Why Associations Should Choose a CRM
For years – decades even – associations have managed their customers using an Association Management System. Vendors rightly saw a niche audience and built proprietary tools to address the specific needs of a membership organization, which was great. Associations do have specific needs. And with over 20,000 associations in the US alone, there’s a rich […]
RFP Pitfalls to Avoid
The RFP process can be stressful. In great part because you know it’s the start of a big change for your association. You’re likely ready to embark on a system implementation or upgrade and the RFP is the necessary step in that process. But…is it? Some associations need to do an RFP because it’s built into their procurement or is a general counsel-directed policy. […]
Thinking of Switching your AMS? Preparing For Change
Your current AMS has stopped meeting your needs and you’re ready for a change. Time to write an RFP and implement a new system, right? Sure. That will get you a new system. But will you be more successful than you are now? Are you preparing for what a change can do for you, your members, and your future? […]
Top 10 Ten Reasons Why Associations are Switching to Altai Systems
Since 2007, Altai Systems has been focused on association management software. Today we believe the historical AMS is too limiting and associations are best served using robust association-specific functionality built within the Microsoft 365 business platform. This means the tools you’ll use to manage your association allow you access to some of the best business tools available AND allow you the flexibility to incorporate technology you’re already using and love, directly into that platform. This provides your association not only what’s important […]
Single Sign On (SSO), Identity Management, and how to not torture your members.
Single sign-on, or SSO, allows your members – and really anyone who has an online account with you – to avoid keeping track of multiple usernames, passwords, permissions, and roles. One login gives them access to all your connected digital components they have rights to access. It also allows you to manage who has access to what. Restricted board content, digital downloads, personalized recommendations. SSO opens the door to the […]
How to view top usage of CRM tables to clean up your data in Microsoft Dynamics
As your association’s CRM administrator, one of your top priorities is the management of your data and how it is stored. With the changes from Microsoft on storage, our clients are asking us how to clear out unneeded storage of data and to gain insights on where the largest data exists. By clearing out unneeded […]
Call For Proposals
Call For Proposals is Altai’s latest functionality that makes soliciting feedback from members easier to gather and qualify. Our CFP module assists an organization in requesting suggestions or feedback from its membership and industry thought leaders. Allowing associations to call on their constituents to propose, an award, a session, a paper, a nomination, an abstract, […]
Altai Events – Staying Connected Virtually Through Zoom
Microsoft Dynamic Integration with Zoom Executing Zoom Events Within Your AMS Zoom reported their usage skyrocketed from 10 million daily meeting participants to 300 million daily meeting participants early in 2020 and more than likely you were one of them. With the shift to remote work, out of the office, apps such as Zoom, and […]
Altai Events: Using Microsoft Teams for Event Management
Microsoft Teams Integration with Dynamics 365 From Concept to Execution to Finance Have you considered that Teams can extend beyond meetings, or webinars to large scale virtual conferencing complete with sponsorships, virtual booths, multiple concurrent sessions, conference-wide or focused broadcasting, as well as multiple moderators and contributors? Microsoft Teams does more than simple chat, collaboration, […]
Platform v Product and Selecting the Last AMS You’ll Ever Need
Your First Step What to do when you’re considering cutting your losses and selecting a new AMS? The first step should be to analyze the strengths, weaknesses, opportunities, and threats of your current solution based on the requirements you have today. Has your AMS been able to bridge the gap between previous and current requirements? […]
