Subscribe to my newsletter EDM News
Blog: Wes's thoughts, articles, and insights
18 January 2017, by , in Executive, No comments
One of the most significant trends that I’ve seen in the association market over the past two years is a dramatic increase on the value and offerings of education. Association members are demanding more and better educational opportunities. And of course, these offerings have to be at a relatively low price point, and have to...
17 January 2017, by , in Research, No comments
I’m conducting a brief survey on association’s opinions of their current AMS. I’ve already got over 100 participants and I’d love to have your opinion, too. Click here to take the survey, which should only take you three minutes to complete.
10 January 2017, by , in Executive, No comments
When I’m working with a new client on a project, for example, selection of a new AMS, they’ll often ask me “Who should be involved in this project? Which staff should I include?” Along with including all the people who are the subject matter experts that need to be included, and the senior staff who...
9 January 2017, by , in Uncategorized, No comments
I’ve written about this twice in the past year (here and here) so obviously some companies are not reading my blog! Once again, in the past week, I’ve contacted two different software companies, using either their online “contact us” form or their “sales@” email address. And once again, nearly a week later, no response. So ask...
4 January 2017, by , in Uncategorized, No comments
Ever wonder how effectively you’re managing your database? This quiz I created, posted on the WildApricot blog, can help you figure that out. Click here to see the questions, take the quiz, and see how you rate against other organizations.  
7 December 2016, by , in Executive, 1 comment
To have the courage of your convictions means to do or say what you think is right no matter who disagrees with you. What I often see from my clients is a very strong conviction about the value of their products and services, but very low willingness to price these products and services according to...
I’ve written a LOT about business rules over the years. The reason I do is because business rules are generally one of the few things we actually have some control over. Generally speaking, outside of rules mandated by bylaws, staff has full control over business rules within the organization. We get to set pricing, how we...
2 December 2016, by , in Random Thoughts, No comments
Over the years, and even recently, I’ve had clients tell me they want to discourage their members and customers from paying with a credit card, because of the transaction fees (typically between 3% and 5%). While I understand the desire, I think this is short-sighted, because many consumers (and companies!) WANT to pay with credit...
28 November 2016, by , in Data-driven Marketing, No comments
In over 17 years of consulting, I can’t tell you how many times I’ve had a conversation similar to this one: Client: “Our database sucks.” Me: “What makes you say that?” Client: “The data is bad. I pull a list of board members and I see lots of errors.” Me: “Why is the data bad?” Client:...
16 November 2016, by , in New article, No comments
Every association is in the sales business. Whether you’re selling membership, event registrations, products, or certification programs, the fact is, you’re selling. Not only is it time for associations to acknowledge that they are in the business of selling, it is also time to start implementing actions and creating a culture that support the sales...
123456789 ... 18 ... 27 ... 36 ... 45 ... 54 ... 63 ... 72 ...

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