In today’s digital landscape, associations rely on technology to manage operations and engage members. At the center of these operations is an Association Management System (AMS) or Client Relationship Management (CRM) platform. Think of the AMS/CRM as the heart of your organization, while your staff represents the brain. For the heart to work efficiently, it needs to be well-integrated with other systems, such as events, marketing, education, and more.

Here are the five essential integrations to ensure your AMS/CRM performs at its best:

1. Email Integration: Enhancing Member Interactions

Did you know that the most meaningful interactions with members often happen in your staff’s email inbox? Whether it’s Outlook or GSuite, integrating your staff’s email system with your AMS/CRM is crucial. This integration ensures that every member’s question, comment, or concern gets logged and followed up on, helping your association provide a seamless and member-centric experience.

2. Marketing and Communications Integration: Measuring Your ROI

Many AMS platforms fall short in terms of built-in marketing features. For effective marketing, you need more than just email. Integrating your AMS/CRM with tools for social media management, digital ads, omnichannel capabilities, and landing pages allows you to track campaign performance and measure ROI accurately. Make sure your marketing initiatives are driving value by utilizing tools that connect seamlessly with your AMS/CRM.

3. Event Management Integration: Maximizing Event Value

Event management is another area where AMS platforms may offer basic functionalities, but most mid-sized to large organizations need more robust solutions. Integrating your AMS/CRM with a specialized Event Management System brings all pre-, during, and post-event data back into your AMS/CRM, giving you a full picture of member engagement and helping you plan future events more effectively.

4. Learning Management System (LMS) Integration: Elevating Member Education

Continuous education is a cornerstone benefit for many associations. Integrating your LMS with your AMS/CRM enables you to track member learning paths, interest areas, and engagement levels. This data can inform content creation, event planning, and even personalized marketing strategies, ensuring your educational offerings align with member needs.

5. Financial Management Integration: Streamlining Finances

Connecting your AMS/CRM to a financial management system saves hundreds of hours spent on manual reconciliations and reduces the risk of errors. With real-time financial data at your fingertips, you can make informed decisions quickly and safeguard your organization against potential fraud.

Ready to Transform Your Association’s Operations?

These five integrations can supercharge your AMS/CRM, helping you build stronger relationships, manage finances more effectively, and deliver top-notch educational content. If you’re unsure which tools would best suit your needs, book a call with us today—we’ll guide you through finding the right fit for your organization.