Subscribe to my newsletter EDM News
Archives: February 2008
28 February 2008, by , in Data Management, 2 comments
Clients will sometimes say to me: "Can't you just tell me what the best association management system is so that I can buy it?" Frankly, that's like saying "tell me the best car to buy." There are hundreds of software packages for membership management. There are dozens of software packages for association management (which typically...
26 February 2008, by , in Data Management, 2 comments
When converting to a new data management system, you are faced with many decisions regarding priorities. There is so much going on at once that you'll have to decide where you'll focus your time first and what can be held for later. (I call these issues "phase two  issues" because they can wait for phase two,...
21 February 2008, by , in Data Management, 2 comments
When working with associations on implementation of their databases, there are points throughout the process where we will have to make a decision, whether it's about how to set up a particular part of the database, whether or not to convert or collect certain data, or deciding which processes to keep and which to change....
19 February 2008, by , in Research, 1 comment
The Software & Information Industry Association (SIIA) has released a survey of how businesses are using social media. The contents of the survey can be found here. The survey looks to be based on 134 responses of business to business (B2B) companies. Some interesting highlights: The percentage of companies already offering social networking technologies is...
13 February 2008, by , in Data Management, No comments
FAQs are "frequently asked questions." My question for you is: Do you have FAQs on your website for your members and customers? And do you have FAQs available internally for your staff (on an intranet or even just a network-accessible file)? A recent article in Customer Relationship Management magazine (sorry, it's not online yet) explained how Carfax...
12 February 2008, by , in Data Management, 4 comments
I was having some crackers and cheese spread (Wispride Port Wine) the other day, and noticed something on the side of the cheese spread container: serving suggestions. That's right, suggestions on how to use my cheese spread. Now why do you suppose the manufacturer would waste space on suggestions for servings? I mean, c'mon, it's...
7 February 2008, by , in Data Management, No comments
If you do training, whether one-on-one, or in a classroom setting, here's a tip that will increase the learning retention of your students. When you are walking them through a new process (e.g., selling a product in the database) follow these three steps: Demonstrate the entire process without interruption, simply stating each step as you...
5 February 2008, by , in Data Management, No comments
"CRM Continues to Disappoint" says the headline of this article on SearchCRM.com. In a nutshell, the companies that were surveyed are still not pleased with their CRM implementations, for a variety of reasons. But the reason why these implementations are disappointing is not stated until the very last paragraph: The survey's dismal results usually reflect...

Archives

Sign-up for EDM News

 

 

Testimonials

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

“We came to Wes because we were very frustrated with our existing AMS and we wanted to improve our capabilities as soon as practicable. Wes very quickly helped us through a process of identifying our needs, identifying potential vendors, and selecting a new system that we’ll be able to move into very quickly. I especially appreciated Wes’s candor about our processes as well as the systems we were looking at. He was a great resource to have in a period of high anxiety for our organization. I would highly recommend Wes for any similar project.”

Jack Chiasson, CMP Executive Director
National Association of Life Brokerage Agencies

“Wes was able to come in and offer tangible, relevant advice that made us more productive immediately. I value his understanding of databases but more so, his understanding of how nonprofits work. There was no lost time educating him about how membership organizations are “different.” Wes recommended changes in processes as well as tips and tricks that were easy to implement made an immediate positive impact.”

Mary Pat Paris, Executive Director
International Registration Plan

Mary Pat Paris
International Registration Plan

“This is the second database implementation we’ve done since I have been at Western Arts Alliance (WAA). The first I did on my own. This time we engaged Wes Trochlil as our database planning consultant. Let me tell you, this process is a whole lot easier having Wes on your team! For a small association like WAA, it’s tempting for board and EDs to question the justification and expense of a database planning consultant. But it’s the small associations that need Effective Database Management the most. Wes strengthened our planning process, clarified our needs requirements, helped us steer around solutions that couldn’t meet our objectives, and saved us money in the long haul.”

Tim Wilson, Executive Director
Western Arts Alliance

Tim Wilson
Western Arts Alliance