Oomi Webinar Recap

Today, Peter Baynes and Joel Trotman from Oomi hosted an insightful webinar specifically tailored for professionals within the UK membership sector.

The session, titled “An Introduction to Oomi“, explored key challenges faced by membership organisations and highlighted how Oomi’s integrated approach can address these effectively.

Key Insights from Poll Results

The webinar opened with a poll, conducted by Baynes, asking participants about their motivation for attending. Revealingly, 54% of attendees expressed the view that their existing systems are holding their organisations back, while 46% are actively considering changing systems.

Complete Membership Management Solution

Joel Trotman introduced Oomi’s comprehensive approach, describing it as a complete membership management ecosystem built around Oomi CRM. The solution seamlessly integrates member portals, digital and web services, and online communities, simplifying management tasks and significantly improving member engagement.

Peter Baynes elaborated on Oomi’s extensive digital service offerings, highlighting an increasing industry trend where organisations are seeking to replace outdated CRM and digital front-end platforms due to complexities and inefficiencies. Oomi addresses these challenges by providing a fully integrated suite, from UX design and content migration to complete hosting and support services, underpinned by the belief that improving online experiences is essential for modern membership organisations.

CRM at the Heart of Membership Data

A central theme of Oomi’s strategy is the pivotal role of data management, captured succinctly in their mantra: “Get the data right, and the rest will follow.” Oomi CRM supports a wide range of functions, including exams and assessments, membership administration, events management, finance, and sales modules, all accessible through intuitive, low-code configuration tools. This empowers organisations to maintain control, fostering self-sufficiency, reducing administrative overhead, and boosting operational efficiencies through workflow automation.

Case Studies: RES, FLA, and UKWA

Jon Bloor showcased Oomi CRM through real-life applications, notably demonstrating systems for the Royal Economic Society, Finance & Leasing Association, and UK Warehousing Association. Each example illustrated tailored member journeys, intuitive dashboards, and streamlined processes such as customisable subscription payments and targeted member engagement features.

Oomi’s CRM allows easy access to detailed contact and organisational records, comprehensive communication histories, and powerful engagement tracking capabilities. This engagement tracking module scores member activities, highlighting those at risk of attrition and identifying potential brand ambassadors.

Open Integration and Enhanced Capabilities

Trotman emphasised Oomi’s robust integration capabilities, detailing their ‘open systems’ approach. This facilitates seamless connectivity with popular external applications including Xero, Moodle, Sage, PayPal, MailChimp, GoCardless, and Movimo for direct debit solutions. Movimo, led by Gavin Lawrence, is recognised as a leading provider of reliable, fully supported Direct Debit and Bacs Direct Credit payment solutions.

Oomi’s infrastructure is hosted securely via AWS, ensuring reliability and scalability. Oomi has also embraced advanced technology through partnerships with Senis AI and GiantKelp, providing enhanced generative AI capabilities for search, analytics, and reporting.

Collaborative Approach and Customer Success

Oomi adopts a modular, collaborative approach to implementation, focusing on phased deployments to minimise risks and quickly realise benefits. Philip, Head of Customer Success at Oomi, ensures customers experience a smooth, partnership-driven implementation journey. Moreover, the active Oomi user group directly influences product development and beta testing, ensuring continuous improvement aligned with customer needs.

Proven Success with Diverse Membership Organisations

Oomi’s platform scales efficiently to serve organisations ranging from small teams of two to large entities employing hundreds. Highlighted successes include:

• Mensa, winner of the Memcom Award 2024 for digital transformation, experienced a 38% rise in new memberships and a 19% decrease in lapsed members through Oomi’s streamlined, personalised digital experience.
• Wine & Spirit Trade Association significantly enhanced mobile user experiences and brand alignment by integrating their digital front-end and CRM via Oomi.
• Finance & Leasing Association achieved a 29.6% increase in web users, a notable reduction in bounce rates, and a substantial 127.5% uplift in user engagement through automated CRM-web integration.

Conclusion

The webinar clearly illustrated how Oomi’s comprehensive, flexible, and integrated solutions effectively tackle prevalent membership sector challenges, driving member engagement, streamlining administration, and future-proofing organisational digital strategies.

For further details or enquiries about Oomi’s services, contact hello@oomi.co.uk or visit www.oomi.co.uk.