The fusionSpan Blog

Association Management Solutions (AMS)

IPaaS For Associations
Association Management Solutions (AMS)

Most companies leverage a variety of software platforms to manage their businesses. For a small commercial business, this may be limited to one or...

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The Advantages Of Online Strategic Planning
Association Management Solutions (AMS)Best Practices

Most people think of strategic planning as a marathon 8- or 10-hour or 2-day retreat. You process lots of information, discuss, debate and...

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50 Questions to Ask AMS Vendors During Product Selection
Association Management Solutions (AMS)Strategic Consulting

Finding the right AMS for your organization can be like Prince Charming finding Cinderella. Sure, you have a glass slipper - you know what you want....

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Your AMS Journey: Selection to Adoption – Step 12: We Are Live, Just Relax Right?
Association Management Solutions (AMS)Best Practices

You are live, have gone through the go live challenges, and have worked on the other phases whereby the implementation project can be closed. What...

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Your AMS Journey: Selection to Adoption – Step 11: Going Live, Implementation Fatigue, and Next Phases
Association Management Solutions (AMS)Best Practices

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.

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Your AMS Journey: Selection to Adoption – Step 10: Prepare To Go Live
AMS JourneyAssociation Management Solutions (AMS)Best Practices

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...

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How To Enable MFA For Your Salesforce Org
Association Management Solutions (AMS)Best Practices

Beginning February 1, 2022, Salesforce will require customers to enable Multi-Factor Authentication (MFA) in order to access Salesforce products. In...

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Your AMS Journey: Selection to Adoption – Step 9: UAT & Training
Association Management Solutions (AMS)Best Practices

Your organization has been hard at work throughout the implementation and data conversion phases of the project. The team has made great progress,...

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Your AMS Journey: Selection to Adoption – Step 8: Data Conversion
Association Management Solutions (AMS)Best Practices

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...

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Your AMS Journey: Selection to Adoption – Step 7: Implementation
Association Management Solutions (AMS)Best PracticesHow To

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...

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Leveraging Baseline NetForum Enterprise in Customizations
Association Management Solutions (AMS)Implementations

netFORUM Enterprise is a feature-rich association management system (AMS), but most associations will inevitably find themselves needing to customize.

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Your AMS Journey: Selection to Adoption – Step 6: Define Scope, Evaluate ROI
Association Management Solutions (AMS)Best Practices

With the discovery stage complete, you and your staff let out a sigh of relief. The team is happy the implementation is moving along, and members are...

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Your AMS Journey: Selection to Adoption – Step 5: Discovery
AMS JourneyAssociation Management Solutions (AMS)Best Practices

By this stage of Your AMS Journey, you have made all the crucial decisions regarding choosing a new product and implementation partner. With your...

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Your AMS Journey: Selection to Adoption – Step 4: Product Partner Chosen, Now What?
AMS JourneyAssociationAssociation Management Solutions (AMS)Tech Talk

You made your product selection, and are excitedly looking forward to implementing your new AMS platform. Now comes the decision to select an...

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Your AMS Journey: Selection to Adoption – Step 3: Choosing the Right Product Partner
Association Management Solutions (AMS)Best Practices

As implementers, we often get asked this question is some shape or form during the AMS Journey. For those following this series in order, we have...

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Your AMS Journey: Selection to Adoption – Step 2: Always Have a Request for Proposal
AMS JourneyAssociationAssociation Management Solutions (AMS)Best PracticesConsultingfusionSpan

As an organization that specializes in AMS support and implementation, we typically step in after the selection of an Association Management System...

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Your AMS Journey: Selection to Adoption – Step 1: Ask Why
Association Management Solutions (AMS)Best Practices

Welcome to Your AMS Journey: Selection to Adoption, a blog series presented by fusionSpan. Throughout our work providing consulting, implementation,...

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Preparing for the Salesforce Spring ’20 Patch
Association Management Solutions (AMS)CMS

If you use Salesforce or a platform like Fonteva, then you are probably well aware of the Salesforce Spring ‘20 release, which came out on February...

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Why Associations Need Tool Owners, Not Tool Experts
Association Management Solutions (AMS)Strategic Consulting

I realized in that moment the challenge - managers know high level what they wanted to accomplish, but none of the managers were experts in...

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Data and Relationships: Too Much, Too Soon?
Association Management Solutions (AMS)Best Practices

It’s inevitable. In every implementation of a new AMS solution, we eventually come to the question of what information needs to be collected for...

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Six Musts Around Onboarding Staff to Your Customer Database
Association Management Solutions (AMS)

Most associations struggle to establish a culture of data, where everyone understands the value of customer data. Here are five items all...

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Falling in Love with Salesforce Reports
Association Management Solutions (AMS)How To

Roses are red, Violets are blue, We love Salesforce reports And we hope you do too!

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AMS Implementation: Why a Business Process Discovery is Essential BEFORE Making a Move
Association Management Solutions (AMS)Implementations

One of the biggest challenges with association management system (AMS) implementations is that organizations often confuse processes in their old...

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Ready to Transition Your Salesforce Org to Lightning Experience? Here Are 3 Things to Keep in Mind
Association Management Solutions (AMS)

The transition of your Salesforce organization from Salesforce Classic to Lightning Experience (LEX) can seem like be a daunting change with a lot of...

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Best Practices Around Salesforce Security Groups
Association Management Solutions (AMS)Best Practices

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...

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Synchronizing Single Sign-On (SSO) with a Domain Cookie, Part 1: An Overview
Association Management Solutions (AMS)Implementations

There are a number of different implementations for Single Sign-On (SSO). SSO is generally approached in one of two ways - The first is a browser-side

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fusionSpan’s experience at Xperience18!
Association Management Solutions (AMS)Best Practices

As with any good booth, we had giveaways! And not those pens that leak in your bag. We looked to, “grow new partnerships” with clients and...

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GDPR or: How I Learned to Stop Worrying and Love Data Protection
Association Management Solutions (AMS)

The EU General Data Protection Regulation (GDPR) is one of the most significant changes in data privacy regulations in 20 years.

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Enterprise AMS: When is a customization right for you?
Association Management Solutions (AMS)Implementations

Unfortunately, customizations are a double-edged sword. On one hand, they allow the organization to completely mold the AMS to their business needs...

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Delayed Gratification and your CRM
Association Management Solutions (AMS)

Working with a customer relationship management (CRM) system presents a similar problem – people must do work now to reap the benefits later. A CRM...

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Underutilized Technology: Getting the Most of Your System
Association Management Solutions (AMS)Best Practices

Too often new technology is introduced to an organization at great cost without addressing the strategic purpose or plan for the tool. This results...

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Refresh expiring Salesforce X509 certificates
AssociationAssociation Management Solutions (AMS)DevelopmentSalesforceTechnology

You can solve the countless email bombardment, for you and your users, by creating a new certificate and transitioning all your connected Apps and...

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AMSFest – Up close with an AMS
Association Management Solutions (AMS)Events

It’s an intimate event where association professionals can get an up-close look at a bunch of different AMS (association management systems)...

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Summer Cleaning Series: Database
Association Management Solutions (AMS)Strategic Consulting

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...

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AMS Fest Midwest!
Association Management Solutions (AMS)Events

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...

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Documentation: Good for Work and Travel!
Association Management Solutions (AMS)How To

Hello Small Staff Big Impact. I’m baack! I’ve spent the better part of the last year traveling around Australia and SE Asia. I’ve met a lot of...

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Solving your App-ocalypse: Strategic planning with your technology
Association Management Solutions (AMS)Best Practices

At this point everyone will agree that software systems have permeated all areas of business. From HR to Marketing to Accounting to Customer...

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Women in IT – Interested?
Association Management Solutions (AMS)

“What do you do for a living?” Many people seem surprised when I answer that I work in IT. Almost as if the phrase “woman in IT” is some kind...

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netFORUM Pro driven WordPress Site
Association Management Solutions (AMS)CMS

netFORUM Pro is a widely adopted association management system (AMS). It provides several interfaces that can be used for member interaction. eWeb or...

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Hot Topic – Salesforce Based Platforms
Association Management Solutions (AMS)Membership

There has been lots of buzz lately in ASAE’s Collaborate community regarding Salesforce based AMS/CRMs for associations. Since we’ve got our...

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2014 netFORUM Pro Consulting Giveaway WINNER!
Association Management Solutions (AMS)Events

Congratulations to Caroline from the South Carolina Bankers Association for winning fusionSpan’s 2014 netFORUM Pro Consulting Giveaway. We...

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Grow Your Association Management Career in 2015
Association Management Solutions (AMS)EventsNon Profit

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...

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Integrating Cvent with Avectra netForum Pro
Association Management Solutions (AMS)Events

One of our clients, a small-staff association, wanted to improve user experience during the annual conference registration . In the past they just...

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Happy Holidays from fusionSpan
Association Management Solutions (AMS)

It's 5 days until Christmas and we would like to take the opportunity to say thank you to all of our friends, fans, and future followers.

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Ease Your AMS Worries with the Use of a Good Consultant
Association Management Solutions (AMS)Strategic Consulting

Have you considered hiring a consultant to help you identify the ideal system for your association and help with the data conversion? If your...

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