Stop Chasing Renewals. Start Scaling Impact.

Association teams spend hundreds of hours every year trapped in a cycle of manual admin—chasing overdue renewals, processing paper or online join forms, and discovering member cancellations long after it’s too late to save them.
It’s time to break free from the administrative friction.
Join tech and association experts Alisa Distaso and Preeti Dash for an exclusive, live demonstration on how modern membership teams are transforming their operations using Salesforce and advanced AMS solutions. You’ll learn how to pair member self-service with proactive operational intelligence, letting technology handle routine transactions while empowering your staff to deliver incredible member experiences.
Stop Chasing Renewals. Start Scaling Impact.

What You Will Learn

In this practical, 60-minute session, you’ll discover how to:

01

Enable Frictionless Member Self-Service

Allow members to join, renew, and upgrade their membership tiers instantly on their own terms—without staff intervention.
02

Catch At-Risk Members Before They Churn

Deliver automated, clear, daily guidance directly to your team so you can proactively engage disengaged members before they walk away.
03

Eliminate Administrative Friction

Offload repetitive tasks, data entry, and dues chasing to background workflows so your staff can focus on high-impact relationships.
04

Supercharge Staff Productivity

Discover how agentic AI and modern workflow automation improve employee morale, prevent staff burnout, and scale operations without increasing headcount.

Agenda

Duration

Section

Focus

15 Mins

Strategic Presentation

Understanding the shift from reactive to a focus on proactive growth; the business case for frictionless lifecycles and agentic support.

35 Mins

Live Solution Demo

Step-by-step walk-through of hands-free join, renewal, and upgrade workflows, alongside proactive staff risk alerts in action.

10 Mins

Live Q&A

Get direct answers to your team’s specific operational, Salesforce, and AMS questions from our expert panel.

Featured Speakers

Senior Technical Evangelist, Aplusify

Alisa Distaso

With over 24 years of experience in technology, consulting, system implementation, and Go-To-Market strategies, Alisa helps associations and non-profits leverage modern technology to drive success. She works closely with partners and key clients to bring proven solutions and real-world success stories to the association sector.

preeti
Revenue Manager, Aplusify

Preeti Dash

Preeti brings 7 years of expertise in technology marketing and communications within the non-profit sector. She works directly with associations to simplify the value of Salesforce and AMS solutions through strategic storytelling, helping teams navigate digital transformation, boost member retention, and maximize lifetime value.

Who Should Attend?

This session is designed for all membership, operations, and leadership roles across associations and non-profits—including both current Aplusify/Salesforce users and prospective teams evaluating digital transformation:

Agentforce Service Agent Icon

Directors & Managers looking to increase retention and streamline onboarding.

CRM Analytics Plus Icon

Operations & IT Leaders seeking to reduce manual data entry and connect tech stacks.

Einstein AI Engine Icon

Executive Directors & C-Suite wanting to protect recurring revenue and scale capacity without added headcount.

Ready to Elevate Your Membership Operations?

Reserve your virtual seat today and discover how to transition your team from reactive firefighting to proactive, scalable growth.

URL Source:









URL Source:

This will close in 0 seconds













URL Source:

This will close in 0 seconds