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Protech Begins Offering Hosted Solution for Smaller Associations

I’ve always thought the CRM for Members product that Protech Associates has built on top of the MSCRM product was a good AMS product. But the software and implementation has traditionally been rather pricey, so up to now it hasn’t been appropriate for “smaller” associations (e.g., those under 15 staff).

But now Protech is offering a fully hosted AMS/CRM product and pricing it with subscription pricing that I think will make it competitive in this area of the market. Fully hosted means the association has no hardware to manage and the entire system is accessed via an internet connection.

As I understand it from Protech, this fully hosted product will be offered with some initial consulting fees (for configuration and discovery) and then will be priced at a monthly subscription fee per user. The subscription fee will include all customer support as well as all upgrades. Based on the pricing I’ve seen, the five year total cost of ownership (TCO) on this model seems very competitive with other offerings on the market.

I’m glad to see this product being made available to this part of the association market. What makes it especially intriguing is that even though this is in a hosted environment, users will still get the full Outlook integration offered in premise-based MSCRM deployments.

Full disclosure: EDM is an independent third-party consulting firm. This means we have no financial relationship with any of the vendors mentioned in this blog. We provide unbiased opinions on what we see.

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“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance
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