![]() Einstein can give guidance and make predictions on things like which members are likely to renew or not renew and then, most importantly, empower your staff with tools to act upon what it finds. YOUR WISH, GRANTED: Salesforce platform-based Nimble AMS enables point-and-click AI using Salesforce Einstein AI technology. If only you had an AMS that uses the latest technology to deliver a modern member experience. You also know you need ways to meet, and ideally exceed, member expectations. Otherwise, there’s a good chance their membership will lapse as they feel a declining value. You know that as for-profit companies provide increasingly personalized experiences using technology like artificial intelligence (AI), your members expect the same in more areas of their lives – including their experience with your association. “I wish our association could deliver a more modern member experience.” For example, set up a workflow to automatically send a monthly membership summary to your executive director and board of directors. Reports: Schedule important, timely membership reports to send automatically via email to yourself or executive management.Your technology should allow you to set up this option, with corresponding automated emails that notify members when their membership has been renewed. One of the best ways to address this issue is to offer an option to automatically renew membership, with the membership fee charged to the member’s stored credit card. Membership renewal: The Community Brands Member Loyalty Study found that 13 percent of lapsed members simply forgot to renew.The action that triggers this workflow is a new member joining and paying the annual membership dues. For example, when members join your organization and pay their annual dues, they can receive an automated email confirmation for joining that includes a receipt of payment. Email communications to members: Automate email communications, using Nimble Create, to members based on their actions, such as registering for an event or paying membership dues.The ASSH/Nimble AMS case study goes into more detail about how the organization is creating new efficiencies by automating processes. Application processes: American Society for Surgery of the Hand (ASSH) uses Salesforce-based workflow functionality with Nimble AMS and their membership data to automate hundreds of processes, including their fellowship application process. ![]() Here are some examples of ways your association can use process automation capabilities in Nimble AMS: ![]() Without code, you can identify process criteria and automatically update or create new records, emails, and tasks or submit approval requests in a few simple steps. YOUR WISH, GRANTED: With Nimble AMS, built on the Salesforce platform, you can save valuable staff time by automating complex business processes. If only your AMS system could automate manual processes so your team could focus more on serving members. This results in your team spending time on manual processes that could be better spent developing member programs and benefits. They’ve likely become more time-consuming. Over time, your membership management processes may have matured. “I wish our association’s staff could work more efficiently.” Here are three common wish list items and the ways Nimble AMS can help fulfill them. Many associations have a wish list – a list of things they wish they could do if only they had more resources and better technology.
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