You may like: The Ultimate Buyer’s Guide for Small Staff Associations
The best way to start is to identify the major pain points in your day-to-day operations, and formulate questions addressing those challenges for each provider to answer. Every provider will want to sell to its strengths, so have your questions ready so you don’t get lost in a features list. Remember, their solution should be focused on helping you solve your problems.
Check out this toolkit: What to ask vendors and what to keep in mind when shopping for new membership software
For more tips, check out this webinar: Board Approval for Small Staff Associations
Make sure you understand how each provider charges for their solution. Ask about things like transaction fees. How many admin seats do you receive, do they charge for email sends, how about charging for customer support?
Once you’ve been given the “keys” to your solution you don’t want to find yourself abandoned the first time you need help. Ask each solution provider about its support and training programs. Make sure you completely understand what you are entitled to “after the sale.”
Tech tip: YourMembership offers unlimited access to our team of experts. Learn more about YourMembership’s support here.
About YourMembership: Here’s what clients had to say about YourMembership’s AMS
Technology changes daily. Getting the right solution today is exciting. Finding out later you have to pay for future enhancements or upgrades, not so much.
About YourMembership: View the ultimate member software pricing guide for small staff associations.
An important question to ask is who will be hosting your software. A SaaS solution is hosted by the provider, thus reducing the overall cost of ownership. This eliminates the need to spend money on servers and other IT infrastructure. It also means that new updates and enhancements are done immediately and without additional costs to you. If you have to host the system yourself, you will need technical staff on hand.
Implementation time can be key to your decision. The time to get your system up and running varies from provider to provider. If you are tying your move to an event, make sure you fully understand the time and effort it takes to make your deadline. Setting expectations up front helps you avoid unnecessary headaches during the process.