Tate & Tryon is hosting a FREE seminar on data management, designed especially for C-suite executives, this Wednesday, July 30, from 9am-11am, in Washington, DC. I’ll be speaking on the panel. Click here for details and registration.
I was once working with a client during implementation of a new association management system. At one point we got into a lengthy discussion of how to use the database to automate, as much as possible, the collection of application information from a certain type of member. After discussing how we could use the software to …
In my almost-ten-years as an association professional, I worked for three different associations whose membership was based on organizations rather than individuals (commonly referred to as “trade” associations). One of the biggest challenges that trade associations have is that very often, membership in the association hangs on the relationship with one individual at the member-company. …
How a good AMS can help trade associations with membership Read More »
One of the biggest challenges associations face during a transition from one AMS to another is data conversion. Deciding what data to convert and getting it into the right format for the conversion can be a very tedious and fraught process. But there is one way to make data conversion really easy: Don’t convert any data. …
Almost every AMS on the market today has some form of CRM (customer relationship management) functionality that allows staff to track contacts made with members and customers (e.g., phone calls received or made). This CRM functionality provides an opportunity for the association to capture and track the kinds of interactions the association is having with …
Use CRM functionality to track calls and promote the value of membership Read More »
My oldest son (age 16) is interested in rebuilding our wooden swing-set, which is over 12 years old and in serious disrepair. At dinner recently, he sat down with a pencil and paper and started quizzing his siblings about what they would like to see on the swing-set. After creating a list of 10 to …
When drawing a picture is better than using words Read More »
Recently I met my daughter at the bus stop after school and walked her home. As we approached my house, we picked up the mail in the mailbox, which contained a fairly large Yellow Pages phone book, with a big ad for a plumber on the back of the yellow pages. My daughter looked at the phone book, …