Salesforce for
Membership

End-to-end membership management to build thriving social groups

Whether you are a business or non-profit, we use Salesforce & the Communities platform to help you engage more effectively with your members.

We provide a single connected system that manages everything from onboarding, communications and payments to membership self-organisation, geographic matching & mentoring relationships.

Industry Expertise

Deep expertise in large scale membership managment

Our team have created numerous membership management solutions for a wide range of organisations – including Political Parties, Chartered Institutions, Professional Networks & Non-Profit organisations.

We put each member at the heart of your organisation’s systems – giving you complete visibility of their activities, interests, and information. We focus on their experience, streamlining their interactions with you across websites and applications.

We understand the challenges of large membership groups, using applications and automation to reduce the time and resources spent on administration – allowing you to focus your efforts on your organisation’s mission and objectives.

Non-Profit Membership Organisations

Westbrook work with Non-Profit membership organisations through our Force for Good TM programme.

We understand the unique challenges of non-profit membership, building solutions that manage gift-aid eligibility and fundraising, coordinate volunteers & support engaging outreach programmes.

Objectives Met? I think they were exceeded.

I have enjoyed working with Westbrook and found both the consultants, pre-sales and senior manaagement input very professional and well managed.

– Bart Walsh, CIPD

Industry Solutions

Belonging to a Membership Group of their peers can be key to your member’s professional development – and we understand how to build solutions that enable you deliver greater value for your members.

We build solutions that ensure your organisation supports, nurtures and shares your member’s talents – managing communications for thought leadership, developing mentor relationships and organising networking events.

A well-organised membership that can act rapidly and collaboratively in the field can change the future of nations.

We build mobile first solutions that keep your members in touch with you wherever they are – with geo-location and branch matching systems to allow management on the regional level.

By connecting membership management & fundraising in a single system, we enable you to raise contributions more efficiently – with comprehensive reporting tools for forecasting and decision making.

We connect your members to the professional insight your industry leadership provides.

We build solutions that make it easy for members to access your content, training portfolios and certification courses – managing associated fees and bookings in a single connected platform.

MANAGING
PAYMENTS

KNOWLEDGE
LIBRARIES

CUSTOM
APPLICATIONS

EVENTS &
TICKETING

GEOGRAPHIC
SEGMENTATION

MEMBERSHIP
MATCHING

ENHANCED
COMMUNICATIONS

MEMBERSHIP
AUTOMATION

A Sample of our Work in Membership

To learn more about Westbrook clients have seen success using Salesforce, complete the form to the right.

A sample of our projects will be emailed to the address provided.

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