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A Definitive Guide to Choosing a New AMS/CRM for Your Association

Associations January 9, 2019

What Should You Budget for a New AMS?

Associations April 3, 2019

Cobalt's Picks

The Power of Reverse Demos in the AMS Shopping Process

Vendor Selection July 10, 2019

Is Your AMS Really a CRM?

Associations February 26, 2019

Must-Ask Questions Before Migrating to Dynamics 365 Online

Cobalt Blog April 2, 2021

Microsoft Dynamics 365 Online: 7 Reasons to Migrate This Year

There are probably some good reasons your organization has put off upgrading your on-premises Microsoft Dynamics...

Cobalt Blog March 31, 2021

The Importance of Surveying Members on an On-Going Basis

Keeping a pulse on your membership has always been a challenge, and COVID hasn’t done us any favors. If anything,...

Cobalt Blog March 23, 2021

A Major Breakthrough for Modern Accreditation Management Systems

If your accreditation organization has been around for a while then you will probably remember some of the challenges...

Cobalt Blog March 8, 2021

Power BI vs. Dynamics 365 Dashboards: Microsoft Reporting Showdown

What is Power BI? Power BI is the data analytics arm of the Power Platform—Microsoft’s solution for creating low...

Cobalt Blog February 26, 2021

Member Engagement Scoring & Power BI

The BI stands for business intelligence. Power BI enables business users to easily create dashboards that make sense of...

Cobalt Blog February 22, 2021

Keeping Up with CRM Technology: Put Power in Employee Hands

When your organization makes an investment in technology and software such as a new CRM or association management...

Cobalt Blog February 15, 2021

Does Your Team Understand the Ideal CRM Lifecycle?

There’s a simple, memorable, and infinitely useful model that will help any certification organization or association...

Cobalt Blog February 15, 2021

Creating a Custom, Portal Facing Application Process Without Development

Many out-of-the-box association management software (AMS) solutions only cover the basics of membership management. If...

Cobalt Blog February 2, 2021

Querying and Matching Records Using Power Automate

Cobalt’s association management software (AMS) is built on top of Microsoft Dynamics, which means our customers not...

Cobalt Blog February 2, 2021

How Well Does Your Team Know Dynamics 365 and Power Platform?

Even your heaviest Dynamics 365 or Power Platform users haven’t seen the limits of what your AMS or CRM software and...

Cobalt Blog January 20, 2021

Get More from Your Certification Management System This Year

When you think about all the changes in the certification industry over the last 10 years, do you think any of it...

Cobalt Blog December 31, 2020

Configuring Certification Application Forms Using Cobalt’s Form Designer

Our recent webinar, Easy Ways to Streamline Your Certification Process, focused on different ways Cobalt’s...

Cobalt Blog December 21, 2020
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