Make the most out your AMS regardless of how long you have had your association management system (AMS). Here’s a checklist of activities we recommend to improve your data hygiene, increase efficiency, and obtain greater insights into your members, donors and supporters. Here’s a checklist recommended by experts to optimize your AMS… Data Hygiene Third-party […]
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The Fonteva 20 Spring Release comes a year after the 2019-R1 release in the last year. The latest Fonteva 20 Spring Release is power-packed with features and enhancements that make managing your associations and nonprofits easier. This release focuses on enhancements across the organization including: Improved Payment Process & Order-Related Capabilities In the latest version of Fonteva
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One of the first experiences your members have with your association is their online experience of joining your association. Your AMS gives your the data and technology to customize the experience so that it is relevant to your member, requests the information you need, and streamlines the process. Here are Aplusify’s top five steps to
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Whether your association management system (AMS) is brand new or many years old, there are steps you can take to get the most from it. Wes Trochlil, president of Effective Database Management, will take you through a “checklist” of activities you can apply immediately at your organization to improve the value and usefulness of your current system and data.
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Report creation is not always as easy as flipping the switch. Organizations want information beyond basic summary reports. The ability to generate advanced, intricate, and analytical reports is critical for organizations.
Salesforce® Reporting: Creating Complex Reports and Maximizing Data Accuracy Read More »
Many organizations choose Salesforce Nonprofit Success Pack (NPSP) for the analytics that can be garnered by having all the data under one platform. NPSP provides a robust inventory of reports and dashboard. List of Reports & Dashboards that come with Salesforce Nonprofit Success Pack 1. Salesforce Nonprofit Success Pack (NPSP) Constituent Reports REPORT TITLE DESCRIPTION
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Aplusify’s Checklist to Keep Your AMS Healthy Internal User Engagement: Does staff know what their roles and responsibilities are as it relates to your AMS? Get buy-in from internal staff by giving them the tools to succeed. External User Engagement: Be sure you understand how the new AMS will affect your members and key stakeholders. Data Hygiene: You
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1. Identify & Engage Your Stakeholders Go beyond the internal roles of how staff engages with your AMS. Look at how external stakeholders interact with your AMS. Your list may contain board members, new members and sponsors. Consider creating focus groups to explore questions such as… What are they looking for? How do they currently
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