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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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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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Non-Profit Tech Podcast: Salesforce with Kristan Singleton
By Justin Burniske | September 1, 2016CRMnon-profitPodcast

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

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Why Your CRM is Like Your Fridge
By Justin Burniske | May 2, 2017CRMCustomer Relationship Managementdata cleanup

“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

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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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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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Development Tips For Your PowerBI Dashboard
By Alan Luo | May 21, 2020CRMCRM IntegrationsPowerBI

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

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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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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

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

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

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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What is Tableau CRM?
By Manav Kher | March 15, 2022BICRMSalesforce

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

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What is Pardot?
By Stephen St. John | April 13, 2022CRMMarketing MembershipSalesforce

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

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How Salesforce Managed Services Can Help Your Business Grow
By Tracy Utterback | April 27, 2022CRMMarketing MembershipSalesforce

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