Category Archives: AMS

CRM and the Customer Portal

How associations as well as any organization can leverage an online self-service portal with their Microsoft Dynamics CRM In recent years, organizations (in particular associations), have discovered the power of customer relationship management (CRM) platforms. Most associations now want an … Continue reading

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CRM Confusion: The Double Definition of CRM

The acronym “CRM” is increasingly becoming a household name or at the very least a common business term. But what exactly is CRM these days? To most, CRM stands for Customer Relationship Management – the ability to track leads, prospects, … Continue reading

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Breaking down CRM options for Associations

The Pros and Cons of moving to CRM at your Association Lots of talk about CRM these days – more so than ever it seems. How can associations leverage CRM? Where does an association start? What are the options out … Continue reading

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Top 3 Design Considerations in CRM for Trickle Up Benefits

How Design Influences User Adoption When it comes to design, people tend to use what works well for them. The key word there being “well”. An easy to use CRM with good clean design not only increases user adoption and productivity, it … Continue reading

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Your Next AMS Might Not Be An AMS

Why an increasing number of Association Executives are viewing CRM as an industry game changer. Since the dawn of databases, companies have created AMS (Association Management Software) to serve the unique needs of the association world. Over the years, many … Continue reading

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