A large sports and social club offering a wide range of services, including sports, schools, activities, events, and catering, needed to modernize its internal management and improve the experience of its members. The organization operated with disconnected systems and manual processes that increased the administrative burden and led to avoidable errors. In addition, it lacked a complete view of its members, which made it difficult to offer a truly personalized service.
The management of facilities, reservations, passes, consumption, and activities had become particularly complex due to the diversity of cases and rates. Added to this was the difficulty of integrating new functionalities without affecting existing systems, a major obstacle to the club’s digital evolution. Finally, the organization required a more reliable billing and accounting model that was fully connected to the actual operation of the business to ensure accurate and efficient financial control.
Socio 360, the platform developed by Teknei that centralizes the comprehensive management of clubs with high operational complexity, was implemented. The solution was built on two key technological pillars:
- Salesforce (360º view of the partner): As a central CRM to unify data, histories, preferences, consumption, interactions and communications in a single point.
- Microsoft Dynamics 365 Business Central (invoicing and accounting): Natively integrated to automate economic processes, generate accurate invoicing and record collections.
As official Salesforce and Microsoft Business Central partners, we adapt the solution to the real processes of the club, guaranteeing scalability and total integration. The implemented platform includes:
- Comprehensive membership management: dues, fees, membership types, contracts and renewals.
- Online booking of facilities and activities, with voucher management, discounts and special rates.
- Partner portal with premium experience: unique access, fast booking, service history and personalized communication.
- Accounting and financial integration: automated invoicing, collections and reconciliation with Business Central.
- Real 360° view of the partner thanks to Salesforce.
- Total scalability, ready to incorporate new areas, sports or services.
The implementation demonstrates the flexibility and power of Socio 360 for clubs with multiple services and advanced caseloads, providing a robust, scalable and future-proof platform.
- Total unification of partner information with Salesforce.
- Automation and reliability of the economic area thanks to Business Central.
- Premium omnichannel experience for the partner.
- Reduction of operational burden and administrative errors.
- Guaranteed scalability for new services, sports and processes.
- Seamless integration with existing systems, without disrupting club operations.
- Flexible platform, designed specifically for complex clubs.
