Salesforce for Member Organizations & Associations

CREATE A ONE-STOP AMS SYSTEM FOR MEMBERSHIP MANAGEMENT USING ALL THE BENEFITS OF SALESFORCE EXPERIENCE CLOUD Arrow down
The growth and scaling of membership organizations and associations depend heavily on the right membership management tools to provide automation and digitalization. Yet the digitization process comes with challenges like data protection, security, reliability, and a significant number of different modules that should be available in a single AMS system. We can help membership organizations avoid those challenges and unlock the full potential of the Salesforce platform by providing tailored association management software solutions and expert guidance.

Why Advanced Communities is the Leading Salesforce AMS Systems Implementation Partner

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Membership experience management
Enable the growth, scaling, and tracking of your membership processes. Empower your members in a new way by giving them a platform optimized for events, networking, discussions, collaboration, and asset sharing.
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Payments & donations
Easily accept membership payments, subscriptions, and renewals, collect donations through the member portal compatible with your Nonprofit Cloud. Track all revenue and fundraising sources in a single system.
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360-degree member view
View all member activities in a single location on the Salesforce platform, offering you relevant information and valuable insights into your members, their engagement and activities, as well as their worth to your organization.
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Searchable member directories
Enable your members to search for associations or other members based on customizable filters, and the Google Maps integration makes it easy for them to locate like-minded professionals nearby.
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Events registrations
Manage events registration in one place. Organise free and paid events, whether they’re simple or complex, one-day or multi-session. Allow members to easily browse through different types of events, including local and in-person events, and virtual events via Zoom.
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Extensive business analytics
Use standard and/or custom dashboards and reports to track key performance indicators such as membership growth, member engagement, retention rates, and revenue streams. Make decisions based on a complete understanding of your revenue and member activities.
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Member management for nonprofits
Create a unified place for all your Salesforce association management work. Manage donor base and cultivate valuable relationships with supporters through streamlined communication, scheduling, tracking, and reporting.
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Member portal with mobile app
Your members will get a full online communities experience with events, directories, additional resources, a payment system, and social networking functionality. Allow your members to collaborate and maximize the benefits of membership on any device, at any time, from anywhere.

Our Services

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Member portal

Create a member portal to allow your community members to connect with your membership organization and each other, do membership payments and renewals, search for events, make online donations, and manage their subscriptions – all in a central hub for member activity. 
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AC MemberSmart implementation

We offer our assistance in the successful implementation of AC MemberSmart Salesforce membership management app. This powerful membership association software enables efficient management of member data, communication, and engagement on Salesforce. Our professional support is included with your annual subscription.
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Online community

Boost member engagement and satisfaction with a community for knowledge sharing and collaboration. Create a responsive site that enables members to post questions, share their ideas, access relevant content, view articles, collaborate, and create support cases in a centralized location.

Case Studies

Explore how we help associations and membership organization achieve their mission.
Associations and Member Organizations
Bond
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Bond, a UK-based network for international development organizations. Bond is the membership organization that strives to connect, support and strengthen dynamic networks as it becomes more and more difficult for charities and non-governmental organizations to achieve their missions during these hard times.

  • Effective communication in private groups
  • Users can follow and attend important events and training
  • Job vacancies right on the Experience site
  • Services and solutions promotions with Partner Marketplace
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Associations and Member Organizations
Operation New Uniform
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Operation New Uniform (ONU) has set itself the ambitious goal of helping all veterans transition to normal life after their service. So far, the initiative has been more than successful, with 97% of Veterans citing life improvements after participating in the program. In particular, ONU seeks to help Veterans develop a positive mindset and leverage their experience by providing the necessary resources.

  • User-friendly and sleek volunteer portal
  • All the data from the portal is synchronized with the production org
  • Simplified event application process with a separate site for events
  • Significantly improved organizational processes
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Associations and Member Organizations
Sustainable Restaurant Association (SRA)
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The Sustainable Restaurant Association (SRA) is a non-profit organization that brings together restaurants committed to complying with certain standards, such as treating their staff fairly and getting their food from sustainable sources. SRA needed a community to bring member restaurants together, along with a communication channel that would allow them to share events, announcements, and blog posts.

  • Interacting with members in a new way with a new community
  • Announcing events for the catering industry on the Experience Site
  • Conducting annual surveys of over 300 questions
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Cases: Nonprofits
The African American Alliance of CDFI CEOs (The Alliance)
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The African American Alliance of CDFI CEOs (The Alliance) is a coalition of more than 80+ CEOs of Black-led Community Development Financial Institutions (CDFIs), comprising loan funds, credit unions, venture capital firms, and nonprofit developers.

  • The Member Directory is a central point for all Alliance member profiles.
  • Members can access communities to connect with each other and obtain valuable information tailored to their interests.
  • Eligible members can apply for the Alliance’s open grant opportunities.
  • Сommunity members can track all group activity based on their feed and interests.
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Cases: Nonprofits Associations and Member Organizations
The Canadian Cancer Society
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The project aimed to bring together people with similar experiences of cancer, providing a platform for connection, communication, and learning. 
With the AC solution, community members can participate in conversations, engage in shared activities, and join private groups – all with either a fully French or fully English experience.

  • Implemented AC apps to provide group & discussions functionality, a member directory, and a blog features.
  • Implemented community switcher to allow easy witching between French or English communities.
  • Developed and integrated a variety of custom features and functionalities to address the specific UI/UX requirements.
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Salesforce Experience Cloud Solutions for Member Organizations

Membership organizations are faced with unique challenges in managing their operations, engaging their members, and delivering value. Salesforce organization offers a robust suite of tools designed to cater to the diverse needs of key stakeholders within associations and member organizations to help them overcome these challenges and drive success. One of the key advantages of Salesforce for associations is its association management capabilities. Having a Salesforce AMS in place, organizations can easily track member information, monitor member engagement levels, and personalize interactions to build stronger relationships. Discover the power of Experience Cloud Salesforce as the best membership management system for associations and member organizations with Advanced Communities.

Why Choose Us?

Expertise

  • We have a wealth of experience working with member organizations, such as trade or professional associations and nonprofit organizations. We’re here to assist you in overcoming any industry-specific challenges and ensuring your long-term success.

Customization

  • For over a decade, Advanced Communities has been providing a range of award-winning 100% native products through the AppExchange. We will provide you with a customized membership management software solution that fits your needs.

Client satisfaction

Our commitment to client satisfaction means that we go above and beyond to ensure that our clients get the most out of their Salesforce solutions, and we are always striving to improve and optimize our services and support to meet their evolving needs. 

Innovation

  • We stay up-to-date with the latest trends and technologies in the membership management in Salesforce organization, providing solutions that solve the latest challenges faced by your industry.

Commitment

  • With us, you can trust that you have a partner who is dedicated to your success and committed to providing you with the best possible solutions and services.

Trusted by great companies

We help our customers succeed with Salesforce and Experience Cloud
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Q&A

Can Salesforce be used for membership?

Yes, the Salesforce platform can be a powerful solution for membership management, offering scalability, customization, and integration capabilities to meet the unique needs of different organizations and associations.

You can build a stunning Experience Cloud member portal seamlessly integrated with your Nonprofit Cloud, serving as a place to deliver an excellent member experience by providing your members with everything they need to interact with your organization. Plus, you’ll gain a centralized hub for managing membership data, tracking engagement metrics, and gaining insights into member behavior – all in one place within Salesforce.

What is the difference between CRM and association management system?

While both CRM systems and AMS systems are designed to manage relationships and interactions, they serve different purposes and target different audiences. CRM systems are more suited for businesses focusing on customer relationships, while AMS systems are tailored for member-based organizations managing memberships, events, and community engagement. You can use Salesforce to create your own Salesforce AMS system by using prebuilt association management tools and integrating membership management solutions like AC MemberSmart.

What are AMS systems?

AMS stands for Association Management System, which is a comprehensive software solution designed to support the operations and management of member-based organizations such as associations, nonprofits, clubs, and societies. An AMS built specifically for these organizations offers a wide range of features to streamline various tasks, including membership management, event planning, communication, fundraising, and financial management.