New CPA member database coming soon!

As the CPA has been communicating over the past few months, a new Customer Relationship Management (CRM) solution is being implemented that will enable the Association to offer better services to members.

New benefits include:

• The ability for potential members and trainers to fill out an online application form that will directly populate their profile in the system. This will allow for a quicker review and approval process for new members and trainers.
• Online membership renewal process, with automatic invoicing and receipts generated at the time of registration.
• Real-time updates on the CPA website for upcoming events and member information.
• Access to member company profiles (primary contact only) and individual member profiles.
• Ability to download membership, trainer or trainee certificates.
• Ability to review transactions (e.g., membership fees, event registrations and training purchases).
• Ability for trainers to purchase training material online.
• Ability for trainers to create training sessions and for students to sign up for these training sessions through a personalized link.
• Access to CPA communications and member/trainer specific material through an online library (replaces The Grid).

Stay tuned for more communications about the CRM solution, including a webinar that will help members and trainers log in and navigate through the new system.