AMS/CRM Resources
Preparing to look for a new AMS/CRM?
501Works had developed top resources to help you prepare for an AMS/CRM selection process.
Check back as we continue to add more resources to help you.
Advice:
Give a Review. Read Reviews.
Utilizing a community driven approach, ReviewMyAMS provides you with a platform where you can share your own insights, learn from unbiased reviews, and make informed decisions about selecting your next AMS.
Advice:
Request a 30-minute free session
Request a 30-minute free, no obligation, IT consulting session for your upcoming AMS/CRM or other system selection project with James Marquis, the host of the CIO hour and our very own CIO here at 501Works.
Tools:
AMS/CRM DEMO TRACKER
As you conduct your AMS/CRM search, you are likely to view basic demos from several vendors to see which appeal to you. Keeping all the solutions, features and your thoughts organized can be tough. Download our Demo Tracker to easily track the solutions you have seen and stay organized.
Research:
2021 AMS/CRM SYSTEM SELECTION SURVEY RESULTS REPORT
501Works, in partnership with Branching Knowledge, conducted a survey in 2021 to help understand this industry’s friction-ridden and fractured process for selecting, implementing and using AMS/CRM solutions. Read what people have to say here:
Articles:
Guide to Building a Better Data Strategy
11-2022
Data seems to be the buzz word in the association space these days, but mainstream organizations have been utilizing data to shape business decisions for the past 20 years. So why are associations so behind?
How to Create a Winning SME Team
10-2022
Discover 5 pro-tips to creating a productive SME team.
Webinars:
AMS SELECTION FROM THE TRENCHES
02-23
We dig into the trenches and explore the real-world process of AMS selection by inviting two of our own clients who selected an AMS System in the past 90 days to share their experiences.
We’ll conduct a retrospective discussion and share what went well, and what they wished they had done differently so you can benefit from their experiences.
DATA HOARDERS – ASSOCIATION EDITION
12-2022
Data is a huge asset for most associations BUT it can also be a liability. Navigating the line between asset and liability is increasingly difficult as our associations face cyber-security, privacy and logistical challenges related to managing the volumes of data we collect. Many associations work on the model of “just save everything” but that places increasing burdens on IT systems and the humans trying to make sense of what our data reveals about our members.
AMS/CRM SOFTWARE SELECTION SURVEY – WHAT PEOPLE REALLY THINK
02-2022
A summary of the findings from 501Works’ AMS/CRM Software Selection Survey
TIPS AND TRICKS FOR CREATING EFFECTIVE IT SOFTWARE RFPS
10-2022
Find out what vendors go through and get their suggestions on what you can do to make your IT Software RFP more readable, concise, and useable so that vendors can provide you with a response that is tailored to best meet your organization’s needs.
AVOIDING THE BACHELOR/BACHELORETTE MENTALITY DURING AMS/CRM SELECTION -11/2021
11-2021
Just like the Bachelor/Bachelorette shows, AMS selection can be awkward, uncertain, and produce some cringeworthy moments. Hear how you can avoid the pain, speed up the process, and build better vendor relationships throughout the “selection” process so you can find your perfect “rose” in the sea of AMS/CRM systems.
Just For Fun:
AMS/CRM COMMITTEE ZOOM CALL
The 501Works staff “Zoom Players” perform a 4-minute parody of the AMS/CRM committee and its challenges with selection process via a Zoom call!
