"Since launching the AMS in 2009, we have experienced tremendous adoption among REALTOR® associations. The flexibility of the Dynamics 365 platform allows us to quickly grow and adapt to the changing needs of our subscribers, and Cobalt’s additions to their own AMS layer provide additional benefits. We could not have achieved the success we enjoy without the power of the underlying platform and the dedication and expertise of the Cobalt team."
Products
Key Features
Membership portal
New integrated website
Built-in online community
Maximize Their CRM Potential
with a gorgeous, powerful member portal.
Efficiency Generates Value
by automating the dues generation process.
Flexible Communication with Their Members
changed their workflow and end user satisfaction.
Challenge & Solution
Developing an association management software (AMS) with a nuanced integration to the national member database and credit card processing system was something nobody had been able to achieve ten years ago. That hypothetical AMS would also need to be flexible enough to handle the myriad business rules of over 1,100 state and local associations.
Since each of those associations had their own processes for things like collecting dues and other information or delivering education, it was too complex and expensive a prospect to develop unique vendor systems for every association. It was a perfect storm of many, many competing and specific requirements, the need for a complicated integration with an older system that housed all their data, and unparalleled flexibility to accommodate new users.
Results
NAR’s ongoing commitment to understanding their end users’ needs is the most important ingredient in the recipe for this success story. They relentlessly press the executives at the 1,100 associations they serve to understand what those teams and members need to do their work every day.
What do the individual members they serve expect and need? Those kinds of questions drove the innovation of an AMS that has been adopted by more REALTOR® associations than anything else on the market. With more than seven years of refinement and ongoing development, Cobalt built the AMS to be powered by Dynamics 365, and, so far, has created custom implementations for more than 160 of NAR’s key associations.
About Momentive Software
Momentive Software amplifies the impact of over 30,000 purpose-driven organizations in over 30 countries. Mission–driven organizations and associations rely on the company’s cloud-based software and services to solve their most critical challenges: engage the people they serve, simplify operations, and grow revenue.
Built with reliability at the core and strategically focused on events, careers, fundraising, financials, and operations, our solutions suite is bound by a common purpose to serve the organizations that make our communities a better place to live.