Podcast

Improve Member Experience with Smart Data Management

About This Episode
Let's talk about how smart data management strategy can help your association to keep your data clean and organized so you can use your data for successful reporting, marketing and communication with your members. Strategic data collection can help your association to stay organized and on a growth trajectory.

About Our Guest
In this podcast episode we are joined by Wes Trochlil, Author and Top Data Management Consultant. Wes has worked in and with dozens of associations and membership organizations throughout the United States and has provided a range of consulting services, from general consulting on data management issues to full-scale, association-wide selection and implementation of association management systems.

Get a copy of the 6 Data Management Best Practices for Associations Chart. This chart is based on the recommendations Wes shared in the podcast and will help your association focus in on what data management processes to focus on and improve upon.

Full List of Questions We Asked Wes
Can you start by telling us about yourself and what you do?

Why is it so important for an association to have a strategy for their data management before they put anything in place? Why is strategy so important?

What are common mistakes that you often see associations make with their data management?

Do you prefer that people build out their member database in stages and not try to do everything at once, and plan for an initial role out with the most important thing with a plan for what will come after?

You mentioned that the CRM or member database should align with the association's objectives. We need to know the mission. What are some of the things we can do to make sure the CRM plan or database align with the association's goals?

Do you see that the data that is collected and tracking with the member data management system should inform our marketing and sales efforts and beyond?

Do you have any thoughts on how we should approach the audience segmentation?

If an association doesn't have the data they want, what do they do then?

Now during pandemic times, a lot of organizations are trying to up their digital game, they are transforming their overall systems and go online more and more. If an association is looking to reimplement their data management system or CRM, where should they begin?

Can you tell us a bit more from the types of reports you would want to see from their data management system?

Tell us more about how you do engagement tracking?

You mentioned that at one level we have to start by looking at what the technology will give us, how much of an engagement report and how much we can do ourselves. If we have the freedom to choose a CRM tool or member management tool right now, what are some of the things we should consider?

Do you have any last words for associations?

When you give the example of a board member's information not being accurate on the website or in the system, may be there is no way for the board member to update the information independently or no one thought to update it, how would you solve that problem because we see this all the time.

Audience Questions
What is the number one expectation you find these days that has to be managed?

Sometimes we see that just because an association has been doing something for a long time, doesn't mean it's the right way. Sometimes they have to fix their process rather than the tool?

Closing Questions
Can you share a personal habit that has contributed to your success?

Can you share a digital tool or strategy that makes you successful in your work?

Where can people reach you if they want to get in touch with you?

Want to learn more about how to engage your members?
Register for an upcoming webinar or live podcast!