Nimble AMS and the Salesforce CRM Platform It’s Built On

What each technology brings to the table and how associations benefit from their powerful combination.

The power of an AMS system built on a CRM platform 

Today, many large membership-based organizations are choosing to use an AMS system built on an enterprise customer relationship management (CRM) platform, like Nimble AMS built on the Salesforce CRM platform. With this approach, each technology 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.

But you might find yourself asking a few questions about this approach, such as, “Why is CRM functionality so important to associations?” and “If I have a CRM platform, why do I also need an AMS system – and vice versa?”

In this guide, we’ll take a look at answers to these questions and more. You’ll learn:

  • The importance of CRM functionality for associations
  • The benefits of using an AMS system built on a CRM platform
  • Why Nimble AMS is built on the Salesforce CRM platform
  • What to look for in a Salesforce CRM-based AMS system

Let’s get started.

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See what our customers have to say about Nimble AMS

“We’re able to process memberships and run reports so much faster with Nimble AMS. We also worked with the Nimble AMS team to build an AI-driven solution that automatically identifies members at risk of lapsing, and then helps us take quick action to save the memberships. All of this has led to return on our investment sooner than we expected."

Jaclyn Baird, Director of Membership Services, MCA&F

"We have been using Nimble AMS for over three years and it continues to pay dividends. The staff has detailed membership information on one screen and no longer must drill down endlessly, saving time and increasing productivity. Our Executives have dashboards and reports fine-tuned to their needs. The system is always up-to-date, and the updates are painless."

Mike Lakas, VP, Operations and IT, American Foundry Society

“If someone asked me if they should switch to Nimble AMS, I’d tell them to do it in a heartbeat. It’s the best decision I’ve made in my position at NASPA.”

Courtney Patterson, Senior Director, Information Management and Constituent Experience, NASPA

“With Nimble AMS, we now have easier and more reliable access to our member data. We can configure the system to meet our needs. And since it’s cloud-based, with easy product upgrades, we don’t have to worry about maintaining and updating it.”

J. Rex Brown, Director of Information Services, PEI

“Nimble AMS, built on Salesforce, is the foundation for anything we can think of. We’ve been able to automate hundreds of processes, which saves our staff countless hours each day.”

Jake Adler, Chief Technology Officer, ASSH