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Making the Case for a Business Hub for your Association (Part 1)
By Manav Kher | February 28, 2019Best PracticesfusionConnectIntegrations

Associations are increasingly adopting multiple software systems to obtain the best of breed for each focus area. They are moving away from integrated systems that have multiple modules that manage varied IT functions but only excel in one or two. That means most associations use a multitude of IT systems – including a Customer Relationship Management (CRM), Learning... read more

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Business Hub with Open Source software (Part 2)
By Manav Kher | May 13, 2019Best PracticesConsultingCRM

In the previous blog we made the case for a business hub for your association (if you haven’t read it, please do). In this blog we will go over implementing the hub with free open source software. To recap the point we are trying to make, is that associations are moving from monolithic IT platforms to multiple best... read more

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Keeping Remote Teams Engaged and Accountable
By Rebecca Breeden | March 19, 2020AssociationBest PracticesTech Talk

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, and engaged as we all adjust to the new normal of fully remote... read more

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Fonteva Webinar Sync: Providing Seamless Value to Associations Serving Virtual Events in 2020 and Beyond
By Arden Winner | September 3, 2020AcceleratorBest 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 imperative to provide continued value to members, especially when budgetary constraints are at the forefront of many internal conversations. For existing Fonteva customers, or those investigating a switch to a cutting-edge Association Management... read more

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Audit Your Marketing Presence Before Implementing a New System
By Susan Baumbach | September 10, 2020Best PracticesDigital StrategyMarketing

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 result of that conversation was that a new system is needed, the next... read more

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Deliver Value to Association Members by Leveraging Fonteva Reports
By Ashish Puduserry | October 22, 2020AssociationBest PracticesSalesforce

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 and customization when it comes to reports and dashboards. For some readers, you... read more

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5 Ways to Improve Your Next Email Campaign in Mailchimp
By Pravin Shewale and Komal Chauhan | November 5, 2020AssociationBest PracticesDigital Marketing

In today’s age of social media and digital transformation, email is often overlooked as a marketing tool to effectively use to reach members. Email campaigns are an inexpensive option for associations to reach a large group of members and are even still relied upon as the primary form of communication. One email marketing tool that fusionSPAN’s Digital Strategy... read more

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Leverage Pardot Forms as Lead Generation Tools
By Komal Chauhan | December 17, 2020AssociationBest PracticesMarketing

Forms are very common features on association websites to collect information from visitors, regardless of if they are members or not. The information gathered on forms can help turn anonymous visitors into identified prospects. For example, when a visitor provides an email address in the form while signing up for a free newsletter, you will be able to... read more

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The One New Year’s Resolution Every Association Should Make
By Meghan Durbin | January 13, 2021Best PracticesTech Talk

As we close 2020 and move into 2021, association leaders may be looking for ways to increase their organizational efficiencies – a kind of new year’s resolution. Association leaders should resolve to review how technology supports the organization’s processes. Unfortunately, many organizations delay examining their use of technology, taking an “If it ain’t broke, don’t fix it” approach,... 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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How Do I Love Data? Let Me Count The Ways!
By Catherine Matthews | February 23, 2021Best PracticesHow-TosTech Talk

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 months have brought change in just about every corner of our lives. In... 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

Designing a Website For The Best Customer Experience
By Adam Hinkel | April 8, 2021Best PracticesHow-Tosmembership

The design of an organization’s website is a key factor in retaining existing customers and attracting new ones. From visual design to overall usability, every element of your website plays a part in engaging customers and providing them with the value you have to offer. This week we’ll take a look at how web design affects customer experience,... read more

Personalizing Content For Your CRM Driven Website
By Manav Kher | April 15, 2021Best PracticesCRMIntegrations

This blog was originally published on September 13, 2016. The first interaction most people have with an organization is through their website. Having an attractive website that is easy to navigate and well organized to engage effectively is essential for every organization. The latest web technologies enable developers to create attractive websites and, with some effort, organize content... 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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Set Yourself Up for Success with Salesforce Sandbox Refreshes
By Himali Shah | May 13, 2021Best PracticesmembershipSalesforce

This blog was originally published on March 28, 2019. Salesforce Sandboxes are crucial to testing new releases and functionalities in a controlled environment before they are placed in your live production environment. Before you test on your Salesforce Sandbox environment, we highly recommend taking the time to refresh your Sandbox’s metadata with the production org. Despite this, many... read more

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Rethinking Marketing Automation And Your Membership Lifecycle
By Susan Baumbach | June 3, 2021Best PracticesHow-Tosmembership

Many association professionals are undoubtedly aware of the membership life cycle of Awareness, Recruitment, Engagement, Renewal, and Reinstatement. The concept can be pushed further since your relationship with members does not look the same year after year, instead, it evolves. Thinking about the membership life cycle three-dimensionally is more realistic. Therefore, we now have a Membership Spiral! In... read more

Track Your Association Engagement With Pardot Scoring
By Komal Chauhan | June 18, 2021Best PracticesCRMHow-Tos

Many associations want to quantify how engaged their prospects or members are with the organization. While this is ideal, many associations do not have an integrated system that can look at how the user engages across multiple platforms – web, marketing, and CRM. Various marketing tools have the capability of scoring users based on engagement, but the key... read more

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How To Prevent Carding At Your Organization
By Sanket Khare | July 22, 2021Best PracticesHow-Tos

As an Association or nonprofit, you likely rely heavily upon your members paying by Visa, MasterCard, AMEX, and Discover for membership dues, certifications, event registration, and more. Now, imagine what would happen to your organization if you couldn’t accept credit card payments for any period of time. The prospect of not being able to accept credit card payments... read more

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Automated Journey Tips & Tricks
By Susan Baumbach | August 5, 2021Best PracticesConsultingTech Talk

Automated Journeys are a key capability of marketing automation tools for associations. These journeys can be thought of as a detailed map showing the experience a customer or member will have with your organization. One of the primary reasons for moving to a new tool is the inability of the legacy platform to successfully automate critical journeys, such... read more

Benefits Of Using A Log Management System For Your Association
By Alan Luo | August 26, 2021Best PracticesCRMIntegrations

fusionSpan currently offers a multi-system software package called “fusionConnect,” marketed towards member-based organizations of all sizes. fusionConnect is a three-part software that allows the sharing of data within multi-system infrastructures. It includes Storage, Sync and Log Management. Log Management is an important part of fusionConnect. If an organization has multiple applications running 24/7, syncing data accurately and having... read more

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One Search To Rule Them All – An Introduction To Global Search
By Manav Kher | September 16, 2021Best PracticesIntegrations

Best Of Breed Infrastructure Most organizations today deploy a “best-of-breed” infrastructure, meaning that they use the best software that solves a specific business problem really well. These systems typically aim to include member management, payment gateways, event registration and more all in one platform. While these tools have many advantages, there are a few problems. Information is scattered... read more

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Conditional Personalization Using Pardot’s Handlebar Merge Language
By Komal Chauhan | September 30, 2021Best PracticesTech Talk

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 upcoming renewals. Handlebar Merge Language is named for the curly brackets around the... read more

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How to Effectively Compare Data from Two Different Salesforce Systems
By Alan Luo | October 14, 2021Best PracticesHow-Tos

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 potentially millions of records existing in the compared objects. In a member-based organization,... read more

Strategic Online Planning
The Advantages Of Online Strategic Planning
By Carol Hamilton | December 8, 2021Best PracticesConsultingTech Talk

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 brainstorm. You have lunch brought in so you can work without a break. You fill flip chart after flip chart with ideas. Then, around mid-afternoon, when it’s time to start making important decisions, you’ve hit... read more

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10 Important Features of Tableau
By Manav Kher | March 30, 2022Best PracticesBIdata

Businesses deal with a lot of data, and analyzing it in its raw form is frequently difficult. The quality and accuracy of the datasets you’re working with increase when you present them in attractive graphs, charts, shapes, and plots. Tableau is the most extensively used data visualization application. Tableau is a data visualization program that allows you to... read more

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Being Digital-First
By Rhoni Rakos | May 23, 2022Best PracticesConsultingTech Talk

Most modern business leaders are still underutilizing the power of technology in today’s digital world. But, in reality, being digitally first does not imply having all of the software tools available; rather, it entails having the proper ones. Technology is essential, but it’s only a piece of the puzzle. A digital-first strategy must be customer-centric to be successful.... read more

Business Process Automation
How Organizations can benefit from a Business Process Automation application
By Sunil Dua | June 10, 2022Best PracticesConsultingTech Talk

Business Process Automation (BPA) is the application of technology to replace recurring, manual tasks, allowing organizations to focus on more strategic initiatives. This can include automating email communications, membership renewals, payment processes, hiring and onboarding as well as many other functions of an organization. Implementing BPA can help organizations improve efficiency and save time and money. Here are... read more