"Cobalt has been incredibly responsive to our needs, whether it’s supporting the setup of our system or implementing new features into the base product like the Universal Cart, which allows customers to purchase membership applications, store products, meeting registrations, and more, in one streamlined checkout process, saving our customers time and effort. Their team’s industry knowledge and implementation guidance helped us transition to a new system in the most efficient way possible. The best part of our partnership is that we no longer work in a rigid system that requires us to reach out to support for even the smallest of changes. To that end, Cobalt’s support team blows the rest away – we always receive timely, thoughtful responses when we do reach out. It’s stand-out service. Overall, we finally can track our membership, accreditation, and certification data more efficiently and we gained a true AMS partner."
Products
Key Features
Membership portal
New integrated website
Built-in online community
Challenge & Solution
As UCA’s membership grew, managing various operational aspects, such as membership data, certification, and accreditation tracking, became increasingly complex. UCA needed a comprehensive system that could centralize their data, streamline member interactions, and offer customization to adapt to their evolving needs.
They wanted a solution that would save time and money while integrating seamlessly with their existing Microsoft ecosystem. UCA also required a platform that was responsive to feature requests and offered easy data tracking and reporting.
Results
With Cobalt’s solution in place, UCA was able to streamline operations and save both time and resources. The Engagement Dynamics platform enabled UCA to manage all of its membership, certification, and accreditation data in one centralized system, making it easier to track interactions, member application progress, and the overall customer experience.
The integration with Microsoft products allowed for better reporting, enabling UCA to gain deeper insights into member engagement and operations.
Additionally, the implementation of the universal cart feature significantly improved the user experience for UCA’s members, simplifying the process of making multiple transactions.
Thanks to Cobalt’s responsiveness and commitment to ongoing improvement, UCA continues to benefit from a system that evolves alongside their needs, providing them with a scalable, efficient solution for their growing organization.