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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…

Comparing data between systems is necessary for businesses that are looking to migrate, adjust or back up data. The issue, however, is that data comparisons are tedious, repetitive, and time-consuming. Users have to detect changes that occurred in multiple cells under the same record, with…

Marketers already know that personalization is a key component to success in email communication. This personalization goes beyond “Hello, Komal” and can be used to provide relevant information to contacts. For example, users would include a contact’s Member ID or membership level when communicating about…

The technology ecosystem has grown significantly since I started my career. There are stunning examples of what we can do with data and the right tools. Online meetings can now be captioned in real time for better accessibility. 3D printing, a data-hungry tech, is being…

Your organization has put countless hours of work and research into your new AMS, and now it is time to introduce it to members and stakeholders. Go live day usually begins calm, but soon gets hectic and turns into a stressful few weeks. We warn…

The end of Your AMS Journey is in sight – you have undergone testing and training, and are now ready to prep for launch. In fact, preparing for go live is something the team has to keep in mind throughout the entire project. Here are…

Valentine’s Day was last week, and at the invitation of my friends here at fusionSpan, I’m popping in to share a few thoughts about my one true love – data! I Love that We Are (Finally) Moving Past Just Talking about Data The past 12…

Your organization has been hard at work throughout the implementation and data conversion phases of the project. The team has made great progress, but all the activity has been predominantly conducted by the core project team working on perfecting individual modules of the overall project.…

Data conversion, or data migration, is the task of bringing over relevant data from your legacy system to your new CRM. This is one of the most crucial steps for a successful AMS implementation. Bad data will result in a failed project, no matter how…

Well, it’s time to begin! In Your AMS Journey, Implementation is the execution phase of the whole endeavor. In Step 6 you defined the scope of your project, and the System Implementer (SI) will now begin to bring your vision to life. The key is…

By this stage of Your AMS Journey, you have made all the crucial decisions regarding choosing a new product and implementation partner. With your platform and partner selected, now it is time to roll up your sleeves and get to work. To begin, you will…

In today’s age of digital transformation, leveraging data efficiently and effectively is imperative for associations looking to deliver consistent value to their members. We often work with clients leveraging platforms such as Salesforce and Fonteva, which are tools that offer a wide range of functionalities…

As an organization that specializes in AMS support and implementation, we typically step in after the selection of an Association Management System has already been made by your organization. Our first step is to ask the AMS partner or association for their Request For Proposal,…

For many associations, this time spent working remotely has been a great opportunity to examine current processes and tools. A few months ago, I discussed how to evaluate your current marketing tool to determine if it fits your association’s current and future needs. If the…

As associations continue to adjust to a socially distanced world, virtual events have become less of a convenience and more of a necessity. It is imperative to provide continued value to members, especially when budgetary constraints are at the forefront of many internal conversations. For…

While the general concept of project management is undoubtedly utilized by associations for key initiatives like events and membership management, many associations can augment their various teams’ efficiency and program effectiveness by establishing a Project Management Office (PMO). For anyone unfamiliar with this term, a…

A few years ago, the association I was working at decided to overhaul and upgrade the organization website. Among many other resources, this project involved the need for staff to coordinate work with an outside vendor in order to re-do the site. Although the website…

Your staff just went through an intensive User Acceptance Testing (UAT) process, and the shiny new website looks and performs as expected. You give the go ahead to the vendor to launch the site, and in most cases it is also the last time anyone…

As many organizations are striving to make teleworking as normal as possible, there is a large focus on the implementation of new tools and software. Most team members are fully remote and on their own wireless network, making a VPN a must-have. What is VPN?…

Whether it is for a family game night or an enterprise level meeting with new clients, it is more likely than not you have been using Zoom to stay virtually connected with others. It seems that every time you log into LinkedIn you see a…

Guess what? Your marketing system is so organized you do not need to do a thing! April Fools! (belatedly) In many marketing systems that fusionSpan audits, there are a number of outdated lists, old email drafts, and unorganized email content. Some of this is to…

Top 12 Recommendations for Association Communicators for COVID-19 – Less is Definitely More I’m gonna go out on a limb here and guess that everyone else in the known universe has an inbox burgeoning with COVID-19 email messages ranging from their dentist to the guy…

Gayathri Kher Co-Founder & President This is a good time for associations to look at their project lists and re-prioritize projects that were tabled due to all-consuming events, staff bandwidth, and travel. Many of you may be grappling with how to keep teams productive, accountable,…

What is SEO? While online platforms like social media and paid advertising can help drive users to your website, the vast majority of online traffic is generated through organic search (i.e. Google). Therefore, it is important that your website appears when someone uses a search…

What is Single Sign On? Single Sign On, or SSO, is probably a phrase or acronym that you have seen a lot. To understand what it is in the most basic sense, consider this analogy: the internet is like a shopping mall, and each storefront…