Data Cleansing in Salesforce and Salsa – Why it matters
Data cleansing is crucial before, during, and after you integrate Salsa with Salesforce. Poor data quality can affect reporting, analytics, and segmentation for effective marketing campaigns.
Webinars
Mission-Focused Data Visualization Reports and Dashboards using Salesforce + Salsa Engage
A Salsa Engage integration with Salesforce gives you comprehensive reports and high-performance dashboards and helps you to optimize your fundraising goals and retain supporters.
Tracking Member Engagement with Scoring and Dashboards
Members’ preferences change with time, so it is important to anticipate their needs in the moments that matter with active communication, backed up by real-time engagement data.
Managing Salesforce Releases and Nimble Updates: How to Avoid Disruption and Maximize Nimble
Organizations often confuse Salesforce version releases with the upgrade patches offered by Nimble AMS, which runs on top of their CRM. It is important to understand what change each upgrade brings to the system while following a blueprint to upgrade seamlessly to the latest version and maximize the potential of an Association Management System.
Customizing Core Permissions in Nimble AMS
Built on Salesforce, Nimble AMS taps into all of the security tools that Salesforce offers. To specifically address the needs of associations and nonprofits, Nimble AMS provides a starting point for user permissions.
5 Easy Security Checks to Keep Your Salesforce Data Safe
According to an annual report by IBM Security and Ponemon Institute, it took an average of 280 days for organizations to identify and contain data breaches.
Minimize Technical Hurdles during a Salesforce API integration.
Integrations are often touted as easy and simple to implement in Salesforce. APIs can be powerful add-ons but need strategic planning as with any newly introduced software.
Total Cost of Salesforce Management: Calculate Staff Costs & Find Ways to Save
While searching for cost savings within your Salesforce budget, consider the Total Cost of Ownership (TCO). Join us as we help you calculate what your actual costs are – to manage and maintain Salesforce and solutions to save costs.
Create Complicated Reports & Dashboards in Nimble AMS
Nimble AMS enables you to create, build, and maintain dashboards. With so many data points to pull and analyze, join us as we explore the basics of report and dashboard building with Nimble AMS.
How to Evaluate Whether You Should Integrate Your Event App with your AMS
Many associations separate their association management system (AMS) and their event registration platform. Every association will eventually come across the question of whether the two systems should be integrated.
