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Salesforce for Associations

Systems Rewired is Salesforce consulting company dedicated to helping associations achieve their mission and maximize their impact through the use of the Salesforce platform. We specialize in providing customized consulting services to address the unique challenges facing associations in today’s technology advanced environment. Our team of experts brings a wealth of domain knowledge and experience in systems requirement discovery, gap analysis, process improvements, best practices and more.

We understand that associations have different needs and priorities, which is why we take a collaborative and customized approach to our consulting services. Our Salesforce association consultants closely with our customers to understand their goals, challenges, and opportunities, and develop tailored solutions that meet their specific needs. Our consulting services are designed to help associations improve their operations, increase their impact, and achieve their goals.

We are committed to providing high-quality Salesforce consulting services that are both effective and affordable. We believe that every association should have access to the support and guidance they need to succeed, which is why we offer flexible and affordable consulting services that can be customized to fit any budget. Our Salesforce consulting services are designed to help associations achieve long-term success and sustainability.

At Systems Rewired, we are passionate about helping associations make a positive impact in their respected industries. We believe that by working together, we can help achieve their goals and make a meaningful difference in the industries they serve. We are committed to providing our customers with the highest level of service and support, and we look forward to working with you to achieve your technology initiatives that will help maximize your impact.

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Salesforce Adoption

Associations are increasingly adopting the Salesforce platform to manage their operations and streamline their processes. The adoption of Salesforce has become more prevalent among associations, as it offers significant benefits such as lower upfront costs, easy configurability, and scalability.

One of the main benefits of Salesforce is lower upfront costs. Unlike traditional association specific software, which requires significant investment in infrastructure and maintenance, Salesforce is delivered as a platform-as-a-service (PaaS) and does not require costly maintenance, upgrades and support fees. This makes it an affordable option for associations, particularly those with limited budgets.

Another benefit of Salesforce is accessibility. Associations can access Salesforce from anywhere on any device, allowing staff and volunteers to work remotely and collaborate more easily. This is particularly beneficial for associations with multiple locations or those with a remote workforce.

Salesforce is also scalable and extendible, which means it can be easily adjusted and extended to meet the needs of associations as they grow and change. This is particularly beneficial for association that have a 3-5 year technology plan that will require changes to their entire technology stack.

The adoption of Salesforce can help associations streamline their operations, reduce administrative tasks, and focus on their core mission. By using Salesforce to manage tasks such as data management, member management, and marketing, associations can free up valuable time and resources to focus on their constituents

Today associations are adopting Salesforce to lower costs, improve access and scalability, streamline their operations, and focus on the growth of their organization. Salesforce continues to grow among associations, it is likely to become an increasingly important tool for driving innovation and impact in the nonprofit sector.

Salesforce Benefits

  • Member engagement: Better manage member interactions and data, which can lead to improved engagement and satisfaction.
  • Flexibility and scalability: Salesforce can be customized to meet the specific needs of an association, and easily scaled as an organization grows.
  • Increased productivity: Salesforce’s automation features can help associations streamline their operations, reducing the need for manual data entry and mundane tasks.
  • Better data visibility: Analytics provide detailed insights into member behavior, sales trends, and other data, which can help you make more informed decisions.
  • Customizable: Salesforce offers a wide range of customization options and integrations with other software, allowing organization to tailor the platform to their specific needs.
  • Mobile accessibility: Allows users to access the data, applications, and functionalities on mobile devices.
  • Scalability: Salesforce provides a scalable solution that can easily adapt as your organization grows
  • Salesforce AppExchange: A marketplace of pre-built apps, integration, and add-ons that help you extend the functionality of Salesforce and integrate it with other systems.

Association Functionality

Salesforce is a powerful platform that can provide organizations with options. With Salesforce, organizations can streamline their operations, improve their communication with members, and drive growth and success. Salesforce offers a range of tools and features to help organizations manage their member data, automate their marketing and sales processes, and analyze their overall performance. Salesforce also provides a platform for collaboration, allowing teams and members to work together more efficiently and effectively.

Below is a list of areas that Salesforce can help you improve:

  • Membership management: Salesforce allows associations to track member information, renewals, and payment of dues. You can create different membership levels and manage member communication and engagement. Salesforce can be set-up to manage both professional associations and trade-based organizations.
  • Event management: Salesforce can be used to plan and promote events, manage registration and ticket sales, and track attendance.
  • Committees: You can set-up Salesforce to track your committee rosters, meetings, board minutes and even nominations and elections.
  • Certification & accreditation: Salesforce can be customized to manage professional, technical, industry, and educational certifications and accreditation awarded by an association.
  • Product sales: Salesforce allows associations to setup and manage products. You can expose product in a member portal through Experience Cloud.
  • Sponsorships & exhibit sales: If your association sells large sponsorship packages or exhibit space, you can use Sales Cloud to manage your opportunities and forecast by month, quarter and YTD.
  • Financial management: Salesforce can be integrated with accounting software to manage the association’s finances and track payments, donations, and sponsorships.
  • Communication: Salesforce allows associations to manage email campaigns, newsletters, and other communications with members.
  • Volunteer management: Salesforce allows associations to track volunteer hours, manage volunteer schedules, and communicate with volunteers.
  • Customizable dashboards and reports: Salesforce provides customizable dashboards and reports that allow associations to track key metrics such as membership retention, event attendance, and revenue.

Systems Rewired Advantages

At Systems Rewired, we are experts in the association and membership marketplace, delivering innovative solutions to organizations of all sizes. With over 2 decades of experience, our team has a deep understanding of the association marketplace and Salesforce platform. This experience enables us to offer tailored solutions that meet our customers’ unique needs.

Our commitment to providing high-quality services has earned us a reputation as a trusted partner for associations seeking reliable software solutions and consultancy. We believe that technology should be a tool that empowers associations to achieve their goals, and we work closely with our customers to ensure that our solutions align with their objectives and help them achieve success.

We take a collaborative approach to our work, working closely with our customers to ensure that we understand their needs and develop solutions that meet their requirements. Our team of experts is dedicated to delivering innovative solutions that enable businesses to improve their efficiency, increase productivity, and drive growth.

At Systems Rewired, we believe that our success is tied to the success of our clients. That’s why we work tirelessly to provide the best possible service and support to our clients, from the initial consultation to ongoing maintenance and support. Our goal is to build long-term relationships with our clients, helping them achieve their goals today and in the future.

Systems Rewired Advantages

Association Expertise

Over 2 decades of providing technology consulting for the association and membership market.

Mitigate Risk

We will help to reduce the risk of failure and minimize the impact of any potential issues.

Service Offerings

We provide customized and sometimes blended service offerings that meet the needs and budgets of our customers.

Time to Market

We have the domain expertise and resources to deliver faster at a lower cost.

Resources

We have certified Salesforce resources that can scale up or down at any point during a Salesforce project.

Cost Effective

We are dedicated to providing cost-effective solutions that deliver value to our clients.

Service Offerings

Salesforce Staff Augmentation

We provide associations with the flexibility to quickly and easily scale their workforce to meet their changing needs .

Salesforce Implementation

We help associations successfully deploy the Salesforce platform.

Salesforce Managed Services

We provide associations with comprehensive and proactive support, ensuring that their Salesforce meets their needs.

Salesforce Rescue Projects

We help organizations get back on track from failed implementation projects.

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Systems Rewired