Business Intelligence & Analytics
Protech’s analytics feature, LX 365, is fueled by Microsoft’s Power BI to provide deeper insight into your organization’s member data. Use custom reports and dashboards to make data-driven decisions, maximize their revenue, and more:
- Share customized dashboards across your association.
- Bring data to life and track membership trends, event ROI, fundraising performance, and more in real-time reports.
- Turn insight into action through business intelligence.
- Visually assess and explore data without leaving your AMS.
- Craft role-based dashboards for various staff and leadership, helping them make data-backed decisions.
Staff Experience and Productivity
Protech offers a familiar, user-friendly Microsoft UX/UI that will encourage staff adoption and simplify training. Our solution’s seamless integration with Outlook, Excel, and Teams means the AMS will effortlessly fit into your team’s day-to-day workflow.
Protech supports staff training and knowledge with:
- The Protech Users Group (PUG), a community of users dedicated to peer learning, feedback, and product updates.
- The MX Documentation Site, a searchable database of how-to guides and process documentation designed to assist and empower users at all levels, whether they’re beginners or long-time Protech users.
