Affnetz

  “Does my Association need a CRM?” is a question many Association leaders ask. Most are familiar with Association Management Systems (AMS). How does a  CRM (Customer Relation Management)  system fit in? How does an AMS compare to a CRM in terms of features? AMS Versus CRM Associations need to support numerous processes. These include: Financial Management including dues and other payments Member directory/database Internal communications and collaboration Networking Email marketing Surveys and feedback Events Fundraising Website management Sponsor and advertiser management Some functions like mobile apps and reporting span across the above processes. AMS software vendors range from those that offer support for a single process to those that combine multiple processes. A CRM system is defined as software that, “gathers customer interactions across all channels in one place. Managing centralized data helps businesses improve customer experience, satisfaction, retention and...

  QuickBooks® for Nonprofits has become a popular cloud-based financial accounting software choice for many organizations. This brings up the question: what’s the process for integrating QuickBooks® for Nonprofits with Other Software? Most Nonprofits use a variety of software programs that touch on finances in some way. For example: Donor Management  — Donations from traditional or Peer-to-Peer fundraising campaigns flow through this software. Sponsors and Advertising  — Funds from these Stakeholders support programs and events. Events  — Fundraising and educational events software programs handle the flow of funds from attendees and donors. It also tracks payments to vendors doing work for events like caterers and audio-visual technicians. Beneficiary Management  — This is an outflow of funds that must be carefully managed to ensure the right beneficiaries receive the correct benefits. How Does the Money Move? With the above examples, integrating QuickBooks® for Nonprofits w...