Resources Archives

The Anti-Pete Campbell Approach to Account Management

Published: October 20, 2021Author: Lawson CondreyCategory: Resources

When you think of account management, you might think of it as a synonym for “sales.” (If you’ve seen Mad Men, you…

Published: October 5, 2021Last Updated: November 11, 2022Author: FíontaCategory: ResourcesTags: Associations

These days, if your association’s membership numbers are increasing or holding steady, you deserve to pat yourself on the back…

Published: September 17, 2021Last Updated: April 17, 2023Author: Cooper Westbrook (he/him), David Manuel and FíontaCategory: Resources, SalesforceTags: Data Migration

Does your Salesforce data spark joy? Our world changed in 2020—and the following months (and now years) have brought us…

Published: July 28, 2021Last Updated: November 11, 2022Author: Cooper Westbrook (he/him), Julia Kelmers and FíontaCategory: Resources, SalesforceTags: Associations, Nonprofits, UAT

When it comes to User Acceptance Testing (UAT), one week, your stakeholders are on top of the tasks, and the…

Published: July 8, 2021Last Updated: November 11, 2022Author: FíontaCategory: Resources, User ExperienceTags: Associations, Nonprofits

Associations and nonprofits often overlook or skip usability testing when implementing a new CRM or AMS, website, or community because…

Published: May 3, 2021Last Updated: November 11, 2022Author: FíontaCategory: ResourcesTags: Associations

2020 was the year for retiring old association myths—and it felt so good! When associations had to cancel their main…