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SOLVE IT STORIES SOLVE IT STORIES THE SUCCESSFUL OUTCOME Using Nimble AMS Prediction Builder – which leverages the AI technology Salesforce Einstein – MCA&F implemented an innovative solution that automatically identifies members at high risk of lapsing and presents staff with suggested actions to take to prevent nonrenewal. Member records now have a clear visual risk indicator accompanied by guided notes for staff to reference. MCA&F can now spend time reaching out to members who fall into the high-risk categories and easily identify why they have a low engagement score from their account. It can then take action to educate its members on how to see more value in their membership. THIS HAS RESULTED IN ... · Retention of 25% of members at high risk of lapsing. · Reduction in the amount of time membership and IT staff spend analyzing member accounts. · A 50% reduction in dues processing time and reporting time. With the implementation of Nimble AMS, MCA&F has moved from a difficult-to-use, inflexible AMS with an inability to engage members online to a continuously upgraded, easy-to-use AMS that allows it to effectively address member retention. CONSIDERATIONS FOR ASSOCIATIONS LOOKING TO LEVERAGE AI TO HELP WITH MEMBER RETENTION · Associations are sometimes afraid that AI will be cost and effort intensive, and this can be a huge mental barrier. AI is ready today, which means there is an immediate return on investment. · AI is an ongoing process to implement. With Prediction Builder licenses, associations have room to grow and do more predictions to proactively gain insight into common questions and challenges. · Start simple, then grow, refine, and adapt. It is better to get started with AI and get momentum going than wait for the perfect situation. Learn more about this solution for predicting and creating intelligent, personalized experiences for your members in less time with Nimble AMS by Community Brands, built on Salesforce.

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