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

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.
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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.
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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.
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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
The Fíonta team was knowledgeable, friendly, easy to work with and delivered a well-managed project on-time and on-budget. Optica
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
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. Center on Budget and Policy Priorities
What a pleasure it was working with Fíonta on the design portions of the project. It felt like there was a nice, steady cadence to the rounds of revision and the communication. The willingness for your design team to hear us out and make adjustments on the fly really got us to a good place quickly. Enterprise Community Partners
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. Innovations for Poverty Action