Requirements: The Unsung Hero of Successful CRM Projects
You’ve probably seen questions like these in ASAE Collaborate or another association/nonprofit forum: We’re looking for a new AMS/CRM. Do…
Fonteva Business Group Record
The Business Group record is where it all begins. It’s the definition of the financial organizations you are managing in…
The Way We Work is Changing
The way we work is changing, and fast. COVID certainly accelerated the shift, but it was going in this direction…
Stop Shoehorning Salesforce
While Salesforce CRM offers robust functionality in a host of areas, there are occasionally times when your organization can save…
Navigating the Fonteva Finance App
Welcome to Fíonta Sessions: Fonteva Finance! In this first blog post, we’ll get acquainted with the Salesforce platform on which…
Fíonta Sessions: Fonteva Finance
Are you a member of an association Finance team that uses or is moving to the Fonteva Association Management System…