What is the Hype about Salesforce for Associations



Course Description

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.

Webinar: Group live presented online due to COVID-19  ||  Attendance: 23 Associations  ||  Reviews    ||    Matt Frank is a joy — so knowledgeable and happy to share. And Frank of SEPA brought great insight from an active practitioner.

Click HERE for recording.

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online)

Learning Objectives
  • 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.
Instructors/ BIOS
Jake Fabbri; Chief Marketing Officer at Fonteva, Salesforce Premier Partner
Matthew Frank; Head Of Product Marketing, Fonteva
Frank Grace, CAE; Director of IT at Smart Electric Power Association (SEPA)
Date TUESDAY, JANUARY 26, 2021
11:00 AM – 12:30 PM (EASTERN TIME)
CPE/CAE Credits
Level Intermediate
CPE(NASBA Category) Information Technology
CAE (Field of Study) Administration
Prerequisites and advance preparation needed 1 year experience in business operations; no advance preparation required
Wade Tetsuka, CPA
Group Live Presented online due to Covid-19
Cost free


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