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Because It's All About Your Members

Salesforce Solution

Discover our Salesforce AMS Solutions

A robust CRM for professional staff at your organization, built on the power of Salesforce. All the data connects to the member portal, creating a seamless connection between staff and members.

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How It Works

The Power of Salesforce
with a Member Portal

Platform Salesforce Features

Harnessing the Power of
Salesforce for your Staff

Billing & Payments

Manage your organization’s billing and donation needs with invoices, payments, credits, and more. Streamline your billing and ensure your data is accurate and consistent across your organization.

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Content Management

Create and manage a wide range of dynamic content that can be accessed by members on the Portal, such as articles, links, resources and more.

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Learning Management

Track enrollment, results, and completion of member learning. Connects to your LMS provider to provide real-time access to registration and enrollment data on Salesforce.

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Websites

Empower your chapters and associations to create websites that are on-brand, look great, and simple to manage.

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Member Management

Access, view, and edit all your organization’s data with our customizations for Salesforce that make it feel like it was designed specifically for the needs of fraternal, foundation, and housing staff.

Foundation Success

Simplify fundraising, marketing, and donor and program management with products and solutions for foundations, so that you can focus on connecting with your donors and marketing your campaigns.

Risk Management

Strengthen your risk management process with solutions for tracking and responding to incidents involving groups and individuals.

Document Generation

Seamlessly take data from a Salesforce record and merge it into a document (PDF, Word, or CSV).

Implementation & Ongoing Managed Services

We understand the challenges that come with starting over and migrating your data to a new system, which is why we’re proud to offer our several white glove implementation and managed services.

01

Complete Managed Services (CMS)

CMS is there to manage the entire process for you and continues to provide ongoing, white glove support after the set-up is complete.

02

Ongoing Managed Services

After launch, we offer ongoing managed services for continuing and upcoming projects and goals, including yearly roadmaps, routine meetings, and account managers to support you.

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