Fraternal Case Studies

Because It’s All About Your Members

Client Success

Real Clients, Real Results From the Fraternal Community

In our Case Studies, we share some favorite recent solutions that we helped our clients implement, as we continue to build a community between our organizations–to spark new ideas and enhance the membership experience.

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Recent Case Study

Tri Delta: User Adoption

See how Tri Delta uses re:Members CRM to transform staff adoption of their technology and enhance the user interface.

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Note: This video references the name ChapterSpot throughout.
Our solution is now known as re:Members CRM.

Phi Mu: Dynamic Filters on Dashboards

See how Phi Mu uses our CRM Platform to visualize KPIs through dashboards and use those dashboards to help drive action for staff members.

Phi Sigma Rho: Convention Voting

See how PSR uses our CRM Platform to handle convention voting via the Portal and view voting totals in real-time on Salesforce.

Tri Delta: Day of Giving Page

See how Tri Delta uses our CRM Platform to communicate Day of Giving data with staff and trustees and allow trustees to send pre-populated texts to donors.

Phi Delta Theta: Managing Chapter Accreditation

See how Phi Delta Theta uses our CRM Platform to centralize chapter accreditation data and give a real-time summary of chapter accreditation.

Kappa Alpha Theta: Cross Filter Reports

See how Theta uses our CRM Platform to ensure data accuracy with reports and answer deeper questions in reports by utilizing cross filters.

Phi Kappa Tau: Graduation Role

See how PKT uses our CRM Platform to track key performance indicators (KPIs) in reports and measure KPIs by tracking graduation rate.

Theta Chi: Tracking Expansions & Recruitment

See how Theta Chi uses our CRM Platform to view advanced tracking for Potential New Members (PNMs) and track event registration and attendance.

Tri Delta: Search By Initiation Date

See how Tri Delta uses our CRM Platform to let members to view who they want to school with and how they easily reconnect with alumni for foundation efforts.

Zeta Beta Tau: Tracking Next Giving Level

See how ZBT uses our CRM Platform to inspire donors to reach the next giving level and measure giving level data to determine solicitation strategies.

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Beta Theta Pi: Collecting 100% of It's Member Dues

See how Beta Theta Pi closed its books with chapters having collected almost 100% of member dues at the local level. See how yours can too with re:Members Unified Finance!

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The Results Speak for Themselves

“One of the benefits of working with re:Members CRM is that they share all of these resources and have webinars where we can share what we’re working on as a community, to really brainstorm with one another and create new developments. Which is so valuable across the fraternal community.”

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Pi Kappa Alpha
re:Members CRM
“They have transformed how our chapters record and account for their member fees. Beta closed its books last year with chapters having collected almost 100% of member dues at the local level!”

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Beta Theta Phi
re:Members Unified Finance
“My Chapter Representative was extremely helpful. I often asked several questions a day and they would respond to me within the day always. The answers were thorough and clear.”

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Alpha Epsilon Phi
re:Members Choice Finance