Important Things to Consider For a Salesforce Migration
More than ever before, associations are being challenged to do things differently. Changing demographics, competing forces, the ongoing public health crisis, and a change in the way members expect benefits and services to be delivered are all creating pressure on association leadership and staff to retain and gain members.
At the same time, many legacy Association Management Systems (AMSs) are still offering the same old technology and lack in critical areas of need. You’ve no doubt heard of Salesforce, but what can it offer to meet your organization’s needs?
In this session, we’ll:
- Provide an overview of commercial AMSs built on Salesforce, a custom solution built on native Salesforce, and the associated Apps that can help you best meet your members’ needs.
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Talk about what to look for in an implementation partner for a Salesforce solution and running a successful procurement process.
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Discuss how you can prepare to move from a legacy system and how to set expectations with your team.
- Learn about what Salesforce offers for the association market.
- Understand what your organization should consider when evaluating Salesforce-based options and selecting an implementation partner.
- Develop key steps in your game plan for moving from your legacy system.
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)
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