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Archives: October 2010
21 October 2010, by , in Data Management, 4 comments
A client of mine was telling me about a problem they have with fraudulent credit card charges, which require a bit of work on the behalf of accounting staff to fix. As we discussed the issue, it dawned on me to ask “How often does this happen?” The response: “Once every couple of months.” The...
I’m not sure who first coined this phrase, but you hear it a lot in the CRM world (and in lots of other technology arenas, as well). The concept, in a nutshell, is that for any technology project to be successful, you have to have the right mix of people, processes, and technology. For example,...
18 October 2010, by , in Job Listings, No comments
One of my past clients, The Electronic Retailing Association (ERA) is currently looking to fill an open position for a Marketing Manager – Membership & Magazine. If you’re interested or know a strong candidate please apply at the ASAE Career HQ at http://asi.careerhq.org/jobs#/detail/3644459.
14 October 2010, by , in Data Management, 1 comment
I’ve posted a new article on my website. Over the past several years I’ve conducted a non-scientific survey of association executives, asking them simply what was top of mind with management of their database. For a change of pace, I’ve asked the AMS vendors to respond to a set of three questions about how their...
14 October 2010, by , in Data Management, No comments
A good friend of mine, Vinay Kumar, once owned a printing company that he grew from under $200,000 in annual sales to over $5 million! I asked him how he did it, and he pointed me to this post on his blog, where he writes: Every quarter or so, we would print out a “year-end”...
13 October 2010, by , in Rants and Kudos, No comments
I was recently reading about a speech that Emily Yellin, author of Your Call is (Not That) Important to Us, where she recounts meeting a customer service representative (CSR) who had worked as a CSR for two and a half years but had never met a customer. She was, naturally, appalled by this, and suggested...
12 October 2010, by , in Data Management, No comments
There is an old aphorism in sales that objections are a sign of interest. In other words, whether a sales prospect is agreeing with you or disagreeing with you, that’s okay, because it means they’re engaged. The worst type of behavior is indifference. And so it is with data management. Users that are requesting new...
9 October 2010, by , in Data Management, No comments
In a recent issue of CRM magazine, an article outlined how Beazer Homes was able to use their database (salesforce.com) to increase sales by 52 percent, even though the number of leads coming through the organization had gone down (35% fewer!). They did this by systematizing how they managed sales leads, and by focusing on...
7 October 2010, by , in Data Management, No comments
A colleague of mine asked me, at what point do you say: “Our database is good enough? We don’t need to keep upgrading?” I think that’s a fair question. And I think the answer lies in whether or not you’re achieving success with your current system. Fact is, I’m a big geek. I love technology...
6 October 2010, by , in Data Management, No comments
Avectra is one of the major players in the AMS market, and a company with which I’ve been associated for over a decade (even prior to their creation as Avectra). NFI Studios is a web-development firm that, among other things, has a product called MemberFuse, which is a white label social networking platform. Avectra announced...

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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