CPE Compliance Disclosure:
COURSE DESCRIPTION:
Are you truly tapping into Salesforce’s full potential to transform your association? Join us in this moderator lead discussion tailored for association C-Level executives to uncover essential insights and practical strategies for optimizing your Salesforce CRM usage.
We’ll discuss critical topics such as migrating large volumes of data between CRMs, the process of selecting the right CRM software, and understanding the differences between Salesforce native and other platforms built on Salesforce for your association’s needs. Explore how Salesforce Data Cloud enhances operations, plus discover how other associations are using Salesforce AI and how it can propel your association toward greater efficiency and success.
Whether you’re considering migrating CRMs or looking to refine and expand your Salesforce functionality, this actionable session will prepare you to make informed decisions and achieve measurable results.
Don’t miss your opportunity to learn directly from industry experts and engage with your association peers during a live roundtable discussion session!
LEARNING OBJECTIVES:
- Evaluate the key considerations for selecting a CRM platform by comparing Salesforce native solutions with other platforms built on Salesforce, ensuring alignment with association needs and strategic goals.
- Analyze the impact of Salesforce Data Cloud and AI-driven features on association operations by examining real-world use cases and identifying opportunities for increased efficiency and engagement.
- Apply best practices for CRM migration and data management by outlining actionable steps to ensure a smooth transition and long-term optimization of Salesforce within your association.
INSTRUCTOR(S): TBD
DELIVERY METHOD: Group Internet-Based
CPE CREDITS: 1.5
LEVEL: Intermediate
NASBA CATEGORY: Business Management & Organization
Subject Domain: Operations
PREREQUISITES: C-Level Management Experience
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
U.S Transactions Corp. (CPE Sponsor ID: 138278) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
