Once you have Salesforce up and running, it’s important to have a strong team able to handle issues that will arise as you use the product. These could be bugs in the system, broken or new integrations, or new features needed to maximize your success. A Managed Services team should be by your side as you navigate Salesforce... read more
Salesforce is one of the most popular CRM software programs on the market. It’s often praised for its robust features such as the industry-specific offerings and its vision to transform customer services to help businesses grow. However, Salesforce can be difficult to manage. Luckily, Salesforce Managed Services can help organizations get the most out of their investment in... read more
What is Pardot? Or what is Marketing Cloud Account Engagement? (Pardot’s new name) In today’s digital world, all organizations realize the need to have robust Marketing Automation Software. Marketing automation software allows you to automate your marketing processes, streamline workflows, and track campaign results. In addition, it can serve as a central marketing database, allowing you to provide... read more
What is Tableau CRM and why you should look at Tableau CRM if you use Salesforce? Salesforce launched an integrated business intelligence solution with Einstein analytics in 2016. Subsequently Salesforce purchased the BI market leader when they acquired Tableau in 2019. That has lead to Salesforce renaming Einstein Analytics to Tableau CRM. Its expected that more of Tableau’s... read more
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
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
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
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
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. Go live day usually begins calm, but soon gets hectic and turns into a stressful few weeks. We warn our clients that AMS go lives are something that an association goes through... read more
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 live is something the team has to keep in mind throughout the entire project. Here are some important items to consider: Constituent Communication We recommend that the association begin... read more
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
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 crucial steps for a successful AMS implementation. Bad data will result in a failed project, no matter how good the features are within your new platform. As you continue your AMS... read more
PowerBI is a powerful tool that is able to handle both data transformation and data visualization. In recent years, the developers behind PowerBI have introduced PowerBI online: a new cloud solution where offline PowerBI Desktop users can upload their dashboards and share it with other licensed users. While the new solution is quite useful, PowerBI does contain certain... 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
“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
“OMG – what is that smell?” Nothing seems to bring a company to its knees like a terrible smell in the office refrigerator. Within minutes the company wide chat/email gets flooded with demands for people to take personal responsibility, denial of any wrongdoing, and a full-on investigation that makes the Spanish Inquisition seem tame. Threats of everything be... read more
Salesforce, by its very name, sounds like a product that only for-profit companies can leverage. Yet, as Kristen Singleton – Director of Tools and Technologies at Education Resource Strategies (ERS) – explains, Salesforce can play a significant role in the information management at non-profit organizations as well. On this podcast we discuss how ERS is leveraging Salesforce, challenges they faced in transitioning to using... read more
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…)
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
