I just started working for an organization that uses Salesforce as its membership management system. It appears to have a lot of flexibilty but since Salesforce is primary build for CRM, there is a lot of confguration/customization that needs to be done to make it meet the needs of membership management. We just launched 6 months ago and are still figuring out the reporting system. Its especially difficult to report on membership new vs. reinstatement vs.
We tried a single license of Salesforce after 3 licenses of Salesforce IQ was not meeting our needs (the conversion workflows from recruit to member did not exist and we were not able to cusomtize it for our needs). We were so excited to try Salesforce...and quickly realized we were out of our depth. As a four-employee small trade organization without prior experience with Salesforce, we realized that the system was capable of so much, but none of us had the time to truly master it.
