When associations start planning to adopt a new marketing platform, they focus on the technical issues involved. Will the new platform work? Will it integrate with the other systems? Will we be able to run reports? 

But these technical issues are usually the easiest part of the upgrade process.

There are lots of other issues you’ll face when trying to adopt a new platform. Most of these roadblocks are related to people and processes – not the technology itself. 

None of these problems are insurmountable. You just need to be prepared and plan ahead. 

When you form a strategic partnership with a consultant, they will offer your association guidance and support as you tackle some of your most challenging questions. How do you set realistic goals? How can you improve your processes? How do you get your team up to speed? These are all things that a consultant can help you figure out. 

We all need a helping hand from time to time. In fact, 81% of associations outsource at least 1 service. For associations, this usually happens when you’re looking at a challenging project, like implementing a marketing automation platform. 

When it comes to IT investment, association management teams tend to be subject to a lot more scrutiny than their counterparts in the for-profit world. With good reason too – you’re spending members’ money, so you need to make sure you’re spending it wisely.

Whenever you make a purchase – whether it’s something as small as a pack of gum or as big as a new house – you go on a customer journey.