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Salesforce Spring ’22 Release – what’s new
By Tracy Utterback | February 3, 2022AMSSalesforceTech Talk

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 help users be more productive and effective. In this blog post, we’ll highlight some of the most important changes and how they can benefit you. So whether you’re already using Salesforce or are... read more

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Common Issues for Organizations New to Salesforce (And How to Avoid Them)
By Himali Shah | November 18, 2021AMSConsultingHow-Tos

This blog was originally published on June 7, 2018. So you’re just getting started with Salesforce, a powerful Customer Relationship Management (CRM) platform that offers users a great deal of functionality, and unlimited possibilities! Or, maybe you are using Association Management Solutions (AMS) powered by Salesforce, such as Fonteva or Nimble AMS. What is the best way to... read more

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50 Questions to Ask AMS Vendors During Product Selection
By Gayathri Kher | April 29, 2021AMSBest Practicesmembership

This blog was originally published on September 18, 2013. Are you ready for a new Association Management System (AMS)? If you just answered ‘YES’ or ‘MAYBE’ then read on… 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. Now, how do... read more

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Your AMS Journey: Selection to Adoption – Step 12: We Are Live, Just Relax Right?
By Noel Shatananda | April 1, 2021AMSAssociationBest 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 now? Here are a few items to consider: Expand Training Spend time developing training materials, and put a system in place for keeping the training materials up to date as business processes change.... read more

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Your AMS Journey: Selection to Adoption – Step 9: UAT & Training
By Noel Shatananda | February 18, 2021AMSAssociationBest Practices

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. The testing that has occurred so far is unit/module level testing. It’s time... read more

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Leveraging Baseline NetForum Enterprise in Customizations
By Hans Stechl | January 14, 2021AMSAssociationfusionspan

NetForum Enterprise is a feature-rich association management system (AMS), but most associations will inevitably find themselves needing to customize. That’s fine – NetForum allows customizations. The challenge comes in down the road when you’re looking to upgrade and the customization does not support new functionality available in the new release or worse breaks down completely. Implementing customizations that... read more

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Your AMS Journey: Selection to Adoption – Step 2: Always Have a Request for Proposal
By Noel Shatananda | October 16, 2020AMSAssociationTech Talk

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, but a surprising number of clients never issue one. What is a Request... read more

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Your AMS Journey: Selection to Adoption – Step 1: Ask Why
By Noel Shatananda | October 1, 2020AMSAssociationimplementation

Welcome to Your AMS Journey: Selection to Adoption, a blog series presented by fusionSpan. Throughout our work providing consulting, implementation, and support services to non-profits and associations, we have seen our share of successes and challenges that the entire selection and implementation process involves when adopting a new Association Management System (AMS). In this series, we will shed... read more

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Affordable VPN Options For Your Remote Staff
By Manav Kher | May 13, 2020AMSCloudVPN

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? A Virtual Private Network (VPN) extends the private network of your office, as... read more

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Preparing for the Salesforce Spring ’20 Patch
By Steve Brodt | February 27, 2020AMSAssociationSalesforce

What is Happening If you use Salesforce or a platform built on the system, then you are probably well aware of the Salesforce Spring ‘20 release, which came out on February 17, 2020. Although the releases are a regular Salesforce event, the latest one contains a security patch, which may require a little extra attention. Patching normally involves... read more

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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 value of customer data. A first step in fixing that culture starts at... read more

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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 organization’s staff proactively respond to your organization’s trends and activities. Hint: If your... read more

Complicated Integrations Made Easy with Zapier – Part 2
By Manav Kher | November 19, 2018AMSDevelopmentfusionspan

Following the Complicated Integrations Made Easy with Zapier – Part 1 article, we will now look at how we can leverage Zapier to easily build an integration with no actual coding. There are hundreds of Zapier connectors that we can use to integrate various systems together. For the purposes of this article, we will use a simple use case... read more

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AMS Implementation: Why a Business Process Discovery is Essential BEFORE Making a Move
By Justin Burniske | November 2, 2018AMSConsultingfusionspan

One of the biggest challenges with association management system (AMS) implementations is that organizations often confuse processes in their old system with their business requirements. When this happens, organizations request customizations to make the new system function like the old system. [Read one of our related blog posts: Enterprise AMS: When is a customization right for you?] Wasn’t... read more

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Ready to Transition Your Salesforce Org to Lightning Experience? Here Are 3 Things to Keep in Mind
By Karan Mohan | September 27, 2018AMSfusionspanSalesforce

We’ve all gone through change —sometimes good, sometimes bad—but worst of all is the unknown. The transition of your Salesforce organization from Salesforce Classic to Lightning Experience (LEX) can seem like a daunting change with a lot of unknown, but there’s a lot to be excited about. You would be relieved to hear that transitioning to Lightning is... read more

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Complicated Integrations Made Easy with Zapier – Part 1
By Manav Kher | August 21, 2018AMSfusionspantechnology

One of the most common questions we get from associations is how to integrate various applications and IT systems. Through integrations, you can copy data from one application to another, or event in one system can trigger an action in another. There are a few different ways that these integrations are usually done: Built-in application support: Most applications... read more

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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 explanations on groups. Here’s an example: Say there is a marketing department Company... read more

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Synchronizing Single Sign-On (SSO) with a Domain Cookie, Part 2: Technical Considerations
By Hans Stechl | July 25, 2018AMStechnologyWebsite Development

In the previous post, we went through an overview of SSO with a domain cookie. In this post, we’ll dig into some of the technical considerations when implementing this SSO solution. System Overview As an overview, here are the responsibilities of each website from the previous post: AMS.abc.org (Identity Provider/System of Record): Provides login page Provides logout page... read more

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Synchronizing Single Sign-On (SSO) with a Domain Cookie, Part 1: An Overview
By Hans Stechl | July 19, 2018AMSfusionspantechnology

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 implementation which usually involves an integration that redirects the user to an Identity Provider’s login page (Identity Provider is the website that is the system of record in which the user accounts... read more

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netFORUM Enterprise: Six questions to ask about your next customization
By Justin Burniske | April 12, 2018AMSfusionspannetForum

netFORUM Enterprise is a feature-rich system out of the box. But if your organization selected netFORUM Enterprise, they also likely selected it for the flexibility allowed through customizations. Being able to customize means you’re not dependent on a vendor’s roadmap to get the features your organization needs. That said, before you go out and hire a vendor to... read more

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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, is the system can be customized to their need. Unfortunately, customizations are a... read more

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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 with the system (what’s the leverage for behaving once he’s lost this special... read more

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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 (like fusionSpan) about what the trends are and what they should have on... read more

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Documentation: Good for Work and Travel!
By Linh Hoang | April 29, 2016AMSAssociationConsulting

Koala on Phillip Island, Australia 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 great people and learned many things. As part of my experience, I held some interesting jobs to supplement my travel income, including crew on a 43... read more

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Shopping Around for the Best Deal
By Jessica Sansaet | November 25, 2015AMSAssociationShopping

It’s that time of year again: families are gathered, work is closed… Oh, and EVERYTHING IS ON SALE! The question is, when do you get the better deals? For decades, people have been running out the day after Thanksgiving to get all the lowest prices for just about anything you can imagine. Now there’s another way to get... read more

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Non-Profit Tech Podcast: Adam Thocher from AAPOR
By Justin Burniske | October 30, 2015AAPORamcAMS

Adam Thocher, Executive Director at AAPOR I got to talk with Adam Thocher about his new position as Executive Director at the American Association for Public Opinion Research and what it’s like being a part of an Association Management Company (AMC). We also discussed what the “perfect” association technology would look like, what his organization is going to... read more

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Non-Profit Tech Podcast: Talking with Edward Grandi from the National Genealogical Society
By Justin Burniske | October 1, 2015AMSAssociationsgenealogy

Edward Grandi, Executive Director at the National Genealogical Society I got a chance to sit down with Edward Grandi, the Executive Director of the National Genealogical Society. We talked about his approach to leadership, how he works to get the most out of a small staff organization, and what are some of the things front of mind for him going... read more

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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 it might be time to consider a new AMS. Teri also talks about... read more

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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 is the “XML web service” interface. Mostly a programming API to interact with... read more

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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 in this arena. (more…)

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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 could stumble upon just about anything, from 3D printers to projector signs and... read more

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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 and financial data. Should we try to fix the data as we go,... read more

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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 around they wanted to simplify the registration process and reduce the work that their... read more

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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 Company and provides implementation assistance, training, consulting, and has develop customized software solutions for multiple... read more

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Ease Your AMS Worries with the Use of a Good Consultant
By Gayathri Kher | September 26, 2013AMSconsultantdatabase

Have you considered hiring a consultant to help you identify the ideal system for your association and help with the data conversion? If your nonprofit has a small staff, little technical expertise or limited time, a consultant may be just what you need. You’ll want to make sure the consultant you choose has relevant association experience to understand... read more