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How to Improve Member Experience with Data, AI & Member-Centric Approach

Webinar: How to Improve Member Experience with Data, AI & Member-Centric Approach
When: May 27, 2025
Time: 12:00 PM ET | 05:00 PM GMT
Where: Zoom

Today’s membership organizations can’t afford to run on patchwork systems and legacy workarounds. Associations that want to stay competitive need a smarter foundation, one built for personalization, scale, and real engagement.

This session brings together two experts who know the membership space inside and out: Cassie Bartelme, Senior Solution Engineer at Salesforce, and Rebekah Raisor, VP of Global Strategic Alliances at Advanced Communities. Together, they’ll unpack how associations are using the Salesforce platform to rethink the way they operate, engage members, and deliver value.

Topics we’ll cover:

  • How Salesforce helps membership organizations scale operations while delivering more personalized member experiences
  • Where AI tools like Agentforce fit in: from real-time member insights to automated, personalized outreach
  • Lessons from real associations that have successfully modernized their engagement strategy
  • Why putting community and people first (not just technology) is the key to a future-ready membership model

A bonus for attendees:

Everyone who registers gets early access to our new ebook, Smarter Member Engagement: How Associations Win with AI + Salesforce. It’s a hands-on guide to using AI and Salesforce for better member engagement, support, and automation.

Save your seat today. All registrants will receive the session recording plus additional resources after the event.

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Speakers:

Rebekah Raisor
Rebekah Raisor
VP of Global Strategic Alliances, Advanced Communities
Cassie Bartelme
Cassie Bartelme
Senior Solution Engineer, Salesforce

Webinar Recording

Watch this on-demand webinar to see how forward-thinking associations and membership organizations are reimagining operations, engagement, and the overall member experience using the Salesforce platform.

In this session, you’ll discover the key ways Salesforce helps modern membership organizations move beyond outdated systems: enabling deeper personalization, greater scalability, and smarter day-to-day operations. You’ll also see how AI tools like Agentforce are changing the game, delivering real-time member insights, automating personalized outreach at scale, and helping associations boost engagement without adding more manual work for their teams. Along the way, you’ll see real-world examples of associations putting these strategies into practice.

How to Improve Member Experience with Data, AI & Member-Centric Approach

If you want to learn more about using AI in membership management, check out our guide on AI-ready membership management, which breaks down the foundational steps associations need before layering AI into their operations.

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