Associations

Associations play a vital role in connecting members, advancing industries, and supporting professional growth. Whether you represent a trade group, a professional society, or a member-driven nonprofit, your mission depends on technology that supports engagement, insight, and long-term sustainability.

Fíonta partners with associations of all types to design, implement, and support Salesforce solutions that strengthen relationships, streamline operations, and create lasting value. Our team brings broad experience across the association landscape, along with deep expertise in legal and medical sectors.

Association Needs

Support for the Full Member Journey

From onboarding to renewal, members expect a seamless and personalized experience. We help associations manage the full membership lifecycle, including engagement tracking, segmentation, and retention strategies—all in a single, connected system.

See how Salesforce supports member retention

Continuing Education and Credential Management

Whether it’s CLE, CME, or custom credentials, your members rely on education to advance their careers. We support continuing education workflows, credit tracking, and integrations with learning platforms to ensure a cohesive experience for learners and staff alike.

Credentialing portals don’t have to be painful

Committees, Chapters, and Volunteer Engagement

Volunteer leadership is the backbone of many associations. We help manage committee structures, nominations, and participation tracking, making it easier to support active member involvement and leadership development.

How to engage volunteers in your membership program

Events That Connect and Inform

Conferences, webinars, and regional events play a key role in member value. We help track registrations, manage speakers and schedules, and connect event data to member profiles for a more complete view of engagement.

Explore how associations are adapting to changing attendee expectations

Communications That Build Relationships

Members expect relevant, timely communication. We help associations deliver personalized messaging across email, campaigns, and engagement journeys using Salesforce Marketing Cloud and Account Engagement (Pardot).

See how we supported communications strategy for ACDA

Data That Supports Strategic Decisions

With the right data in hand, associations can better understand what members value and where to invest. We help you design dashboards and reports that support board reporting, operational planning, and member experience strategies.

7 reasons why associations need a data strategy

Systems That Work Together

We integrate Salesforce with the tools your association depends on, including AMS platforms, learning management systems (LMS), credentialing systems, and marketing tools. We also offer integration services for WordPress and Drupal websites to support connected digital experiences.

Display CRM data on donor portals

Learn how an association integrated Salesforce with Drupal

Ongoing Support for Growth

Technology is never one and done. Through managed services and strategic support, we help associations evolve their systems over time, adapt to member needs, and maintain operational excellence.

See how our managed services team provides long-term support

What our clients are saying

National Board For Professional Teaching Standards

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
LeadingAge

Sophisticated marketing tools are only valuable when they’re leveraged in smart, strategic ways. Fíonta’s deep product knowledge and great client service were exactly what we needed to ensure a smooth transition from Marketo to MCAE (Pardot).

Leading Age
Oklahoma Medical Research Foundation

This is the second project we’ve had the pleasure of partnering with Fíonta. The most recent was for our migration to Salesforce Nonprofit Cloud from NPSP, and the experience exceeded our expectations. From the outset, Fíonta dedicated time to thoroughly understand our business processes, not only ensuring that Salesforce supported our existing workflows but also identifying areas for improvement and guiding us through necessary changes.

Oklahoma Medical Research Foundation
Norman Rockwell Museum logo in teal

I have been doing this line of work for over 25 years. I have never encountered such an exceptional firm as Fíonta...we had an aggressive timeline, but at no time did Fíonta make it feel like it was aggressive.

Norman Rockwell Museum
United Soccer Coaches

We had a hard deadline for the implementation of Pardot. Fíonta designed a plan that met our needs and timeline. It was a team effort, but we launched on-time with a small amount of budget left-over for additional services.

United Soccer Coaches
CFP Board Logo

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