Salesforce

Fíonta is a Salesforce.org Premium Partner and provides services to nonprofits of all kinds (associations, foundations, charities).

Fionta is a Salesforce.org Premium PartnerSalesforce’s innovative “point and click” configurability provides the opportunity for nonprofits and associations to have a unified view of every interaction with clients, supporters, members, funders, volunteers, and affiliates. The Nonprofit Success Pack (NPSP) is the set of end-to-end solutions any organization needs to become a connected nonprofit.

Constituent Relationship Management (CRM) systems centrally store your organization’s contacts—people and organizations, phone numbers, email, addresses, and the history of interaction(s). Salesforce.org makes this cloud-based system available for free to nonprofit organizations (up to ten licenses), a tremendous value. Additional licenses are 80% off retail pricing.

How Can We Help?

Salesforce implementations: Fíonta helps nonprofits of all kinds (charities, foundations, associations) to migrate from one or more legacy systems (for CRM and fundraising most commonly, but also for evaluation, case management, marketing and communications and/or event or program management) onto Salesforce.

Evaluate/extend Salesforce: Fíonta can perform a comprehensive audit of an existing Salesforce implementation, provide recommendations for improving its use, and enhance functionality for events, programs, grants, or volunteers. We can upgrade organizations to the latest version of the Nonprofit Success Pack (NPSP) and/or convert an existing implementation to the Household Account model.

Additional Salesforce products:  We can coordinate demonstrations and integrate innovative additional products such as Pardot, Marketing Cloud, Community Cloud, and Service Cloud.

Web integration: Fíonta specializes in the integration of open source Content Management Systems WordPress and Drupal with Salesforce. Our award-winning in-house graphic design and web implementation talent can help design web forms that “talk” directly to Salesforce and record individuals interactions with your website.

Best practices: Fíonta can help advise on best practices for keeping your data clean, training, reporting, and change management – we know what makes Salesforce successful!