The National Apartment Association (NAA) needed a custom solution that would easily allow affiliates to share their member data from Novi with NAA’s Salesforce/Nimble CRM. Critical to the process was a complex custom software solution that allowed NAA to view and manage incoming member records.
A single sign-on online portal was developed to allow NAA administrators to view or edit all the incoming member records and based on several specific criteria (and/or matching logic), the records would be automatically or manually approved to write to the NAA CRM.
To make the process as user friendly as possible for affiliates, a member portal was developed and provided with options to connect their Novi AMS to NAA’s system. If a member was not using Novi, the portal could be used to manually upload and manage their member data via templated Excel spreadsheets.