CRM & AMS Solutions

Market-leading CRM and AMS solutions see themselves as enterprise development platforms. Platforms like Salesforce and Dynamics 365 offer compelling solutions—easily configured and rapidly delivered—to organizations seeking powerful collaboration, automation, and productivity. But not every platform is the right fit. We cut through the clutter to identify and implement the correct solution for your business needs.

Every organization wants to capture that elusive and ever-evolving 360° view of its customers, constituents, members, stakeholders. Whatever you call them, they are the people you serve and depend on to grow your business. You need to know who they are and what is important to them. The right Association Management System (AMS) and/or Customer Relationship Management (CRM) tool can track that and so much more. In fact, we prefer the term XRM because your system should manage the relationships between all your interdependent variables. We can configure it to do exactly that.

In addition to tracking what’s important, a modern CRM or AMS can be the core of your enterprise platform. You can use it to develop and integrate apps, automate messaging, track KPIs, and power auditing and compliance. We wrote a whole blog on lesser-known uses for CRMs.

If your CRM is going to be at the center of all you do, selecting the right one is critical. Whether you are a business, nonprofit and/or association, we have a system for identifying and weighing your needs and matching them to the best tech solution. We also have powerful partnerships and over 30 years’ experience selecting, configuring and implementing enterprise platforms.

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