Fundraising Accelerator with Classy

With this quick and easy implementation service, you’ll receive a tailored setup, expert guidance, and even shadowing sessions from a top-level expert who knows Salesforce and Classy better than anyone.

Download Accelerator PDF

Selecting Classy

Classy logo

You’ve made a superb decision to use Classy to connect with your donors and grow your impact. And, like most people who are starting out with Classy, you probably want to ensure that your fundraising platform is connected to your CRM.

  • In scope

    • Configured production environment

    • Field mapping documentation

    • Installation of Classy-Salesforce integration package

    • Sync Classy data to standard Salesforce objects and Classy custom objects (Designations, Custom Answers, Supporters)

    • Set up Salesforce matching rules to improve data hygiene and accelerate data transfer using parallel processing.

    • Set up Classy for Salesforce Control Panel: customize integration, sync historical data, and configure settings.

    • Guided admin walkthough

  • Out of scope

    Process automation

    Approvals, Flows

     

    Custom code

    Apex Triggers, Apex Code, custom components, etc.

  • Prerequisites

    Customer to provide courtesy/temporary login access to Classy and Salesforce and allocate six hours of meeting time with Salesforce resources within predefined duration of one week.

Recent projects

Association

Securing member data and access online

The American Conference of Governmental Industrial Hygienists (ACGIH) is respected for its dedication to industrial hygiene and occupational and environmental health and safety communities. This membership-based organization founded in the New Deal era has stayed relevant to its growing membership by providing robust benefits, many of which are now accessible through its digital properties. These include a WordPress website fully integrated with Fonteva, an Association Management Solution (AMS) built on Salesforce. Under our guidance, the website was migrated to a new hosting solution, Pantheon, without disrupting member services or access. Visit website
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Nonprofit

Enhancing the quality of life for millions, one donation at a time

The Amputee Coalition (AC) is the nation’s leading organization on limb loss. AC is dedicated to enhancing the quality of life for amputees and their families, improving patient care, and preventing limb loss. With the generous support of the public, they are helping amputees live well with limb loss, raising awareness about limb loss prevention, and ensuring amputees have a voice in matters affecting their ability to live full, thriving lives. AC engaged Fíonta to upgrade their 12-year-old Salesforce instance, which no longer served their needs efficiently. Visit website
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Foundation

Streamlining grantmaking processes

The International Sustainable Energy Foundation (ISEF) promotes an environmentally sustainable and climate-friendly world by supporting actions that contribute to the preservation of the environment. Its work includes creating access for development, adaptation, air quality, climate finance, cities and urban planning, decarbonization, equitable transition, land use, low-carbon development, resilience, smart agriculture, sustainable energy policies, water, and more, all within a sustainable development paradigm. ISEF came to Fíonta looking for a system to manage their grantmaking and a desire to connect traditional grantmaking endeavors back to the source funds tracked through donations and grants, robust reporting, an online grant portal, and automatic generation of award letters.
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What our clients are saying

Fíonta gets it! Our organization had been frustratingly overwhelmed with Salesforce and displeased with our initial partner and implementation. With Fíonta, we were able to realign our Salesforce implementation with our real work business needs as a multi-layered nonprofit. Fíonta has been in the trenches and understands the needs of foundations and nonprofits. Homeboy Industries
We hired Fíonta to overhaul our Salesforce after a botched transition from Raiser's Edge. Right from the get-go, the Fíonta team has taken time to understand our needs and respond accordingly. They are very quick to get back to us, and always let us guide the conversation and set priorities while still using their expertise to keep us on track. Free the Slaves
Bread for the City logo
Fíonta clearly has a recipe for success for Raiser's Edge to Salesforce migrations. I consider us lucky to have had their solid team and rich expertise leading us through the daunting and ambitious project. It was a lot of work, but we came out with better tools and more ownership of our data. Bread for the City
Like Mobile Pathways, Fionta believes in the power of technology to change lives. Their nimble Salesforce experts built Hola Asistente alongside our team, which uses Salesforce and Twilio texting to help marginalized immigrants access justice on their phones. Nothing is more inspirational than working alongside expert partners who are dedicated to making a difference in the lives of so many people. Mobile Pathways
They always responded quickly, and made the changes we requested way faster than I expected. They were smart and offered insights into Salesforce configuration and use based on our needs. Certified Financial Planner Board of Standards
The tools Fíonta has at its disposal make the conversion process a breeze. I have been through this process a few times in my career, and this is, without a doubt, the easiest and most efficient conversion I have ever experienced. I highly recommend that all member-based nonprofits give Fíonta serious consideration for their needs. American Conference of Governmental Industrial Hygienists