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.

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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

Nonprofit

Streamlining operations to better serve families

Ronald McDonald House of the Triangle (RMHC Triangle) is a new chapter that combines Durham and Chapel Hill, North Carolina. RMHC Triangle is building a foundation for sustained growth in the future. In 2023, both chapters merged, doubling to become the 8th largest Ronald McDonald House organization in the United States. They offer a comforting home away from home and a community of support for seriously ill children and their families, built with love. The recent merger between chapters emphasized the need to streamline and unify procedures and the tools used to serve the community, which prompted migrating from Exceed Premier and Raiser’s Edge to Salesforce Nonprofit Success Pack (NPSP). The new organization would need a rock-solid foundation to support future program growth.
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Nonprofit

Creating a safe place for members to heal and support one another

Alliance for Safety and Justice is building a future in which all communities are “Just Safe.” It is a multi-state advocacy organization that combines smart policy reform with organizing and representing survivors, people with old records, and the organizations that serve them. ASJ contracted with Fíonta to build an Experience Cloud portal catering to two of its core programs: Crime Survivors for Safety (CSSJ) and TimeDone. These initiatives offer assistance and community to both crime survivors and people with old records. The primary objective was to establish a secure, authenticated online platform, enabling program members to interact, support one another, and engage with program services to influence local, state, and national policies. Visit website
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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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What our clients are saying

Fionta helped us execute a complex migration and transformation of messy legacy data and processes into the Nonprofit Success Pack (NPSP) and Outbound Funds Module (OFM). We couldn’t be happier with the result! Atlas Network
Implementing Salesforce and Marketing Cloud Account Engagement (formerly Pardot) was a game-changer. Customers can now place initial orders and renew easily online, and automated reminders have increased our renewal rates while allowing staff to focus on higher-value tasks. Mobile Beacon
Morningside Center for Teaching Social Responsibility
The redesign and rebuild of Morningside’s website makes it easy for teachers and other users to find our Teachable Moments, facilitating Social and Emotional Learning (SEL) and the use of Restorative Practices (RP) with students. Morningside Center For Teaching Social Responsibility
Fíonta was able to design sophisticated solutions so my team could maintain and update them going forward. As a smaller nonprofit, it’s essential that the solution not only meets our needs now but is built to grow with us. BAYCAT
We were completely unfamiliar with Salesforce and how we could fully utilize it. The team was instrumental in keeping the project on track by providing a full scope of work, making suggestions, timely budget updates, addressing any questions, and providing solutions to issues or training when necessary. AIDS Vaccine Advocacy Coalition
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