We are a mission-driven Salesforce partner committed to serving nonprofits, foundations, and associations.

Our consultant asked the right questions to ensure we were always tackling and prioritizing a critical problem, and often gave us options and a heads-up regarding potential project overruns and unexpected areas when there wasn’t enough information to forecast issues more precisely. We LOVE working with them and plan on engaging them further.

This is the second project we’ve had the pleasure of partnering with Fíonta.

The most recent was for our migration to Salesforce Nonprofit Cloud from NPSP, and the experience exceeded our expectations. From the outset, Fíonta dedicated time to thoroughly understand our business processes, not only ensuring that Salesforce supported our existing workflows but also identifying areas for improvement and guiding us through necessary changes.

Fíonta’s Managed Services (Accent) team has been a very helpful resource for our small association. Our ongoing arrangement with Accent has allowed us to establish a productive cadence to address small configuration changes with their support. While having continuous conversations to make sure we’re keeping an eye on long-term needs, the flexibility to engage with the broader Fíonta team when we need support to complete more resource-intensive projects.

Sophisticated marketing tools are only valuable when they’re leveraged in smart, strategic ways. Fíonta’s deep product knowledge and great client service were exactly what we needed to ensure a smooth transition from Marketo to MCAE (Pardot).

Marketing Cloud Account Engagement (formerly Pardot) has been really helpful in terms of the automated emails, engagement paths, and one-on-one emails we could set up for routine requests.

The Center on Budget and Policy Priorities’ upgraded site now offers improved functionality and accessibility on a robust, secure hosting platform, and will be easily upgraded to Drupal 9 when the time comes.