11:00 AM - 12:30 PM (EASTERN TIME)
Salesforce is the largest CRM (Customer Relationship Management) platform in the world. Does such a solution make sense for Associations given the various existing AMS (association management systems) systems on the market which have been designed specifically for Associations?
During this session we will explore why associations transition from a legacy AMS to enterprise CRM platforms like Salesforce. What were the benefits for the Association of doing so, what challenges may arise, and some examples of how Salesforce can benefit an association’s operations.
We will also present an actual Association case study with an association executive who will provide the practitioner’s perspective of the transition from a legacy AMS to an enterprise CRM platform.
Enterprise CRM platforms like Salesforce claim the ability to provide tools to connect your marketing, sales, commerce, engagement, and service operations to create a 360-degree view of your organization’s customers and members. For associations, can an enterprise CRM like Salesforce and its ecosystem of applications work in practice to eliminate silos, scale operations, and leverage data to drive strategic decision making.
- Understand how an enterprise CRM platform can replace the functionality provided by legacy AMS technology.
- Discover the concept of member-360 and how eliminating data silos across operations can achieve this.
- How to develop, track, and report on KPIs (Key Performance Indicators) across your organization using Salesforce.
|Level||Intermediate||Delivery||Group live presented online due to COVID-19|
|CPE(NASBA Category)||Information Technology||Reviewer||Wade Tetsuka, CPA|
|CAE (Field of Study)||Administration||CPE/CAE Credits||1.5|
|Prerequisites and advance preparation needed||preferably 1-year or more of experience with association management or operations. Advance preparation needed: None||Cost||$0.00|
CPE Compliance Disclosure: U.S Transactions Corp. (CPE Sponsor ID: 138278) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org I n accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.