New Salesforce User
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. rejoin but this could be due to our configuration. We also have not figured out how to automate billing and renewals. I know that there are a few AMS providers out there that are built on the Salesforce platform and we are exploring them but I'm immediately turned off by the idea that we purchased this platform and then have to turn around and pay again for another platform.
