Salesforce AMS with AI

Leads the entire organization, setting strategy, overseeing operations and financial performance, managing the leadership team, advancing the mission, and keeping the board informed.

• Knowing what is happening across the organization and whether it is on track
• Identifying risks, opportunities, and emerging issues before they become bigger problems
• Walking into leadership and board meetings knowing the story behind the numbers

• Provides a real-time view across the organization through a simple conversation with AI
• Proactively surfaces trends, risks, opportunities, and exceptions requiring executive attention
• Connects information across the organization to explain what is happening and what is driving it

Owns the member lifecycle: recruitment, onboarding, engagement, renewals, retention, and growing the value members receive from the organization.

• Knowing which members are at risk before they lapse
• Understanding what drives member engagement, renewal, and retention
• Reaching the right members with the right action at the right time

• Identifies members showing signs of disengagement or renewal risk and explains why
• Recommends the next best action for individual members or member segments
• Turns plain-language requests into member lists, communications, and follow-up actions

Oversees financial operations: billing, payments, accounts receivable, revenue, reconciliation, reporting, and the flow of financial information between Salesforce and the accounting system.

• Accuracy and confidence in the organization’s financial information
• Know where revenue and expenses stand vs. expectations
• Quickly spot outstanding balances, reconciliation issues, and exceptions

• Provides immediate visibility into financial activity across the organization
• Identifies variances, outstanding balances, reconciliation issues, and exceptions requiring attention
• Connects Salesforce and accounting data and explains what is driving financial results

Manages the event lifecycle: planning, promotion, registration, speakers, sessions, sponsors, exhibitors, attendance, revenue, onsite execution, and follow-up.

• Hitting registration, attendance, and revenue goals
• Knowing whether an event is on track early enough to make adjustments
• Keeping registrations, speakers, sessions, sponsors, exhibitors, and attendees organized

• Provides a real-time view of event performance through a conversation with AI
• Connects registration, revenue, attendance, speakers, sessions, sponsors, and exhibitors
• Proactively identifies issues, trends, and opportunities requiring attention

Keeps the Salesforce environment running: configuration, automation, permissions, integrations, data quality, troubleshooting, and overall administration.

• Knowing about system issues before users report them
• Keeping automations, integrations, data, and processes running correctly
• Spending less time troubleshooting and responding to routine support requests

• Proactively surfaces errors, failed automations, integration issues, and data problems
• Helps diagnose problems and recommends actions to resolve them
• Reduces routine administrative requests by allowing authorized users to safely handle more themselves

Manages communications across the association community: members, prospects, attendees, volunteers, sponsors, partners, donors, subscribers, and other audiences.

• Reaching the right audience with the right message at the right time
• Personalizing communications without manual segmentation
• Knowing which messages and channels drive engagement

• Builds targeted audiences using data from across the association
• Creates and personalizes communications for different audiences from a plain-language request
• Analyzes campaign performance and recommends the appropriate next communication or action