Case Study: American Psychiatric Association streamlines member communications and service tracking with Aptaria and Salesforce

American Psychiatric Association saves time with Aptaria’s Salesforce integration and 20+ preference options

The American Psychiatric Association (APA) faced disjointed systems after migrating to the Salesforce-based MemberNation platform. Their marketing team struggled with manual email list creation and metric reporting from an unconnected database, while their service team lacked an integrated system to track member calls and emails. The association hired Aptaria, a Salesforce consulting partner, to address these challenges.

Aptaria implemented two integrated Salesforce solutions. For marketing, they set up and customized Salesforce Marketing Cloud, creating a robust preference center that feeds data into the central database. For service, they built a Service Cloud system with call logging and email queue management. The results included significant time savings for staff, greater autonomy over campaigns and cases, a better member experience through flexible communication preferences, and improved organizational insights into member needs.

American Psychiatric Association