Anyone else feel like their member data is scattered across way too many places?
Read something that hit close to home: a member says she never got her renewal reminder, the CRM has the wrong date, finance has the right one in a spreadsheet nobody synced back, and her event attendance lives in a totally different tool. Classic "we have the data, just not the picture" situation.
What stuck with me was the difference between member
data and member intelligence. Knowing someone hasn't logged in for 90 days is data. Realizing that means they need an actual call instead of another automated email, that's the useful part.
Also liked the checklist for actually assessing how fragmented your data is, rather than just assuming it's fine. Sharing here in case it's useful for anyone doing membership ops on Salesforce:
https://bit.ly/4vXvDfq
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