One step in the process of selecting a new association management system is contacting references. Once you’ve narrowed your choices down to one or two finalists, part of your due diligence should include talking to current users of the software you’re considering.
When I work with my clients on a list of questions that they should ask the references, there are three questions in particular that I always say are required questions. These three questions will give you the information most relevant to helping you make that final decision.
In no particular order, here are the questions:
Reference calls are an important part of the system selection process and should not be managed pro-forma, but thoughtfully. Most vendors will not get universally glowing references, especially if you talk to customers not on the reference list, so some not-so-great references are to be expected. But these questions can help you really understand the vendor and the product you are considering.
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