Webinar: Expand Organizational Membership with Salesforce

How is native architecture uniquely designed to expand organizational membership with Salesforce? Join Brian Stremlau, chief financial officer for AAIM Employers’ Association, as he details how a multi-year journey of centering the organization’s work around Salesforce helps serve members better.

AAIM’s process involved integrating 15 different pieces of software into Salesforce. The move created an organizational hub for all data and membership activities. With everything centralized, AAIM’s staff could spend less time on manual work across its 28 different services and focus more on what mattered most: improving member engagement 

Discover how AAIM was able to expand organizational membership with Salesforce, rather than costly customizations, to make the platform its secret to success.

• Accounting Seed for Salesforce – Learn the benefits of AAIM’s transition to the accounting platform for bettering invoicing, revenue tracking, and AR collection—with zero importing and exporting data required. 
• Process Automation – Hear how AAIM saved more than 40 hours of staff time per month using Salesforce Flows to create an automated event registration process for members.
• Coupon Codes – Get inspired by the organization’s creative use of coupon codes to transform one-off training participation into a subscription-based membership service for more recurring revenue.
• Maximizing Member Insights – Experience AAIM’s Waypoint Report, a one-click, data-rich tool with information on service participation designed to help companies maximize their membership dollars.

Expand Organizational Membership with Salesforce

This 30-minute webinar—directly from AAIM’s CFO who led the way—will have you thinking about all the effective and efficient ways you can put Salesforce to work for your membership organization.

Want a deeper dive into AAIM’s story and additional ways Salesforce is helping the association better serve its members? Check out “AAIM Sets Sights on Membership Growth Goals with Salesforce” for the full case study.