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Nimble AMS on Salesforce

RSM helps organizations leverage their Nimble AMS platform to drive enhanced member engagement and more effectively achieve their mission

Salesforce is not just one of the world’s most popular customer relationship management (CRM) platforms—it is also an ecosystem of innovation. Some of the most creative minds in technology develop Salesforce tools to leverage process automation, intuitive design and artificial intelligence. Salesforce empowers organizations of all sizes to easily manage engagement with customers and prospects using a highly configurable set of tools. With updates three times per year, you are always using the latest, cutting-edge version.

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Nimble AMS by Community Brands is one of the fastest-growing association membership software (AMS) solutions built on Salesforce—and RSM is one of Community Brands’ leading implementation partners for this popular solution. Because it is within the Salesforce ecosystem, Nimble AMS saves you innumerable hours by automating inefficient daily tasks. Nimble AMS gives you an easy-to-view, 360-degree perspective of your constituents. Continuous upgrades on the same schedule as Salesforce mean you always have access to the latest version.

Our team of consultants focuses on providing high-value support and guidance at every step of the implementation and support process. With RSM, you have access to skilled resources that will help you get the most out of your investment. For some, that means out-of-the-box implementation. For others, it means working together to develop a comprehensive enterprise solution to meet specific needs that may initially seem overwhelming. We have implemented and supported Nimble AMS for clients of all sizes—including the largest Nimble AMS implementation to date, at a leading trade association.

Implementations

The RSM implementation team offers proven project management methodologies, regular status updates and a focus on open communications for the duration of our projects. For every project, your assigned project manager will build, share and maintain project documentation that includes:

  • Requirements and business process review
  • User stories
  • A project schedule, milestones and task lists
  • Issues and resolutions
  • Biweekly status reports and budget versus actual figures

Change management

We infuse change management techniques into each of our projects because we know how critical this function is. We can help you plan for change management by equipping you with the right vocabulary, concepts, techniques and communication plans to carry out your vision confidently and calmly.

The overall impact a major system change can have on an organization cannot be overstated. When managed correctly: 

  • Executives make decisions and stay involved
  • All staff feel part of the process
  • All stakeholders feel that you invested wisely
  • You are much better off than when you started

System audits

For clients who need to understand where they are relative to the latest Nimble AMS release, or who need a road map and recommendations on how to move forward, a Nimble AMS system audit is an excellent option—and an additional vital tool for budgeting and change management.

Integration projects

Through open architecture and API capabilities, the Salesforce and Nimble AMS platforms provide an ecosystem for deep integration with best-of-breed solutions for functions like learning management, marketing automation and web content management. RSM consultants leverage their extensive experience integrating these solutions with Salesforce and Nimble AMS to help clients create the most effective ecosystem for achieving their mission.

Reporting and dashboarding

AMS and CRM systems contain mountains of data—but without effective reporting and dashboarding, that data can’t have a positive impact on strategic decision-making. RSM consultants have years of experience creating reporting and dashboarding solutions that provide key insights for effective, strategic decision-making. Whether you want to leverage the core reporting capabilities of Salesforce and Nimble AMS or integrate them with a data analytics tool, we can help you surface the data you need to make the right choices for your organization.

Engagement projects

Our professionals can help you strategize, develop metrics and put the engagement capabilities of Nimble AMS and Salesforce in place quickly. We then assist you in putting your engagement scoring to work in personalization routines and member retention campaigns.

Support

RSM offers our clients comprehensive help desk support, including Nimble AMS technical and diagnostic services. Our help desk staff is available 8 a.m. to 8 p.m. Eastern, with after-hours and weekend support available on an as-needed basis.