Did your association team miss the Salesforce Dreamforce conference this year? Not to worry. Since Nimble AMS is built on the Salesforce CRM platform, I was there, and I took notes! Here are a few key takeaways from my experience at Dreamforce 2018: Customer 360: This...
Over the weekend, I made 2 purchases on Amazon; one from my laptop (at home) and the other from my phone (at one of my kids’ swim meets). In both cases, the checkout process was quick and easy. Amazon is unique in the fact that they do not give you the option...
A customer recently asked a question that stumped me for a minute. The question: Can I have a list of my favorite reports? The answer is YES. There are couple of options to pick from that would match up to your work style. Option 1 – For the visual user, simply...
Associations Should Emulate Drug Dealers ReWork is a book by the founders (Jason Fried and Hansson) of 37 Signals that will make you think and question conventional wisdom. It it incredible thought provoking and we have given dozens of copies to our customers over the...
We have all had those days where we get stressed. We have a ton to do. Maybe it is during that heavy membership drive where you have a massive amount of membership renewals that need processing in a very short period of time. Or it could be when the...
Last week, someone asked me how good were the report features were in Nimble AMS. This person was also newer to the Salesforce community, so they were also unfamiliar with the reporting capabilities found natively in Salesforce … the platform Nimble AMS is powered by....
When you have an association management solution (AMS), you want this system to ROCK! When you ask if the system can do this or do that, you want the answer to always be YES! Ultimately, you need this system to do everything for you. Your association...
The facts are simple. There are a TON of associations and nonprofits use Salesforce. There are approximately 12,000 organizations using Salesforce today. They could be using Salesforce directly through a Foundation grant. Or they can be using amazing apps tailored...
We have heard this over and over again. “It is easy to get the data into your AMS but searching on it or getting it out really BITES!” Many old style AMS’s go the traditional model of having only a few search options. If you are lucky, maybe...
“I need world class CRM features in my Association Management Software (AMS)!”I hear this statement at least once a week. Basically, association staff are tired of the status quo. In a sweeping statement, I would say that most AMS options...
Everyday I am showing association executives the amazing features and functionality that come with Nimble AMS and Salesforce. And I never get tired of seeing their mouths drop open in amazement (such as seeing the picture of the hovering cat) or hearing them...
You can say many things about about your data. Your data is very valuable. You get great statistics from your data. You try very hard to keep your data up to date. The reports and lists you run on your data help keep your association running....
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