Is your association stuck “doing the best we can” in key areas because your association management software (AMS) is outdated and doesn’t perform? It’s hard to calculate the real cost of those headaches for your staff or disappointed member expectations.

Of course, these are just some of the most common reasons associations know they need a new association management solution. Cobalt has heard every variation on every core problem and need you might have today because we’ve been focused on the association space since 1996.

Explore Cobalt’s refined management software solutions and services. Let’s get your team and members the AMS experience they need to thrive.

We see Cobalt as one of our strongest partners. This was especially important during the pandemic. We had to quickly reconfigure various elements of our system and even think through some core operational changes. Cobalt’s solution is user-friendly and extremely adaptable, which made it simple to adapt to the new needs of our members. And our support team at Cobalt served as strategic partners through it all – a true extension of our staff.
Charles Redding, CIO – The Institute of Internal Auditors

Association Customers

Changing Your AMS Doesn’t Need to Be Painful or Overwhelming


There are many reasons that associations recognize it’s time to consider an AMS change. Most often, it is because of some deep frustration with your current system or AMS partner. So, you start the process of looking for a new system and partner. At this point, you quickly realize that the most daunting challenge for an association is often the internal cost of change for your team.

Change is invariably hard, especially when your team has been clinging to hard-won work-arounds for a system that hasn’t been meeting your true needs. We know exactly how it can seem easier to live with a painful, broken system than to rally the team to start fresh. Some of your staff may not want to overhaul the tedious workflows and processes they’ve learned to live with over the years.

But this is another area where Cobalt’s deep, broad association experience will truly make your next AMS adoption different than any of your previous migrations or implementations. Think of us as a compassionate, confident team of change management experts for associations — as well as AMS technology and system aficionados.

Read about the National Association of REALTORS® experience and success with the Cobalt team.

Cobalt Engagement Dynamics Modules

Explore the power of Microsoft Dynamics 365 and Cobalt Engagement Dynamics modules designed to meet your team’s processes and customers’ priorities. Each of these tailored solutions feature out-of-the-box functionality and integrations that will make the transition for your team and customers a smooth and welcome change.

Feature 1

Membership

Streamline the application and renewal processes for any number and combination of member types and subtypes. Manage committees, chapters, and all your membership data in one place.

Feature 2

Events

Manage reception events, educational classes and webinars, massive trade shows, and meetings of all sizes with customizable registration forms, variable pricing, waitlist management, and much more.

Feature 3

Engagement

Monitor critical metrics like total customer spend or engagement scores in an easy-to-consume format. Combine engagement scores with other data to get a 360-degree view of customer engagement.

Feature 1

eCommerce & Accounting

Secure technology to enable credit card processing on the Dynamics 365 platform, including the ability to manage tax, shipping, and the necessary functions to push data to your financial management software.

Feature 2

Subscriptions

Manage print, email, and web-based subscriptions for newsletters, blogs, and magazines in one powerful module built to handle fees, marketing campaigns with your subscriber list, and other subscription functions.

Feature 3

Certification

Cobalt’s certification module is the most flexible and sophisticated on the market. Define complex initial application and recertification requirements, automate the integration with your testing vendor, and deliver digital badges to your certificants.

Brass Tacks: Cobalt’s Experience and the Value for Your Association

Portals Icon - Web Design

Portals & Web Elements

Create and quickly deploy interactive forms and other elements anywhere on your website.
Manage customer or member access to content based on customized roles and permissions.
Allow your customers to create and manage online profiles.

Cobalt’s Experience and the Value for Your Association 

Here’s a summary of what you can expect from our team:

  • A solid solution built on Microsoft’s world-class cloud platform
  • An agile process that delivers the best solutions for your unique challenges
  • A transparent design and implementation process
  • The experience to identify and abate any risks early in the process
  • Support that continues after implementation

Let Cobalt Lead Your Team to a Radically Better AMS Solution

Whatever the challenges and pain points for your staff and members, we can outline your best options to move forward and get the association management software you need today.

When you schedule a product showcase with our team, we will quickly outline the AMS packages and configurations that will streamline the migration or implementation process with minimal pain or downtime.

We will also be ready to listen. If you need a customized solution for your association, that’s a core area of expertise we are ready to provide.

Our product showcases are also a great space to cover initial questions about our pricing model and walk your team through some concrete, compelling ways you can put any of our association modules to work. You’ll never exhaust the list of possibilities we’ve created for organizations and members like yours.

When you add Cobalt as a trusted partner and association management vendor, we will make your entire association sronger.