Is your association looking for new technology? If so, you’re not alone! These days, many large membership-based organizations are choosing to use an association management software (AMS) system built on an enterprise customer relationship management (CRM) platform.
An AMS system built on a CRM platform offers unmatched functionality and benefits for your organization. Read our blog to discover how the right AMS + CRM can advance your entire association.
The importance of CRM for associations
Customer relationship management (CRM) platforms are designed to empower your organization to enhance your customer relationships. And, of course, your members are your customers.
CRM technology helps you to know your members better, build and track interactions with them, and gain useful business intelligence on membership trends – all in a streamlined way. These capabilities ultimately help you work more efficiently, make smarter business decisions, and better tailor your products and services to meet member needs.
Why your association needs CRM and AMS functionality
Using an AMS system built on an enterprise-level CRM platform gives you a unique combination of features and benefits to help you manage your association. With this approach to your technology, you gain:
- World-class CRM functionality that provides the foundation of the AMS system
- The association-specific tools and templates on top of the CRM platform that you need to manage your membership and your organization
When you choose Nimble AMS, built on the Salesforce CRM platform, each solution brings something different to the table. The Nimble AMS system provides the specific tools, templates, and capabilities associations need to manage their organizations. And because it’s built on Salesforce, it also gives associations access to world-class CRM functionality.
Here are some examples of what you get with Nimble AMS, built on the Salesforce CRM platform:
- Underlying Salesforce CRM functionality
- Customer relationship management
- Process automation
- Artificial Intelligence (AI)/predictive analytics
- Business Intelligence + reporting/dashboards
- Three seasonal product updates
- Nimble AMS tools and templates
- Membership data management
- Online member portal/community
- Event management (including meetings and annual conferences)
- Certification management
- Financial management (including dues, product fees, and donations)
- Continuous product updates (three times a year) to ensure the latest features and innovation
- Association-specific templates for email communications, processes, dashboards, reports, and more
What the AMS/CRM combination can help your association achieve
Now let’s look at a few specific things your association can do with Nimble AMS:
- Achieve your membership goals
You can use Artificial Intelligence and predictive analytics capabilities to help reach your membership goals. For example, increase membership by using trend data to predict which member benefits will drive the most new memberships, and then highlight those benefits in an automated email series for member recruitment. Or reduce membership lapses by using data about past behaviors to predict if a member is unlikely to renew and then intervene before losing the membership. - Gain valuable insights into your membership
You can use business intelligence tools to provide a better member experience and grow your organization. For example, draw from your member data to pinpoint optimal pricing, products, content, and engagement to offer attractive membership levels that draw in more new members. Or use these insights to provide products, benefits, and content that members value most to boost member satisfaction and retention. - Work more efficiently
You can use process automation capabilities to reduce the burden of manual tasks, saving staff time and effort. For example, schedule membership reports to send automatically via email to yourself, executive management, or your board of directors. Or automate a series of email communications to members based on members’ actions, such as registering for an event or paying membership dues.
Nimble AMS is built on the Salesforce platform to give you the association-specific functionality and the CRM capabilities you need.
