Salesforce Classic, the original user interface for Salesforce, has been replaced by Lightning Experience, which provides a more modern and streamlined user interface. The process of upgrading from Classic to Lightning Experience is known as Classic to Lightning Migration. Lightning… Read More »Benefits of Classic to Lightning Experience Migration: Why You Should Upgrade
Salesforce Einstein Chatbots have revolutionized the way associations and nonprofits provide services to their constituents, without increasing headcount. In the past, organizations faced numerous challenges implementing chatbots. The technology was not advanced enough to provide accurate responses, leading to frustration… Read More »Salesforce Einstein Chatbots
Digital marketing is a crucial component for the success of associations and nonprofits in their digital transformation strategy. It involves leveraging digital channels and technologies to promote organizational brands, products, or services. Digital marketing has become an important part of… Read More »Digital Marketing for Associations and Nonprofits
Is your association considering text messaging (SMS) as an alternative to other forms of communication? Effective communication is the key to building and maintaining strong relationships with members, who want to feel valued and understood. Clear and timely communication helps… Read More »Text Messaging (SMS) for Associations
Recruiting new members is an ongoing endeavor as members may leave due to various reasons such as retirement, job change, layoffs, or business closure. To maintain a steady flow of new members, associations must adopt new strategies and tactics instead… Read More »Member Recruitment Best Practices
To ensure your association’s long-term success, it is vital to generate non-dues revenue. This strategy can help mitigate financial challenges and provide a steady source of income. Rather than raising membership dues when membership growth stagnates or declines, prioritizing non-dues… Read More »Salesforce for Non Dues Revenue
Salesforce is a leading customer relationship management (CRM) tool used by organizations of all sizes to improve their relationships with customers. With a wide range of features and tools, Salesforce allows associations and nonprofits to store, organize, and manage customer… Read More »Using Salesforce to Track Sponsorships & Exhibitors at Your Next Event
Managing member data is a critical aspect of an association. The ability to accurately collect, organize, and analyze member data can provide valuable insights that can help associations make informed decisions and improve their overall member experience. However, managing member… Read More »Best Practices for Managing Member Data
In today’s data-driven world, business analytics is crucial for any organization, regardless of whether it is an association, nonprofit, educational institution or credit union. Business analytics tools can help organizations improve their operations, reach more constituents, and help them reach… Read More »Leveraging Business Analytics
Data governance is a fundamental process that involves overseeing the accessibility, reliability, and accuracy of the data utilized by an organization. It is a crucial aspect of an organization’s broader data management plan since it guarantees that the data is… Read More »Data Governance