How YMCAs & JCCs can simplify data management with the Amilia and Salesforce integration

Why Data Management Is a Challenge for YMCAs and JCCs

Membership, donor records, and program participation often live in separate systems. That makes it difficult to:

• Track the full member and donor journey
• Personalize communication
• Reduce staff workload
• Make mission-driven decisions with confidence 

How Amilia and Salesforce Work Together for Nonprofits

Integrating Amilia SmartRec with Salesforce gives you a 360° view of every member and donor. Instead of juggling disconnected spreadsheets, your team can:

• Connect program registrations, memberships, and donations in one place
• See how families and individuals engage across departments
• Identify when donors are also members (or potential members)
• Use data to strengthen both fundraising and community impact 

What Can YMCAs and JCCs Learn from JCC Denver?

In a recent webinar, JCC Denver shared how they connected Amilia with Salesforce to reimagine their member and donor lifecycle. 

Lessons from JCC Denver’s Integration Journey

The JCC Denver team shared:

• The challenges: messy data, duplicate records, and missed touchpoints
• The process: rolling out Salesforce integration in phases to avoid overwhelm
• The results: clearer reporting, stronger donor insights, and more engaged members 

How Amilia + Salesforce Helps Different Teams

Integration doesn’t just benefit leadership—it streamlines daily work for staff:

• Program managers – less manual setup and easier tracking of class participation
• Development teams – stronger donor insights with wealth screening and relationship tracking
• Front desk staff – user-friendly tools without needing full Salesforce licenses
• Executives – data-driven reporting to support growth and strategy 

Do YMCAs and JCCs Need a Large IT Team?

No. Many Ys and Js worry that they need a full IT department to manage Salesforce. JCC Denver shows it can be done with:

• A small IT team plus Amilia’s user-friendly setup
• A fractional Salesforce administrator shared with another JCC
• Staff training so program managers and front-line staff can handle day-to-day tasks 

Expert Advice: How to Prepare for Integration (From OpenTent)

The webinar also featured Sam Adiv, Founder & CEO of OpenTent. His advice:

• Start with a clear “why” – define business outcomes before diving in.
• Build staff buy-in – engage “super users” first, then share early wins to win over skeptics.
• Think beyond one-time projects – treat software as an ongoing investment, not just a capital expense.
• Focus on mission impact – integration is only valuable if it strengthens community connection. 

Why This Matters for YMCAs and JCCs

Every registration, donation, and email interaction is a chance to strengthen community. Without integration, organizations risk:

• Missed opportunities with members and donors
• Staff frustration from manual, repetitive work
• Limited insights into engagement patterns

With Amilia + Salesforce, your organization can spend less time managing data and more time advancing your mission.