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Understanding prospects, members, and customers’ behavior, interests, and preferences is complicated when data lives across different systems. Your association can’t take advantage of modern marketing strategies unless you have automated tools that help you personalize targeted messaging. Diffuse data Salesforce helps to eliminate data silos by serving as a central hub for storing and accessing […]

Utilizing Marketing Cloud Account Engagement (formerly Pardot) for associations can revolutionize member engagement and benefit your organization and its members. Marketing Cloud Account Engagement (MCAE), as a powerful marketing automation platform, offers a suite of tools designed to enhance communication, personalization, and engagement within associations. One significant benefit is the ability to create tailored and […]

Association budgets have always depended on sponsors and exhibitors for a large proportion of the non-dues revenue required to remain financially sustainable. However, these industry partners have increasing options for their marketing budget spend. You must offer marketing opportunities that will deliver the relationships and leads they seek. Salesforce helps associations strengthen relationships and promote […]

Employer budget cuts, travel disruptions, rising venue costs, and last-minute registrations have made event planning more challenging and unpredictable. Members still register for events to learn and earn CE credits, but their primary reason for attending is to talk shop with peers, meet new people, and deepen relationships. Our consultants help associations find and integrate […]

Chapters around the globe are struggling to fill volunteer leadership positions. Members don’t want to spend time on laborious administrative tasks. They prefer to focus on building their chapter community and delivering members valuable educational and networking opportunities. Help chapter leaders dig themselves out of paperwork by giving them one platform to manage their member […]

Every association has a unique credentialing program. What many have in common are time-consuming credentialing processes for members and staff. Members must navigate pages of forms and document uploads, sometimes logging in and out on different platforms. On the backend, staff must pull information from other systems and figure out what must go where to […]

In many associations, siloed systems force accounting, finance, membership, and revenue-generating teams to rely on manual processes. Integration is necessary for numbers from accounting and membership to match. Salesforce helps associations fearlessly and confidently manage dues and renewals, non-dues revenue, payments, and financial reporting. Cross-department data integration eliminates the need for time-consuming manual entry and […]

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Get ready for an exciting 3-day virtual conference focused on all things marketing on the Salesforce platform. Go beyond the basics and launch your learning journey with over 50 sessions, keynotes, and panels led by community Salesforce experts from around the globe. You’ll also learn about solutions like Salesforce (core), Analytics, Account Engagement, Data Cloud, Marketing Cloud, and third-party integrations and how they can help you and your team become more effective.

Associations must prove membership’s value to an audience of multiple generations and market segments, each with different goals and expectations. Salesforce helps you better understand members, prospects, and customers and provide the information, content, programs, and experiences they desire. Your database should allow you to offer membership options that fit your prospective members’ needs and […]

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