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Salesforce
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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How To Enable MFA For Your Salesforce Org
By Amine Zerrouki and Manav Kher | November 2, 2021How-TosSalesforce

Beginning February 1, 2022, Salesforce will require customers to enable Multi-Factor Authentication (MFA) in order to access Salesforce products. In our opinion, this is a good move by Salesforce. We always recommend our clients to enable MFA on any and all of their IT systems that will support it. For those interested in the thought behind Salesforce’s move,... 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

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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

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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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

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

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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