Challenge: Managing thousands of members, events, and certifications manually was becoming cumbersome for the association. They needed a more dynamic system to track member data, manage events, and automate member renewals and certifications. Their legacy CRM lacked the integration and functionality needed to meet their growing operational needs. Solution:
We designed and implemented a customized Salesforce solution tailored for the association’s unique needs. Our team developed a member management system that integrates Salesforce’s powerful CRM capabilities with event management, certification tracking, and automated renewals.
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Assessment & Planning: Conducted an in-depth review of the association’s processes, identifying inefficiencies in member management and certification tracking.
.Customization & Integration: Customized Salesforce to support complex workflows, including automated certification renewals, tracking of continuing education credits, and personalized communication with members.
.Event Management Integration: Built an event management module that syncs with Salesforce, allowing for seamless event registrations, payment processing, and attendance tracking.
.Testing & Adoption: Rigorous user acceptance testing was conducted to ensure the system was user-friendly. We provided training and continuous support for staff to ensure smooth adoption.
The new Salesforce-based system reduced administrative workload by 60%, automating key functions like certification renewals and member communication. Additionally, event attendance increased by 30%, with the system providing real-time insights into member engagement.
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