Association software assessment

Is your association looking into membership management solutions for the first time? Are you on an outdated legacy system like Netforum, Personify, or iMIS? Are you experiencing the effects of 15 years of technical workarounds?

You’re at an AMS/CRM crossroads

Our association team has helped dozens of clients in your situation through our Salesforce technical assessments. We’ll work hand in hand with you to understand your high-level needs and recommend the best Salesforce approach for you, now and in the future.

  • The choice

    Choosing between the Fíonta Association Accelerator, Salesforce custom stack, or an AMS package approach to membership management can be daunting. Whether starting from scratch or moving on from a legacy system, your association needs a sound basis for making this strategically important investment.

     

    Salesforce custom stack

     A combination of third-party applications and custom development

     

    Fíonta Association Accelerator 

    Our standardized accelerator solution and configuration-first approach

     

    Packaged AMS solution

    Nimble or Fonteva implementation, including plug-and-play membership solutions.  

  • Assessment offering

    Our expert team will conduct a deep-dive discovery lasting five to six weeks, during which we will get to know your organization, legacy platform, and vision for your association membership growth and business practices.

    You’ll work with a project manager, business analyst, senior consultant, and data architect with years of experience supporting associations.

    Upon conclusion, we provide a clear, actionable recommendation and the information you need to pursue the suitable approach for your organization.

  • Our process

    Throughout our engagement, we’ll work with staff from across your organization to review the following:

    • legacy platform 
    • tolerance for change in processes
    • complexity of finance and accounting needs
    • organizational roadmap and vision
    • requirements for ongoing support
    • plans for integrating the AMS with other systems
    • overall project budget

     

    With this information in hand, we’ll provide you with a high-level assessment of your organizational temperament and a review of the complexity of your membership processes and stage of technical development. 

    Our experts will confidently recommend whether a customized Salesforce stack, the Fíonta Association Accelerator, or a managed AMS package solution is the most practical step forward. Additionally, we provide a cost estimate and project plan.

    The final deliverable will include an executive summary deck and presentation of all findings and recommendations, giving your internal decision-makers the insights they need to move forward.

  • Benefits

    You can confidently select your Salesforce platform approach, knowing it will meet your short- and long-term needs. At the same time, you’ll reduce the risk of making a costly, premature decision.

Recent projects

Nonprofit

Creating a modern online presence

For over 80 years, the Tax Foundation’s mission has been to improve lives through tax policies that lead to greater economic growth and opportunity. The Tax Foundation engaged Fíonta to design and rebuild its website to enhance user experience, streamline content management, and create a modern, cohesive, and assertive online presence.
View project
Association

Revamping website and increasing stakeholder engagement

Established in 1902, the American Anthropological Association (AAA) is the world’s foremost scholarly and professional organization dedicated to advancing anthropological knowledge and its application to global challenges. Seeking to expand the reach and impact of their programs, benefits, and resources, AAA partnered with Fíonta for a comprehensive website redesign initiative.
View project
Nonprofit

Migrating multiple systems to unify supporter data

The Norman Rockwell Museum (NRM), located in Stockbridge, MA, is dedicated to the art of Norman Rockwell and boasts the world’s most extensive collection of original Rockwell art. NRM was challenged by multiple outdated systems that needed streamlining. The project’s foundation involved integrating Salesforce Nonprofit Success Pack (NPSP) with ACME ticketing system to create a unified view of customers, members, and donors. Fíonta’s ongoing work with NRM involves implementing and customizing Experience Cloud, allowing museum members and donors to manage their gifts and memberships conveniently. In the next phase of our collaboration, Fíonta will help NRM develop solutions for managing events, e-commerce, point of sale, and financial operations.
View project
View all projects

What our clients are saying

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
Experience Cloud allows NBPTS to better engage with and serve its members. Our staff gains insight into member needs and activity, and Fíonta’s training has empowered our team to manage and enhance online engagement in-house. National Board for Professional Teaching Standards
TMCF has seen explosive growth over the past two years. It has been critical to manage our data effectively. Fíonta has helped us streamline our process to better manage our relationships, track opportunities, and share information with donors and internal staff. Thurgood Marshall College Fund
We've been blown away by the quality of Fíonta's work product as well as the communication from the design and development teams throughout. All of our feedback and desires were taken into account from the start of the project and the Fíonta team did a great job synthesizing everything into a website that more than delivers on our initial vision. The Tax Foundation
Bread for the City logo
Fíonta clearly has a recipe for success on deploying Classy for Salesforce integration. They were thorough and communicative. Bread for the City
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. ACDA