Follow 

Share

Too much for our org w/o training

Customer Service
3
Does your AMS vendor respond to your organization's requests in a timely and thorough way?
Ease of Use
1
Reliability
3
Customization
2
Membership Size: 
101-500
Industry Type: 
Other
Organization Type: 
Trade Membership
Primary Job Function: 
Membership, Customer Service, Data Entry
Number of Years Using the AMS: 
Less than 1 year

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. It wasn't as user-friendly / plug-and-play as other systems and hiring a consultant to get us set up was not feasible at the time. Eventually, we decided since we could only afford 1 license instead of 4, it was not the right system for the entire staff to utilize.