The Association's Guide to All Things Salesforce

What association professionals should know about the leading CRM platform.

Many membership-based organizations are moving to an enterprise customer relationship management (CRM) platform as the foundation for their association management software (AMS).

One reason for this trend is a company building an AMS solution on a CRM platform can focus on delivering the functionality associations need without having to build their own CRM technology. Yet, their customers still have access to CRM features.

CRM is critically important to associations. Knowing your members and tracking interactions with them, collaborating with your staff to deliver a better member experience, and gaining useful business intelligence on membership trends are more important than ever before.

As the leader in CRM, Salesforce serves as the foundation for a modern AMS that puts members at the heart of an association’s activities. In fact, in a report about CRM suites, Forrester named Salesforce as a leader in CRM, largely because it “puts the customer at the center of its vision.”

Download this guide to discover:

  • How Salesforce handles upgrades and the benefits of the continuous upgrade model
  • How Salesforce ensures your data is secure and running smoothly
  • Why Salesforce Person Accounts are the preferred data model for associations
  • Three questions to ask potential vendors when selecting a Salesforce-based AMS
  • And more!

 

Download the guide

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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