There are key differences between audiences served by associations, but most associations have similar needs when it comes to doing business, including:

  • Membership and Renewals
    Manage all facets of membership, including tracking membership status, start and end date, current and prior membership levels, certification status, committee participation, and other custom data.
  • Chapters
    Salesforce connects chapters to national and enables access to real-time data and a 360-degree view of member engagement.
  • Donations and Online Payments
    Every donor record in Salesforce provides full insight into giving history, recent communications, event attendance, household relationships, and more. 
  • Conferences and Events
    Use Salesforce to help manage events, from space selection, exhibitor management, event marketing, payments, budgets, and ROI calculation.
  • Artificial Intelligence
    Derive key insights and make valuable predictions for your association with Salesforce Einstein.
  • Education and Certifications
    A branded and customized Experience Cloud template serves as an online portal for the delivery of an association’s learning management system (LMS).