Laborious certification and accreditation processes

Every association has a unique credentialing program.

What many have in common are time-consuming credentialing processes for members and staff.

Members must navigate pages of forms and document uploads, sometimes logging in and out on different platforms. On the backend, staff must pull information from other systems and figure out what must go where to get their job done.

Fíonta helps associations build a credentialing management system that meets the unique requirements of your programs and eliminates these laborious manual processes. Our team includes former association education directors who understand and appreciate the minutia in credentialing processes.

Credentialing portal

We can build an online portal that allows members and customers to:

  • Complete applications and renewals
  • Review their program history
  • Track how many credits they’ve earned and how many they need to meet requirements for applying or maintaining a credential
  • Submit external CE credits
  • Integrate with your learning management systems (LMS) for online registration
  • Integrate with your testing service to take and report exam scores
  • Print or download certificates and digital badges


Automation relieves staff of administrative tasks. The system automatically records member/customer history and credits, sends alerts about upcoming certification expirations, and delivers helpful resources for exam preparation. You can create automated workflows to replace manual processes, for example, notifying a colleague when they need to review an accreditation application.

Salesforce is a one-stop credentialing shop that integrates with other systems, like web conferencing and event platforms, testing tools, and LMS. It brings information from disparate systems together in one place. Access to this data allows you to identify target audiences for program-specific marketing campaigns based on their interests and engagement history. Additionally, Salesforce’s configuration-first design gives your association the flexibility to change the system as your programs grow so it continues to meet your needs.

Credentialing and program data are readily accessible to staff beyond the education team. Membership staff can include this data in engagement scoring. Marketing staff can leverage this data to set up campaigns to convert non-member customers into membership leads or promote related content to members and customers.

Accelerators for associations


Fíonta Association Accelerator

Born from Fíonta’s deep association expertise, Fíonta Association Accelerator marries years of Salesforce proficiency with an unwavering commitment to resolve your challenges.


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?