The fusionSpan Blog

Best Practices

Salesforce Spring ’22 Release – what’s new
Best PracticesNews

Salesforce is constantly releasing new features and updates to their platform. The Spring '22 Release is no different, with a ton of new features to...

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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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How to Effectively Compare Data from Two Different Salesforce Systems
Best Practices

Comparing data between systems is necessary for businesses that are looking to migrate, adjust or back up data. The issue, however, is that data...

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Conditional Personalization Using Pardot’s Handlebar Merge Language
Best Practices

In Salesforce Pardot - a very popular marketing automation tool among associations - personalization is an out-of-the-box feature. Pardot uses...

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One Search To Rule Them All – An Introduction To Global Search
Best PracticesfusionConnectInnovation Lab

Most organizations today deploy a “best-of-breed” infrastructure, meaning that they use the best software that solves a specific business problem...

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How To Prevent Carding At Your Organization
Best PracticesHow To

As an Association or nonprofit, you likely rely heavily upon your members paying by Visa, MasterCard, AMEX, and Discover for membership dues,...

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Get More ROI From Your TechStack By Making A Salesforce Wishlist
Best Practices

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...

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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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Tips for Association Professionals Working with Consultants
Best PracticesHow ToManaged Services

When I joined fusionSpan almost a year ago, I joined the IT consulting world, which was different from the association world where I had been for the...

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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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How Do I Love Data? Let Me Count The Ways!
Best Practices

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...

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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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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 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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Deliver Value to Association Members by Leveraging Fonteva Reports
Best Practices

In today’s age of digital transformation, leveraging data efficiently and effectively is imperative for associations looking to deliver consistent...

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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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Fonteva Webinar Sync: Providing Seamless Value to Associations Serving Virtual Events in 2020 and Beyond
Best PracticesFonteva

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...

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How Associations Can Leverage A Project Management Office
Best PracticesImplementations

While the general concept of project management is undoubtedly utilized by associations for key initiatives like events and membership management,...

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Use Automated Testing for your Assoiation’s Website
Best PracticesfusionConnectInnovation Lab

Your staff just went through an intensive User Acceptance Testing (UAT) process, and the shiny new website looks and performs as expected. You give...

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Managing Email Preferences – Lessons Learned
Best PracticesMarketing

Last month I celebrated my one-year anniversary at fusionSpan as a Digital Strategy Business Analyst, which resulted in a plethora of celebratory...

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Keys To Ensure Growth For Your Remote Team
Best Practices

As organizations continue to work remotely, most of us are beginning to realize that teleworking is not a short term fad. In fact, the COVID-19...

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Affordable VPN Options For Your Remote Staff
Best PracticesHow To

As many organizations scramble to make remote work as normal and productive as possible, there is a large focus on the implementation of new tools...

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Give Your Remote Workforce A Sense of Engagement
Best PracticesHow To

The current pandemic has fundamentally transformed the workplace. Remote work is no longer a luxury but for many a basic necessity. For some...

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Best Practices for Ensuring Security While Using Zoom
Best PracticesHow To

You log into your LinkedIn page and see it. Another staff-wide meeting that has been screenshotted and shared. Another team happy hour posted into...

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Best Practices for Your Marketing Tool Spring Cleanup
Best PracticesDigital Strategy

In many marketing systems that fusionSpan audits, there are a number of outdated lists, old email drafts, and unorganized email content. Some of this...

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Top 12 Recommendations for Association Communicators for COVID-19
Best PracticesMarketing

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...

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Keeping Remote Teams Engaged and Accountable
Best Practices

Many of you may be grappling with how to keep teams productive, accountable, and engaged as we all adjust to the new normal of fully remote work.

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SEO Best Practice Tips to Increase Your Website Traffic
Best PracticesDigital Strategy

It goes without saying that every clothing company would love for their website to be the first result when a user enters "t-shirts" into their...

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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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Communication Tips for Millennials in the Workplace
Best Practices

Technology tools overwhelm the workplace, but no one discusses how to actually use the tools. Here's 12 Dos and Don’ts of email and calendar...

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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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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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What’s Your Remote Work Communication Style?
Best PracticesHow To

Your work communication style typically refers to the way you communicate. For example, are you a more direct or indirect communicator?

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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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Why Your CRM is Like Your Fridge
Best PracticesStrategic Consulting

“OMG – what is that smell?” Nothing seems to bring a company to its knees like a terrible smell in the office refrigerator. Within...

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New Years Resolution: Update your SOPs
Best PracticesEvents

You know what’s no fun? Chores. They are what you might call a, “necessary evil.” One of the hardest transitions in life is when you first...

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Bridging the Education to Employment Gap
Best PracticesStrategic Consulting

With many millennials having challenges finding the right work opportunities, associations are uniquely positioned to support them by offering...

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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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PREZI: What is an API and why should I care?
Best PracticesCMSHow To

API: Application Programming Interface. A vague phrase that offers little insight if you’re not a computer science major, yet if you’ve...

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