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Fonteva: Financial reconciliation
Thanks for staying with me. This might be the most important topic I cover in this series – Reconciliation. Reconciliation can be challenging, but if you do it often enough, you will sail through your audits easily because you will know that the transaction entries created by Fonteva match ledgers in your financial system. Fíonta […]
On-demand webinar: Everywhere automation can be implemented in your association or nonprofit
Automation functionality is already available to associations and nonprofits in commonly-used software and systems – but are you fully leveraging this powerful technology to lessen the manual workload and permit your staff to focus on more strategic imperatives? Aimed at both nonprofits and associations, this 45-minute on-demand webinar overviews the workflow and automation technology available […]
Empowering low-literacy and immigrant adults
This post was originally published on Salesforce.org on September 7, 2018 International Literacy Day, celebrated on September 8, is a great time to celebrate the work of nonprofits and K-12 schools advancing literacy. The issue of literacy is a key component of the UN’s Sustainable Development Goals and the UN’s 2030 Agenda for Sustainable Development. […]
Limited program visibility and impact measurement
Nonprofits may need help tracking and communicating their programs’ impact to stakeholders. Salesforce Nonprofit Cloud offers tools to monitor program outcomes, track progress against goals, and generate real-time impact reports. This data can be shared with donors, grantors, and the public, enhancing transparency and building trust. Process Our team of consultants will work with your […]
Featured Fíontan: Meet David Manuel
You are a senior technical architect. What are your core responsibilities? I work to align systems with business requirements and objectives – orchestrating data flows and integrations and overseeing our developers in building custom components and writing code where needed. Tell us a bit about what you did before you joined Fíonta. I was the […]
Jenifer Alonzo
With over twenty years of experience working in nonprofits and higher education, Jenifer is keen to use her skills to increase her clients’ efficiency. She enjoys helping associations and nonprofits leverage Salesforce and Fonteva to boost impact and stimulate growth. Jenifer earned an MFA in Theatre from Towson University. In her former career as a […]
Migrating from Raiser’s Edge to Salesforce: A guide to prepping your data
Migrating from Raiser’s Edge to Salesforce is a multi-step process. Learn how to get started on this long but rewarding process by first preparing your data.
Value-based design: A new approach to improving the user experience
Success is never quite satisfying. The better we get at engaging our audience or leveraging our technology, the more we see places for improvement—or, sometimes, a complete overhaul. Some of these problem areas are more expensive than others, and deserve closer attention. They’re expensive in the traditional sense, for example, a clunky payment process for […]
A guide to Moves Management on the Salesforce platform
Originally posted on April 9, 2024 by Classy Focus on the donor, not the donation amount. That’s the idea behind Moves Management, a method coined and conceptualized by David Dunlop, a senior development officer at Cornell University. In practice, this process implores organizations to coordinate donor engagement and relationship-building efforts that lead to raising more funds. Dunlap […]