The Ultimate Salesforce Guide: For Associations
COURSE DESCRIPTION:
This presentation is designed for association executives who are interested in leveraging Salesforce to improve their association’s management, engagement, and enablement. The presentation will cover the fundamentals of Salesforce as well as the specific ways that it can be used to manage associations effectively. Attendees will learn how to implement Salesforce to manage their association’s data, enable their teams, and engage members in a more meaningful way.
LEARNING OBJECTIVES:
In this session, we’ll:
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- – Cover the basics of Salesforce and how it can be leveraged for association management.
- – Demonstrate how to implement Salesforce for managing association data and analytics effectively.
- – Demonstrate how Salesforce can be used to manage association finances, including dues and renewals, payments, and financial reporting.
- – Demonstrate the value of having 360-degree view of members. Learn how to track member interactions, preferences, and behaviors, and how to use this information to tailor outreach and engagement efforts.
By the end of the presentation, attendees will have a deeper understanding of how to leverage Salesforce for association management, including implementing it effectively, customizing it to their association’s unique needs, and using it to streamline workflows, improve collaboration, engage members more meaningfully, and manage finances effectively.
As a CAE Approved Provider educational program related to the CAE exam content outline, this program may be applied for CAE credits toward your CAE application or renewal of professional development requirements.
U.S Transactions Corp. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
(National Registry Sponsor Nr: 138278)
