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California Society of CPAs Hires Aptaria to Build Member Management System on Salesforce

posted on February 20th, 2019by Jenn Dwyer

We are proud to announce that the California Society of CPAs (CalCPA) signed Aptaria for a long-term project. Our team will implement a Salesforce Member management system to replace CalCPA’s existing netFORUM setup.

As Aptaria CEO Andrew Lawlor says, “We’re honored to welcome CalCPA as a client for this multi-year partnership. Aptaria will deliver a state-of-the-art member management system that will transform CalCPA into a technology-driven organization. We are leveraging Salesforce’s powerful Pardot marketing automation and the flexible B2B Commerce module to give CalCPA members a modern shopping cart experience.”

Once complete, Aptaria’s system will make it easier for CalCPA to oversee all facets of its operations and 14 regional chapters, including:

  • Memberships
  • Committees
  • Events
  • Courses
  • CPE credits

We will set up Pardot marketing automation to keep CalCPA’s target audience engaged and aware of educational opportunities.

Our team will also implement Salesforce’s B2B Commerce module to deliver an Amazon.com-like browsing and transaction experience for CalCPA members. A recent addition to Salesforce’s family of products, B2B Commerce will help CPAs expand their knowledge and maintain their accounting certifications.

We are excited to share more updates on our collaboration with CalCPA in the coming months.

Looking for a Salesforce partner that specializes in associations and member management? Interested in what Pardot or B2B Commerce could do for you? Contact us today.

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After more than 8 years of working with Salesforce, Jenn can adapt the platform to a wide variety of contexts. She has tackled projects in both the for-profit and nonprofit sectors and across multiple industries, including software, finance, oil and gas, and real estate. Jenn has earned several Salesforce certifications: Sales Cloud Consultant, Developer, Administrator, and Advanced Administrator.

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