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How To Enable MFA For Your Salesforce Org
By Amine Zerrouki and Manav Kher | November 2, 2021How-TosSalesforce

Beginning February 1, 2022, Salesforce will require customers to enable Multi-Factor Authentication (MFA) in order to access Salesforce products. In our opinion, this is a good move by Salesforce. We always recommend our clients to enable MFA on any and all of their IT systems…

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October 2019 Salesforce MC Release Update
By Courtney Moore | October 7, 2019Salesforce

The semi-annual Salesforce update this fall will happen between October 12, 2019 and November 1, 2019. Here is Gayathri’s synopsis of the stand-out items from the release. Reach out to Gayathri or the Digital Strategy team if you’re interested in Marketing Cloud. Marketing Cloud Setup:…

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Six Musts Around Onboarding Staff to Your Customer Database
By Justin Burniske | March 13, 2019AMS

Quality onboarding is essential to long-term success. Association executives are becoming more and more cognizant of how important customer data, and in turn their customer database, is to their organization’s success. Yet most associations struggle to establish a culture of data, where everyone understands the…

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Falling in Love with Salesforce Reports
By Swathi Patnam | February 14, 2019AMSSalesforcetechnology

Roses are red, Violets are blue, We love Salesforce reports And we hope you do too! Salesforce provides standard report types which can be used to build reports summarizing and analyzing your organization’s data. Salesforce reports are a powerful tool that helps you and your…

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Best Practices Around Salesforce Security Groups
By Christopher Mudd | August 9, 2018AMSSalesforce

What Is a Salesforce Group? If you’re reading this, you are somewhat familiar with Salesforce and maybe even its groups construct. Essentially, a group is a group of users with the same level of access to specific records within the organization. Salesforce offers some great…

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Enterprise AMS: When is a customization right for you?
By Justin Burniske | March 29, 2018AMStechnology

Organizations choosing enterprise-level Association Management Systems (AMS) likely do so for a range of reasons. They know they’re getting a product with a rich feature set and all kinds of configuration options. They know they’ll have a greater deal of flexibility. But, likely most important,…

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Delayed Gratification and your CRM
By Justin Burniske | February 22, 2018AMSAssociationCRM

“Did I lose my special treat?” A frequent question from my son. We’ve created a system in our home where if he behaves, he gets a “special treat” after dinner – usually in the form of 22 minutes of TV. While there are some issues…

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Bridging the Education to Employment Gap
By Justin Burniske | September 29, 2016Career ChangeEducationEmployment

With many millennials having challenges finding the right work opportunities, associations are uniquely positioned to support them by offering education opportunities. By offering industry specific education opportunities, associations are able to address the workforce needs of their current members while also providing the knowledge to…

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AMSFest – Up close with an AMS
By Justin Burniske | September 22, 2016AMSAMSFestAssociation

fusionSpan was at AMSFest, put on by Teri Carden, founder of ReviewMyAMS.com. It’s an intimate event where association professionals can get an up-close look at a bunch of different AMS (association management systems) vendors all in one place. They also can talk with industry partners…

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Non-Profit Tech Podcast: Salesforce with Kristan Singleton
By Justin Burniske | September 1, 2016CRMnon-profitPodcast

Salesforce, by its very name, sounds like a product that only for-profit companies can leverage. Yet, as Kristen Singleton –  Director of Tools and Technologies at Education Resource Strategies (ERS) – explains, Salesforce can play a significant role in the information management at non-profit organizations as well. On this podcast…

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Summer Cleaning Series: Database
By Linh Hoang | June 16, 2016CleaningdatabaseEfficiency

Where has the time gone?! This year has flown by, and today marks the first day of summer! If you’re like me, you have left a lot of opportunities for spring cleaning untouched so here is our chance to redeem ourselves. Spring cleaning applies to your…

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AMS Fest Midwest!
By Mary Glavin | May 5, 2016#Chicago#reviewmyAMS#WorkshopChicago

May 10th, just 5 days post Cinco de Mayo is another day for celebration in this month of budding optimism; AMS Fest Midwest in Chicago is the place to be and it’s cause for small associations to cheer. Those interested in examining AMS options, communicating…

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Non-Profit Tech Podcast: All about an AMS!
By Justin Burniske | September 2, 2015AMSAMSFestAssociations

Teri Carden, founder of ReviewMyAMS.com Welcome to the inaugural fusionSpan Podcast! Our first episode of the Non-Profit Tech Podcast is with the creator of ReviewMyAMS.com, Teri Carden. She discusses the value of an association management system (AMS), how associations are using their AMS, and when…

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PREZI: What is an API and why should I care?
By Justin Burniske | July 23, 2015APIAssociationIntegrations

API: Application Programming Interface. A vague phrase that offers little insight if you’re not a computer science major, yet if you’ve spent any time around system vendors or website developers they’ve likely thrown the acronym around as if its taught in the third grade of every…

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netFORUM Pro driven WordPress Site
By Manav Kher | March 24, 2015Access ControlAMSAPI

netFORUM Pro is a widely adopted association management system (AMS). It provides several interfaces that can be used for member interaction. eWeb or “external web” which is a web based interface where members can perform certain actions – like purchase renewals, buy products etc. xWeb…

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Hot Topic – Salesforce Based Platforms
By Linh Hoang | February 27, 2015AMSAPIASAE

There has been lots of buzz lately in ASAE’s Collaborate community regarding Salesforce based AMS/CRMs for associations. Since we’ve got our fingers on the pulse of new trends in the association world, we thought we’d share our thoughts and let you hear from an expert…

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Grow Your Association Management Career in 2015
By Adam Thocher | January 2, 20152015ASAECAE

With each new year, we reflect on as many of the last 365 days we can remember while simultaneously resolving to [insert unattainable New Year’s resolution here]. For me, 2014 was a big year with more resolutions checked off the list than I had anticipated. …

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My First Tech Conference
By Jessica Sansaet | December 19, 2014AbilaAMSASAE

As I enter the large exhibit hall at the Gaylord National Resort and Conference Center, I’m immediately surrounded by hundreds of people, all here for one purpose – to see what’s “new” in the technology world. Wandering around the ASAE Technology Conference and Expo, one…

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Dear Betty: How do we clean up dirty data?
By Dear Betty | January 31, 2014amcAMSaudit

Dear Betty: Our small-staff Association Management Company (AMC) recently acquired a new client. Which is great, but we have a problem. Their data is a mess! Keeping day-to-day operations running for our new association client is nearly impossible given the dire state of their membership…

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Integrating Cvent with Avectra netForum Pro
By Manav Kher | January 6, 2014AMSConsultingevents

One of our clients, a small-staff association, wanted to improve user experience during the annual conference registration . In the past they just used their AMS, netForum Pro to register attendees but increased customer service calls forced them to look for an alternate solution. This time…

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netFORUM Pro Consulting Giveaway
By Linh Hoang | December 19, 2013AbilaAMSAvectra

In the spirit of giving (and with your tight budgets in mind!), this holiday season fusionSpan would like to help a small-staff association by giving away 8 hours of free netFORUM Pro consulting. fusionSpan is proud to be a Certified Implementation Partner with Avectra, an Abila…

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