If you’re a nonprofit leader, you know how important it is to keep your constituents engaged. But sometimes, hitting those high-touch point activities with your members and associates is challenging. Or maybe you don’t have a standardized approach to those activities. Either way, an engagement plan can help. What is an Engagement Plan? Engagement plans are all about... read more
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
Exceed your business goals with the Summer ’22 release by seamlessly integrating your data, finding meaningful insights, and building lifelong customer relationships. Disclaimer: Please consider that all the features listed below are not final and subject to change up to the time of the official release date for Summer ’22. The new Salesforce Summer ’22 update is packed... read more
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
Have you ever found yourself trying to figure out how to create a flow, update a page layout, or create a complex formula field, and you can’t get it to work? I sure have. One of the things that I am constantly reminded of working in the Salesforce ecosystem is that there are always new things to learn,... read more
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
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
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
In this podcast fusionSpan’s Justin Burniske discusses work from home benefits with Rebecca Achurch from Achurch Consulting, as well as what changes could come from this period of unplanned remote work. Rebecca also discusses protocols and guidelines companies can use to help set the company and their employees up for success when remote working. To learn more about... read more
Sending the first email on your association’s new email marketing platform can be exciting and probably a bit nerve-wracking. Over the past few months, you have worked with an implementation partner to configure the system and ensure it integrates properly with your CRM, helping you to send the right email, at the right time, based on your member’s... read more
“So what do I need to do in the CRM?” The question caught me off guard. I was responsible for training new staff on the CRM, but I didn’t write anyone’s job description. How was I supposed to know what they needed to do in the CRM. “I guess whatever your manager says you need to do.” I... read more
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
2018 has come and gone, and we have a lot to celebrate! Over the past year at fusionSpan, we’ve continued to grow as a company. From mobile apps to Salesforce applications, we are proud to partner with some amazing associations and non-profits to build better ways for organizations to connect with their members. Below are our highlights and... read more
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
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
The holidays are right around the corner and we wanted to take this time to say thank you to everyone who has contributed to our company’s growth. We have had some big and exciting changes this year with our new office space located in downtown Washington D.C., and new additions to our growing staff. We could have not... read more
You can find the usage of hashtags on every social network now a days, and more than likely, your attendees and members are already using them in some way or another. Hashtags play an important role in social media marketing, but in this post we will focus just on how best to select a hashtag for your events.... read more
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
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
