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Important Things to Consider For a Salesforce Migration

February 3, 2022 @ 1:00 pm - 2:30 pm EST

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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.
  • Talk about what to look for in an implementation partner for a Salesforce solution and running a successful procurement process.

  • 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.
Level Intermediate
NASBA (Field of Study) Information Technology
CAE (Subject Domain) Administration
Prerequisites and advance preparation needed 1 years operations experience. No advance preparation required
Reviewer Wade Tetsuka, CPA
CPE/CAE Credits 1.5

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Jenifer Alonzo
Association Practice Lead, Fíonta With over twenty years of experience working in nonprofits and higher education, Jenifer is keen to use her skills to increase…
Arj Devadas
Director of Business Development, Associations, Fíonta Arj has worked with associations and credentialing organizations for almost two decades, guiding them and enabling them with modern…