Meet Element AMS
Manage Association Memberships, Invoicing, Accounting, and Revenue.
Streamline your operations and boost member engagement with our Association Management Software made for Salesforce. Enhance membership value and simplify accounting.
Solving Challenges. Delivering Success
- Simple one-time setup.
- Eliminate the need for complex spreadsheets; rely on powerful dashboards while keeping all your data securely stored within Salesforce.
- Say goodbye to lengthy renewal processes that can take days to complete or have restrictions on the number of renewals you can handle at once.
- Implementing Element AMS has No impact on PII or PCI certifications.
Features that Make Salesforce
Relevant to Associations
Membership
- Rosters
- Manage Company-sponsored memberships, membership groups, and membership tiers
- Renewals
- Configurable system-generated renewal alerts
- Compatible with various email Marketing solutions, allowing you to manage sophisticated drip notifications and reminders
- The automated renewal process takes hours, not days, without limitations
Event Management
- Staff can manage events from one place, keeping data clean and accessible
- Register members for webinars and simple Events, and soon for conferences and workshops
- Track attendees, speakers, and sessions
- Manage exhibitors and advertisers for sponsorships (In Development)
- Export registrant data for badges and reporting
Credentialing
- Core credentialing functionality
- Candidate profiles & history (applications, renewals, credentials, CE credits)
- Application intake & eligibility rules (automated validation, document uploads)
- Certification lifecycle management (issuance, renewals, suspensions, revocations)
- Digital credentials and certificates (PDF)
- Integrated CEU Management
CE tracking, activity approval workflows, transcripts, and lookup
Integration with Event, LMS, and third‑party course providers
- Workflow & automation
- Rules engine for dynamic eligibility, pricing, and prerequisite checks (future)
- Automated notifications, renewal reminders, escalations
- Customizable workflows and approval routing (committees, subject-matter reviewers)
- Member & stakeholder experience
- Applicant/credentialee portal (self-service applications, status tracking)
Customizable communications and preference centers
Order Processing
- All of the functionality your business needs for order processing in one solution
- Reporting made easy. Reduce multiple reports into one holistic report
- See a 360 view of everything on your invoices, payments, refunds, credits, journal entries, etc.
- Invoicing, one-click payments, and refunds
- Integrated sub‑ledger
- Split revenue and revenue share rules
Financial reports, audit trails, GL export
Member Portal
- See invoices, manage renewals, and manage auto-renewal preferences
- Enables company admins to manage rosters and their memberships
- Portals use SSO for ease of access by admins and users
- Flexibility to customize the look and feel of portals for admins and users
Committees
- Committee structure & membership
- Committee records (name, purpose, term length, status)
- Member assignments & roles (chair, co-chair, members, alternates)
- Term tracking, rotation schedules, renewal/removal workflows
- Multi‑committee membership and role history/audit trail
- Permissions & access
- Role‑based access controls for committee members vs. staff
- Committee‑specific admin portals or views
- Granular permissions for viewing/editing documents, member lists, minutes
- Meetings & scheduling
Meeting creation, agenda builder, RSVP/attendance tracking, check‑in
Recurring meetings, calendar integration (ICS/Google/Outlook), timezone support
Automated reminders, follow‑up task generation, and meeting minutes capture
Chapters
- Membership
- Member records & profile fields (custom attributes, relationships)
- Chapter/affiliation hierarchy (parent/child orgs, chapter roles & permissions)
- Member transfers
- Membership types, renewals, prorations, grace periods
- Membership and Admin roles
- Chapter portal
- Transfer members
- Vise rosters (current & Historical)
- Download/export/upload chapter members
- Rosters (directory)
- Historical member tracking, roles, and membership tenure (time they have been a member)
- Billing & Finance
- Dues
- Integrated sub‑ledger / chapter revenue splitting and revenue share rules
- Events & meetings
- Chapter event creation, registration, ticketing, and check‑in
Awards (Future)
- Award setup & configuration
- Award records (name, description, categories, eligibility rules)
- Customizable nomination & submission forms (file uploads, references, statements)
- Multiple award cycles, deadlines, and rolling vs. fixed timelines
- Eligibility checks and automated disqualification rules
- Workflow & automation
- Multi-stage review workflows (committee assignment, blind review, scoring)
- Automated notifications and reminders for nominators, reviewers, and admins
- Escalation rules, approval routing, and status tracking (submitted, in review, shortlisted, awarded)
Dynamic Pricing
- Observe pricing based on any attribute related to the invoice, such as company, individual, or anything related to pricing
- Pricing based on segmentation
- Dynamic discounting with financial recording of journal entries
Accounting
- Keep all your data managed and secure within Salesforce
- A robust solution in comparison to competitor products
- Eliminate spreadsheets and instead rely on powerful reporting and dashboards to get valuable data for the business
- Ensure your customers are being properly serviced and achieve peace of mind by reconciling within the database
- Easily track accounting refunds and charges to ensure the database has the correct financial information
- Audit and control what happens in the database down to the user level
- Ensures your accounting and database relationship is symbiotic, benefitting your stakeholders and members
- Revenue recognition and deferred revenue for all product types
- Multi-organization sub-ledgers with due-to/due-from
- Full credit memo lifecycle
What’s Next on our Roadmap?
Element AMS for Professional Associations
Evaluate, inquire, and explore more resources.
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