Working with a client last week on their selection of a new AMS, I was again reminded of how important it has become for associations to be able to track in their AMS not only transactions (e.g., membership joins and renewals, event registration, product sales, etc.), but interactions with members and customers (e.g., tracking phone and email conversations).
Something I’ve observed over the past couple of years is that associations are becoming more attuned to the fact that most associations are sales organizations. Whereas “sales” used to be a dirty word in association management, more and more associations realize they need a sales process and a sales mindset in order to be really successful.
And one big piece of that is keeping track of interactions with members and customers. So whether it’s tracking significant conversations (by email and phone), tracking in-person meetings, or tracking website downloads, keeping track of these interactions, in addition to the standard financial transactions, is helping associations to be more effective working with their customers and members.
“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.”
“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.”
Mary Pat Paris, Executive Director
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