CRM / AMS in associations

Please complete all questions in section 1, 2, 3 and 6 and answer the questions that apply to your situation from section 5 or 6 :

5. Have not got a CRM / AMS System
6. Have a CRM / AMS System

To view and respond to the a relevent questions, click the '+' icon on the right-hand side.

≡ 1. YOUR PROFILE

Your name ^* (required)

Email ^* (required)

Job title ^* (required)

Job level ^* (required)

What is your main Job role? ^* (required)

≡ 2. YOUR ASSOCIATION PROFILE

Full Organization name ^* (required)

Location of your office ^* (required)

What is your main member type? ^* (required)

Your member geography ^* (required)

How many People/Individuals do you have as members? ^* (required)

How many Businesses do you have as members? ^* (required)

How many Associations are member of your organisation? ^* (required)

Size of your staff ^* (required)

≡ 3. CRM / AMS SOLUTIONS IN YOUR ORGANIZATION

What is your organization’s situation regarding CRM / Association Management Systems? ^* (required)

What type of systems does your organization use for managing your members / contacts? ^* (required)

Association Management System (AMS)

AMS solution created on a CRM

CRM with no specific association application

MS Excel / MS Access

Other -See below

I don't know

What other systems does your organization use for managing your members / contacts? Please specify.

≡ 4. NOT GOT A CRM / AMS SYSTEM

What other functionalities would you like to use the CRM / AMS for?

If you are considering adopting CRM / AMS system for the first time, how challenging are these for your organization?

	Not challenging	Somewhat challenging	Very challenging	Not applicable
Scoping potential capabilities / uses
Independent consultant selection
Supplier selection
Implementation and integration
Tailoring the CRM / AMS to organizational needs
Getting staff onboard with the system
Optimising for member engagement
Implementing automation
Data analytics and reporting
Training staff and providing ongoing support
Ensuring data security and compliance
Budget constraints
AI integration

What other challenges is your organization facing with adopting CRM /AMS for the first time? Please specify.

What support do you need for adopting a CRM / AMS system?

Implementation roadmap with milestones

Product demonstrations and comparison tools

In-depth training on how to plan for a new CRM /AMS

Events on CRM /AMS trends / adoption / best practices

Case studies from other associations on adopting a new system

Case studies from other associations on how they use CRM / AMS effectively

User groups or forums for knowledge sharing

Regular updates and insights about CRM /AMS advancements

Other (See below)

What other support do you need for adopting a CRM / AMS system?

≡ 5. HAVE A CRM / AMS SYSTEM

What Association Management System do you use?

If your AMS is on an industry CRM (eg.: MS Dynamics, Salesforce, HubSpot etc.), which one is it on?

Did you use an independent consultancy to help you with selecting and implementing your system?

Yes

I don't know

How did your current CRM / AMS system impact your organization's ability to meet its goals?

How would you rate the results or effectiveness of your current system?

How customisable is your current CRM / AMS system to adapt to your organization’s changing needs?

What functionalities does your CRM / AMS system provide, and how often do you use them?

	Don't have & don't want	Don't have but want	Have but don't use	Use it to our maximum need	Could use it a bit more	Could use it much more
Member management
Event management
Communication and email marketing
Automated communications
Personalised communications
Payment and billing systems
Volunteer management
Committee and leadership tracking
Compliance and certification tracking
Reporting and analytics
Website content
Personalised website content
Awards management
Online Shop
Member Directory
Resource Directory
Other directory
Discussion Forum
Sales / Revenue Tracking
Surveys / forms
Jobs Board / Career Centre

If applicable, please specify other ways your organization uses CRM / AMS.

If you are considering changing to a better system, how challenging are these for your organization?

	Not challenging	Somewhat challenging	Very challenging	Not applicable
Scoping potential capabilities / uses
Independent consultant selection
Supplier selection
Implementation and integration
Tailoring the CRM / AMS to organizational needs
Getting staff onboard with the system
Optimising for member engagement
Implementing automation
Data analytics and reporting
Training staff and providing ongoing support
Ensuring data security and compliance
Budget constraints
AI integration

Any other challenges your organization faces with CRM and / or AMS? Please specify.

Which other areas does your organization need advice / support for CRM / AMS use? Please specify.

How important are the following factors in your relationship with your CRM / AMS supplier?

	Low importance	Medium importance	High importance	I don't know
Responsiveness and quality of customer service
Customization options
Training and implementation support
Integration with third-party tools
Clear pricing structure
Scalability of the solution to support future growth
Commitment to data security and compliance
Regular updates and new features

Any other critical factors in your relationship with your CRM / AMS vendor? Please specify.

How concerned are you that your CRM / AMS system complies with data protection regulations (e.g., GDPR, CCPA)?

How concerned are you that your staff are underusing your current CRM / AMS for their responsibilities?

What support would you need for changing or upgrading to a better system?

Assistance from CRM / AMS experts in improving the use of our current system

Assistance from CRM / AMS experts in selecting a new system

In-depth training on improving the use of our current system

Support customizing the CRM / AMS to fit our organization’s unique needs

Help with setting up workflows and automations

User groups or forums for knowledge sharing

Regular updates and insights about CRM / AMS advancements

Case studies from other associations on how they use CRM effectively

Other (See below)

What other support would you need for changing or upgrading your current CRM / AMS?

≡ 6. YOUR CRM / AMS SUCCESSES

What projects / adoption success have you had with your CRM / AMS that you would be willing to share with your peers in associations?

Are you interested in attending an event on adopting or improving CRM / AMS use, organized by AAE? ^* (required)

Yes

I don't know

Any other comments