Employee Spotlight – Mike Becker

Posted by Protech Team

Wed, Feb 15, 2017

Over the past 9 years Protech Quality Assurance Specialist Mike Becker has seen a lot of changes. Most notably is the evolution of Protech’s MX Online product. Mike began working with MX Online, originally code named “Diamond,” in 2010 and has continued to help improve its functionality for seven years. As part of the Quality Assurance (QA) team, Mike tests current and soon-to-be released MX Online functionality, collaborates with others to create release notes for MX Online and works with Protech Solution Consultants to validate client reported issues in QA environments.
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Topics: Employee Spotlight

How to Track Email Responses with Microsoft Dynamics 365

Posted by Hamid Echane

Mon, Feb 13, 2017

Associations of all sizes run different campaigns throughout the year – from fundraising to membership drives to event registrations. One thing all campaigns have in common is communications. Email marketing is a cost effective method of communication and, according to Forbes, can give associations the best return on their time investment. In addition, by creating and sending emails through the native Marketing Campaign functionality in Microsoft Dynamics 365, associations can track email responses to determine the effectiveness of their campaigns.

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Topics: associations, marketing, Microsoft Dynamics 365

Creating Smarter Campaigns with Microsoft Dynamics CRM Marketing

Posted by Mary Ann Roberts

Fri, Jan 27, 2017

Throughout the year, associations engage in a number of different campaigns fundraising, membership, event marketing and more. To ensure successes for these campaigns, it’s important to organize and track campaign activities and their effectiveness throughout each campaign. Responses collected during these campaigns can be used to help enrich member data if they are integrated with your association management system (AMS). In addition, integrating campaigns with your AMS means that all campaigns are in one central location encouraging departments throughout the organization to coordinate efforts.

The native Marketing Campaigns functionality in Microsoft Dynamics® CRM gives associations the tools needed to plan, run, track and report on campaigns without custom development, which can save time and money for the organization.
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Topics: Microsoft Dynamics CRM, marketing

Protech All-Star – Justin Rossello

Posted by Protech Team

Fri, Jan 6, 2017

For more than 30 years, Protech has strived to provide the software and professional expertise needed to help our clients deliver first-class member experiences. This mission would not be possible without our team of highly skilled individuals who are deeply passionate about helping our clients succeed.

Each year at our Protech Fusion Customer Conference, we present the All-Star award to one team member who consistently sets a standard of excellence with their leadership, “can-do” attitude and dedication to creating WOW!-inspiring customer service. In 2016, we bestowed this honor upon Senior Sales Engineer Justin Rossello.

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Topics: WOW! Award Winners

WOW! Award Winner: 25-Year Customer – Connecticut Business & Industry Association (CBIA)

Posted by Protech Team

Tue, Dec 27, 2016

This year marked a special anniversary for Protech as we celebrated 25 years of partnership with the Connecticut Business & Industry Association (CBIA). For more than a quarter of a century, CBIA has trusted Protech’s association management software (AMS) to keep things running smoothly. As a small token of our appreciation, we presented CBIA with a special WOW! Award at this year’s Protech Fusion Customer Conference.

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Topics: WOW! Award Winners

Employee Spotlight – Jessy Schroeder

Posted by Protech Team

Wed, Dec 14, 2016

Protech takes great pride in its familial work culture, which includes extended family members and long-time friends. So, it comes as no surprise that Jessy Schroeder, one of the newest members of the Protech team and the star of this Employee Spotlight, is also the daughter of data conversion specialist and Protech’s fifth employee of all time, Karin McGaw.

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Topics: Employee Spotlight

How Do You Ensure Financial Data Integrity for Your Association?

Posted by Ann Eichel

Fri, Dec 2, 2016

Sometimes two things come together to form an exceptional combination. In food, there is wine and cheese. In music, we have the songwriting duo of Paul McCartney and John Lennon. In association financial management, it’s the integration of an organization’s association management software (AMS) and its accounting system — but only when done right.

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Topics: data management, accounting, data migration

3 Tips to Keep Membership and Subscription Revenue On Track

Posted by Ann Eichel

Tue, Nov 22, 2016

Association accounting departments have to manage many revenue streams, from memberships and event registrations to product sales and subscriptions. With different departments handling different revenue generating activities, it is important to develop solid business processes that will keep each revenue stream’s reconciliation procedure on track and organized.

Membership and subscription revenue streams are typically set up on a cash basis where revenue is not recognized until the dues are fully paid. Therefore, associations need to keep track of membership expiration dates, invoicing cycles and revenue recognition so the accounting department can close each month smoothly. Monitoring unpaid invoices also promotes a stable membership retention rate.
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Topics: accounting

A Healthy AMS for a Growing Association

Posted by Protech Team

Fri, Nov 11, 2016

Like any successful organization, associations want to grow, retain members and add new ones. However, without the right association management software (AMS), associations can experience significant growing pains.

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Topics: association management software, Microsoft Dynamics CRM

WOW! Award Winner: Overall Excellence – American Association of Nurse Assessment Coordination (AANAC)

Posted by Protech Team

Thu, Oct 27, 2016

From exceptional individuals who are leaders in their associations and teams that work together to expand their technological capabilities to advances in member services and projects that were on the fast track to success, this year’s WOW! Award winners have accomplished amazing things.

At the end of the day, it’s the people and the relationships that make the technology, systems and processes effectively work for an organization. Protech has been incredibly fortunate to work with high-caliber, seasoned association professionals who come to the table to objectively manage challenges and assist in proposing solutions. The staff of the American Association of Nurse Assessment Coordination (AANAC) exemplify all these qualities and more. This is why we believe that AANAC was the clear choice to receive the Overall Excellence WOW! Award at this year’s Protech Fusion Customer Conference.

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Topics: WOW! Award Winners

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