Membership Exchange

Empower your membership team with the complete membership solution

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Are you looking to improve your membership experience with a one stop membership solution?

Then read on…does this sound familiar?

Time Consuming Administration

  • Offline or paper-based and manual processing
  • Poor onboarding and renewal processes
  • Disconnected membership and finance systems

Poor Membership Experience

  • Clunky application and renewal forms
  • No platform for members to access their benefits or connect with their network
  • Lack of communication outside of renewal fee reminders

Lack of Data Quality

  • Poor pipeline management and oversight
  • Limited visibility on membership engagement or benefit usage
  • No insights into opportunities for growing your membership base

Membership Exchange Features


Check out the range of features available in our membership solution below to meet the needs of membership organisations and the range of outcomes that our clients shout about.

Integrated Membership Database

Benefit from a 360 view of your members to communicate, track services delivered and identify areas to support them.

  • Automate onboard and renewals
  • Track membership engagement rates
  • Record services and communications
  • Increased efficiency
  • Improved retention rates
  • Greater data visibility

Online Membership Community

Empower your members with self-service capabilities, access to searchable knowledge, discussion groups and directories.

  • Branded portal for members
  • Self-service member management
  • Discussion groups and directory
  • Improved engagement
  • Improved retention rates
  • Improved customer service

Internal Departmental Efficiency

Improve business processes between sales, membership, finance and comms to streamline internal processes and customer service.

  • Integration with online financial PSPs
  • Integration with accounting software
  • Integration with E-marketing tools
  • Improved financial resilience
  • Improved business intelligence
  • Improved efficiency

Need a Membership implementation?

We’ve got you covered. Get connected to our in-house membership experts to start your digital transformation.

book your demo today

Check out what our customers say

“Economic Change have done a world of good for our organisation through their Salesforce support and I have absolute confidence in their CRM and impact measurement expertise. They have changed the way we work to help our team embed more efficient processes, save on admin time, and create a better experience for our members. For us, accessibility for people with sight loss and the assistive technology they use was really important. Our partner understood these needs and already had a good level of awareness. ”

Alexa Sage,
Development and Innovation Manager

View Success Story

“The project involved the set up and customisation of a CRM database so that an Umbrella organisation might better manage its correspondence and relationships with around 120 member organisations. The project involved CRM customisation, data import, Eventbrite and Mail Chimp Integrations. We appreciated the time spent by Economic Change understanding our organisation and business model, the care taken to get the details right, and the wisdom that came with the experience about how best to implement what we needed.”

Nick Ralph, Council for Social Responsibility (CSR) in Portsmouth

View Success Story

“We needed a system and online registration and payment process to manage the membership of the 160,000 charities and their contacts, across England and Wales. We implemented Salesforce with online registration and payment capabilities using Form Assembly  and a Xero account integration to enable initial and renewal annual membership payments. Invoicing for fees is now easy, meaning income streams are predictable and analytics can improve performance of this income in the future. We have real time analytics and data for meetings as we need.

View Success Story

Full overview of our membership solution

Our Membership solution brings together all of the benefits of the #1 Salesforce CRM platform and Non Profit Success Pack with additional features that we feel creates a full membership experience.


Lead Management
Contact Management
Household/Account Mgmt
Opportunity Management
Activity Management
Communication Tools
Campaign Management
Reports and Dashboards
Mobile Access
Workflows and Approvals
Duplicate management
Online Application
Member Management
Renewal Management
Member Help Desk
Contract Automation
Member Community
Online Annual Reporting
Member Directory
Member Location Map
Support Tracking
Media Management
Advanced Analytics
Online Knowledge Area
Integrated E-marketing
Integrated Event Management
Integrated Financial Systems

Thinking about streamlining your membership management process using digital solutions?

Download our Business Analysis Questionnaires to think through your requirements.

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Our Partners

We work with a number of technical partners to bring our membership management solution to life.


Salesforce offers a #1 CRM tool with a built in non-profit success pack which has some ready made features to support membership management. We build on this using products such as Community Cloud, Service Cloud, Pardot, Einstein Analytics to realise a great Membership Solution for clients.


We work with payment gateway provider Findock which is a native Salesforce product and ISV partner. Their tool supports online payment collection, gift aid and bank reconcilation to support financial process management.

Lighthouse KMS

If you require advanced knowledge management functionality we harness the power of Lighthouse KMS to be provide an enhanced self-service information, advice and guidance service for members.

Our Customers
love what we do

Over 600 Projects delivered to over 300 non profits. Economic Change has empowered companies of all sizes with Salesforce.

Read our Success stories

“This was a completely new project for us, the team were fantastic and made this journey enjoyable and a lot easier to manage. Their communication was excellent and very clear, keeping us informed throughout the process. All questions were answered efficiently and they were quick to help us out when ever we needed.”

RSPCA Norwich

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change worked very closely with us,was very approachable and was excellent at explaining things in a way that we could easily understand. Their help was much appreciated by our team and the wider organisation who have been impressed at how we are starting to implement what we have learnt. ”

Plunkett Foundation

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change really understood how our charity works which proved to be very useful in designing our salesforce org. We have now a very flexible and valuable tool that will help us keep up to date information on our contacts, relationships and activities. This in turn will massively reduce the time collecting our stats for grant funders. Thank you!”

Entelechy Arts

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

“Economic Change and our assigned consultant really went above and beyond to develop what we needed. During the scoping period, they really worked with us to identify the priorities and find ways to get the most functionality out of our limited budget. Our consultant was very patient and flexible, adapting things as we tested and refined our needs. The Supermum trainee was smart, efficient, and led a great Admin training. Economic Change also provided input on the most appropriate payment processor for us, which was area that we weren't implementing on this project. I have already recommended Economic Change to a friend at another charity and I would gladly do so again.”

The Care Workers Charity

Salesforce Verified

This review is provided to Salesforce by the customer in a project satisfaction survey.

Book a Digital Strategy Consultation

Book a FREE consultation with a member of our team. As part of the consultation, we will review your business priorities, technical requirements and product options to help you develop and reinforce your digital strategy.

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