AMS/CRM Consulting Services
Let us make your AMS/CRM work for you!
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AMS and CRM Consulting
AMS and CRM systems are essential for organizations, but gaps often exist between business needs and software capabilities. Maintaining these systems can be complex and costly, with ongoing customization, reporting, and integration demands.
Our experienced AMS consultants provide high-quality, cost-effective services tailored to the nonprofit and association industry, prioritizing excellence over expense.
Our Consulting Services Include
- Development, Setup and Configuration
- Reporting and Analytics
- Ongoing Maintenance and Support
- Data Migration
- Data Management – Integrity, Quality, Consolidation, etc.
- Project Management/Business Analysis
- System Selection
- Training
- Documentation – SOP, RFP, Users Guide, etc.
Microsoft Dynamics 365 (Cobalt, Protech)
We deliver a complete range of services for Dynamics 365 and associated AMS, including customization, configuration, administration, reporting, and analytics. We harness the Power Platform and Azure services like Data Factory, Logic Apps, and SQL Services to enhance functionality.
Salesforce (Nimble, Fonteva)
Our certified professionals are here to enhance your system. Whether you need data migration, customization, setup, configuration, or reporting and analytics, our experts are well-versed in technology and dedicated to delivering exceptional service.
Personify
As a leading AMS platform, Personify is a complex system with many components, making support, development, and data management challenging…
NetForum
We provide comprehensive support for all your Net Forum needs, including report development, data management, eWeb and iWeb customizations…
Other AMS/CRM
Providing specialized support and customization for diverse platforms to optimize your operations. Let us know your platform, and we’ll show you how we can help.
NetSuite, Your Membership, and more…
Why Us?
- Your all-in-one resource for all AMS needs
- A team with in-depth expertise in various AMS and CRM systems
- Years of practical experience in the association industry
- Affordable services with predictable support costs
- Dedicated to meeting the needs of associations at AMS Experts