Salesforce for associations

Webinar details

Originally presented with US Transaction Corp, February 3, 2022

More than ever before, associations are being challenged to do things differently. Changing demographics, competing forces, the ongoing public health crisis, and a change in the way members expect benefits and services to be delivered are all creating pressure on association leadership and staff to retain and gain members.

At the same time, many legacy Association Management Systems (AMSs) are still offering the same old technology and lack in critical areas of need. You’ve no doubt heard of Salesforce, but what can it offer to meet your organization’s needs?

In this session, we’ll:

• Provide an overview of commercial AMSs built on Salesforce, a custom solution built on native Salesforce, and the associated Apps that can help you best meet your members’ needs.
• Talk about what to look for in an implementation partner for a Salesforce solution and running a successful procurement process.
• Discuss how you can prepare to move from a legacy system and how to set expectations with your team.

Jenifer Alonzo is an innovative technology professional with exceptional ability to think through problems and execute functional solutions with a team. She leads and architects Salesforce projects for nonprofits and associations in the midmarket and SMB spaces, and is a Subject Matter Expert (SME) for Case Management, Program Management, and Fonteva projects at Fíonta.

Prior to her Salesforce career, Jenifer was a tenured professor of Communications and Theatre Arts at Old Dominion University. Her academic focus on communication and team-building directly informs her ability to fully understand client needs and lead critical change management initiatives for clients.

Jenifer holds a B.A. from the University of Colorado and an M.F.A. from Towson University. She is a Salesforce certified Administrator, Nonprofit Cloud Consultant, and Platform App Builder.