Managing an association in the Salesforce ecosystem comes with its share of challenges. From tracking event registrations and maintaining your member database to integrating third-party systems for content management, the workload can quickly become overwhelming. Yet, as a driving force for professional development and industry growth, your association connects professionals, shapes industries, and fosters the […]
1. Assess- The Need for AI Before implementing AI for your association, it is crucial to identify the specific needs and how AI can add value. Find out the specific pain points that you want to resolve with AI- for example member engagement, membership retention, donations, and streamlining operations. Here’s how you can assess the need for AI within your association: a. Identify Pain […]
Case Study Achieving Operational Efficiency with Tailored Salesforce Solutions Download Case Study The Salesforce platform is a powerful tool for streamlining business processes and enhancing operational efficiency. Yet, many organizations struggle to unlock its full potential, especially when it comes to integrating with third-party tools. These challenges often lead to underutilized features, limited insights, repetitive […]
Associations are constantly seeking innovative ways to provide value to their members. One of the promising advancements in this area is Einstein AI implementation, which helps to streamline operations, improve member engagement and deliver personalized experiences to members. This blog is the first part of our series- the 3A’s of AI implementation for associations which […]