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Fíonta Focus - September 2024

As we ease into the fall season and the kids head back to school, we’re excited to bring you this month’s edition of Fíonta Focus, packed with insights tailored to nonprofits, foundations, and associations alike. From preparing your mobile donations for the Giving Season to optimizing member engagement strategies, we’re sharing content to support your organization’s growth during this busy time.

You’ll find details about communication tools, migration strategies, and the latest trends in AI, all designed to help you work smarter and more efficiently. So when you’re not helping kiddo with homework or raking those neverending fallen leaves, take a moment to dive into these valuable takeaways, designed to fuel your mission this season!

Until next month –

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Nonprofits and Foundations

Maximizing Mobile Donations: Quick Wins and Long-term Strategies

With the Giving Season right around the corner, now’s the time to make sure your nonprofit’s mobile donations are ready to shine.

In our latest blog, Maximizing Mobile Donations: Quick Wins and Long-Term Strategies, we share tips and resources to help you reach more donors on their phones and boost those year-end contributions.

Migrating from foundationConnect to Nonprofit Cloud

With foundationConnect sunsetting, a lot of organizations are considering moving to Salesforce Nonprofit Cloud. In this blog, we break down the transition, giving you tips on how to plan your migration, keep your data safe, and make the most of Nonprofit Cloud’s features.

Whether you’re just getting started or already in the thick of it, this guide will help you navigate the change smoothly and set your organization up for future success. Fíonta is here and eager to partner with your organization on this critical change.

Why Grants Management is Key for Nonprofit Accounting

Grants management is more than just tracking funds—it’s key to effective nonprofit accounting. This blog dives into why managing your grants properly is essential for maintaining financial health, ensuring compliance, and maximizing impact. It also explores common challenges nonprofits face with grants and offers strategies for improving transparency, reporting accuracy, and financial planning.

Types of Membership: How to Form and Present Them to Your Audience

Simplifying your membership offerings just got easier with the help of our trusted partner, Advanced Communities. Their guide breaks down the differences between membership types, levels, and programs, while offering practical tips on naming, pricing, and promoting your tiers.

Fíonta’s UX and digital services team can design a seamless Salesforce Experience Cloud that ensures your membership options are easy to navigate and drive engagement.

Fíonta + Nimble AMS: Powering Association Success Together

Fíonta partnered with Nimble AMS to expand our association-focused solutions, offering a powerful combination of membership management and expert consulting services.

Nimble AMS is built on Salesforce and provides associations with a flexible, scalable platform designed to enhance member engagement and streamline operations. With Fíonta’s deep experience in UX, implementation, and digital strategy, we help associations get the most out of Nimble AMS, ensuring that your tools are perfectly aligned with your goals.

Optimize your Member Portal for Increased Engagement

Enhancing your member portal is key to providing a seamless and engaging experience for your association’s members.

A well-designed portal can improve member satisfaction, boost engagement, and streamline access to important resources. From intuitive navigation to personalized content, creating a member portal that truly meets your users’ needs is essential to driving retention and growth.

Salesforce Offers Free AI Certifications and Premium Training

Salesforce announced at Dreamforce that it’s offering free AI certifications and premium training through December 31, 2025, to help professionals upskill in the rapidly evolving world of AI.

Learn more about how you can take advantage of these opportunities to boost your expertise!

Four Biggest AI Takeaways from Dreamforce

And while on the subject of AI, Salesforce Ben shares their biggest takeaways, including details about AgentForce – Salesforce’s new AI-powered solution, which integrates advanced AI technologies, like Salesforce’s Einstein GPT, to assist support agents by automating routine tasks, offering real-time recommendations, and enhancing end-user interactions.

User Testing with Older Adults

This article from Nielsen Norman Group highlights key insights on usability testing for older adults, emphasizing the importance of designing digital experiences like donation pages and membership portals that cater to their unique needs.

By addressing factors like cognitive load, simplified navigation, and accessibility, organizations can, and should, create more intuitive and user-friendly interfaces that enhance the online experience for older populations.

Elevate your Organization’s Member Experience with Salesforce

Join Fíonta and Salesforce for a half-day event at the Chicago Salesforce Tower on October 29. We’ll explore how Salesforce can transform your association’s member experience.

Whether you’re focused on membership engagement, IT infrastructure, marketing strategies, or event planning, this session is tailored to help you leverage Salesforce to its fullest potential for your organization’s success. We are so appreciative of our clients, Lou Centrella of the International Sanitary Supply Association and Joseph Wiener of the Healthcare Information and Management Systems Society, who will take part in a customer panel discussion.

Pre-registration is required and seats are limited!

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