Salesforce for Associations
Unifying membership, events, finances, and analytics in one powerful platform
Our Salesforce for Associations Implementation
Top Features Supporting Associations
Marketing Automation
Associations often struggle to deliver personalized communications to diverse member segments, resulting in disengagement. Salesforce for Associations, integrated with Marketing Cloud, solves this by enabling automated, multi-channel campaigns to meet your members where they are. Marketers can also segment audiences based on interaction level, identify at-risk members, deliver personalized messages, track campaign performance and adapt strategies in real time.
Member Portals with Experience Cloud
Members seek a centralized platform to access resources, update information, and engage with the community, but associations may lack such integrated systems. Salesforce for Associations utilizes Experience Cloud to create branded portals. These portals enable self-service capabilities, such as managing membership details, event registration, and submitting inquiries, fostering a sense of active participation and connection with the association.
eCommerce & Payments (B2C)
Managing online sales and payment processing can be complex, with risks related to security and integration. Salesforce for Associations integrates StoreConnect with Salesforce® for a great eCommerce experience, while leveraging the Stripe gateway for secure payment transactions. This allows associations to manage merchandise sales, event ticketing, and membership dues efficiently within a unified platform.
Forms & Lead Generation
Collecting and managing data from various forms can be inefficient and prone to errors. Tools like FormAssembly and Formstack are integrated with Salesforce for Associations to create customizable, user-friendly forms. These platforms facilitate efficient data collection for event registrations, surveys, and lead generation while automatically syncing information with the association’s database for streamlined follow-up and analysis.
Memberships with Sales Cloud
Tracking membership statuses, renewals, and payments can be cumbersome without an integrated system. Salesforce Sales Cloud, combined with RightRev and Accounting Seed, offers comprehensive management of memberships. Associations can automate renewal reminders, process recurring payments, and maintain accurate financial records, ensuring a smooth experience for both administrators and members.
Donations & Pledges
Managing donor relationships and tracking contributions require meticulous attention and efficient systems. Salesforce for Associations supports Nonprofit Cloud, which centralizes donor information, tracks donation histories, and manages pledges. Additionally, Volunteers for Salesforce helps coordinate volunteer activities, providing a holistic view of all supporter engagements.
Learning Management System (LMS)
Delivering educational resources and tracking member progress can be challenging without a dedicated platform. Salesforce for Associations integrates with MapleLMS, a powerful learning management system, to deliver online courses, webinars, and certification programs. Associations can monitor member progress, offer personalized learning paths, and enhance professional development opportunities, thereby increasing member value and satisfaction.
Events & Meetings
Coordinating events, managing registrations, and tracking attendance can be resource intensive and time consuming. Eva, an event tech hub, manages your events by handling registrations, payments, and attendee communications like sending emails and providing joining links. Integrated with Salesforce for Associations, it provides insights into attendee engagement and keeps track of success metrics, facilitating better planning and execution.
Business Intelligence (BI) & Analytics
Making informed decisions is challenging without in-depth data analysis. Salesforce for Associations supports Reports & Dashboards, a core Salesforce® feature, along with Tableau to offer advanced data visualization and analytics. Associations can monitor key performance indicators like event performance and revenue metrics, track membership trends and assess program effectiveness to enable data-driven strategic planning.
Success Stories
Elevate Member Engagement with Aplusify’s Nimble AMS Expertise
Case Study Elevate Member Engagement with Aplusify’s Nimble AMS Expertise Discover how Aplusify transforms nonprofit and association experiences on Salesforce. Unlock the...
Transforming Member and Donor Management with Streamlined Solutions
Case Study Transforming Member and Donor Management with Streamlined Solutions Discover how Aplusify, a trusted Salesforce partner, transformed the membership...
Maximizing Member Experience with Tailored Solutions for Association Success
Case Study Maximizing Member Experience with Tailored Solutions for Association Success Membership and nonprofit associations entrust the powerful CRM, Salesforce,...
Achieving Operational Efficiency with Tailored Salesforce Solutions
Case Study Achieving Operational Efficiency with Tailored Salesforce Solutions The Salesforce platform is a powerful tool for streamlining business processes...
AMS Implementation for a Leading Uniformed Service Officers’ Association
Case Study AMS Implementation for a Leading Uniformed Service Officers’ Association As associations, nonprofits and higher educational institutions embrace Salesforce®...
Why Choose Aplusify as a Salesforce for Associations Service Partner?
Tailored Solutions
Customized Salesforce solutions that meet the unique needs of your association.
Seamless Integration
Effortless integration with existing systems to enhance workflow efficiency.
Expert Support
Reliable, ongoing support from 300+ Salesforce-certified experts.
Proven Impact
Delivering measurable results with optimized Salesforce tools for associations.
Insights at a glance
Association Management System Implementation: A Complete Guide
Managing an association in the Salesforce ecosystem comes with its share of challenges. From tracking event registrations and maintaining your…
The 3A’s of Right AI implementation for Associations
1. Assess- The Need for AI Before implementing AI for your association, it is crucial to identify the specific needs and how…
Implementing Fonteva AMS for Associations- A Step-by-Step Approach
Fonteva AMS, native to Salesforce, is a comprehensive solution to address association challenges and enhance efficiency. However, accurate implementation is…
5 Marketing Automation Strategies to Boost Member Engagement
Upcoming Webinar 5 Marketing Automation Strategies to Boost Member Engagement
Unlocking Business Intelligence through Effective Data Management
On-Demand Webinar Unlocking Business Intelligence through Effective Data Management
7 Steps for Selecting a New Association Management System
Selecting a new association management system is a tedious task and can be fraught
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FAQs
Salesforce for association offers a centralized data platform, seamless integrations, and robust security to streamline operations and ensure data reliability. Its customizable solutions empower associations to enhance member engagement, manage memberships effectively, and scale effortlessly. Additionally, Salesforce Experience Cloud fosters community building with tailored online spaces for members.
We tailor Salesforce services to your unique needs, focusing on scalable systems that drive efficiency and provide long-term value for nonprofits and associations.
We provide tailored Salesforce services with expert support to help associations and nonprofits maximize efficiency, engagement, and growth.
Yes, Aplusify provides top-quality Salesforce-based AMS solutions at competitive prices, ensuring value and efficiency for your organization.