Neeraj Garg, Author at Aplusify Salesforce Managed Services

Fonteva 20 Spring Release: Upgrades to Look Out For

AMS, Associations, Fonteva / By Neeraj Garg

The Fonteva 20 Spring Release comes a year after the 2019-R1 release in the last year. The latest Fonteva 20 Spring Release is power-packed with features and enhancements that make managing your associations and nonprofits easier. This release focuses on enhancements across the organization including: Improved Payment Process & Order-Related Capabilities In the latest version of Fonteva …

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Customize Your Members Online Experience: 5 Must Do’s When Creating Member Join Processes

AMS, Membership / By Neeraj Garg

One of the first experiences your members have with your association is their online experience of joining your association. Your AMS gives your the data and technology to customize the experience so that it is relevant to your member, requests the information you need, and streamlines the process. Here are Aplusify’s top five steps to …

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Salesforce Nonprofit Success Pack (NPSP) Reports: Giving you a head start to data analytics

AMS, Nonprofit Success Pack / By Neeraj Garg

Many organizations choose Salesforce and NPSP for the analytics that can be garnered by having all the data under one platform. NPSP provides a robust inventory of reports and dashboard. List of Reports & Dashboards that come with NPSP NPSP Constituent Reports REPORT TITLE DESCRIPTION All Contacts All Contacts in your organization. All Organizations Accounts …

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Salesforce Nonprofit Success Pack (NPSP) Reports: Making Salesforce reports work for you

Nonprofit Success Pack, Salesforce / By Neeraj Garg

Your organization is unique in many ways. You will have to setup NPSP/Salesforce to work for your organization’s business process, data structure and needs. It’s your unique Salesforce ecosystem. As with any template, you will need to modify the Salesforce reports and dashboards so that it gives you what you are looking for. The easy …

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Life After Launch

AMS, AMS Roadmap / By Neeraj Garg

Hear our COO, Mr. Neeraj Garg, provide useful tips and insights about managing your AMS, adopted from his own experience of working with nonprofits and associations in their digital transformation journey. In this video you will discover how to:

AMS Roadmap: Post-Implementation

AMS, Implementation, Salesforce / By Neeraj Garg

Aplusify’s Checklist to Keep Your AMS Healthy Internal User Engagement: Does staff know what their roles and responsibilities are as it relates to your AMS? Get buy-in from internal staff by giving them the tools to succeed. External User Engagement: Be sure you understand how the new AMS will affect your members and key stakeholders. Data Hygiene: You …

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‘A Thousand Words’: Why Great Visuals Speak Directly, Fluently and Effortlessly

Salesforce / By Neeraj Garg

The new healthcare cloud will provide health payers an entire view of members in a single dashboard which drives the productivity for the clinical professionals. The healthcare cloud will permit healthcare payers to create personalized and interactive connected experiences which improve the member experiences. Health Cloud The healthcare payers are coming across an extremely competitive …

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Top 3 Must Do’s Before Selecting an AMS

AMS, AMS Roadmap, AMS Selection / By Neeraj Garg

1. Identify & Engage Your Stakeholders Go beyond the internal roles of how staff engages with your AMS. Look at how external stakeholders interact with your AMS. Your list may contain board members, new members and sponsors. Consider creating focus groups to explore questions such as… What are they looking for? How do they currently …

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Event Apps: Benefits to Integrate with Salesforce®

Event Apps, Nonprofits, Salesforce Apps / By Neeraj Garg

Historically, many organizations have isolated their event apps from Salesforce for different reasons including: As API’s have become more robust and sophisticated, integrating event apps have become easier to integrate, streamline business processes, and provide more sophisticated analytics. Consider these cost-benefits when thinking about whether or not to integrate your event app with Salesforce. Sophisticated …

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6 To-Do’s with Salesforce® Integrations

API, Salesforce / By Neeraj Garg

Salesforce has the potential to drastically improve associations’ working process involving support, operations, product & services, etc. With its integration with other applications, resources, and APIs, organizations make Salesforce even more valuable to its customers through data and ensure accuracy in dealing with business workflow and operational visibility. But it isn’t that easy. API integrations …

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Author name: Neeraj Garg

Fonteva 20 Spring Release: Upgrades to Look Out For

Customize Your Members Online Experience: 5 Must Do’s When Creating Member Join Processes

Salesforce Nonprofit Success Pack (NPSP) Reports: Giving you a head start to data analytics

Salesforce Nonprofit Success Pack (NPSP) Reports: Making Salesforce reports work for you

Life After Launch

AMS Roadmap: Post-Implementation

‘A Thousand Words’: Why Great Visuals Speak Directly, Fluently and Effortlessly

Top 3 Must Do’s Before Selecting an AMS

Event Apps: Benefits to Integrate with Salesforce®

6 To-Do’s with Salesforce® Integrations

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