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In an ideal world, association members would remain highly engaged and renew every year.  Unfortunately, that’s not usually how it goes. How can we find those at-risk members to take action leading up to renewal? How can we understand the tendencies and motivations of those who renew and those who lapse?  Analytics and data science […]

More than ever before, associations are being challenged to do things differently. Changing demographics, competing forces, the ongoing public health crisis, and a change in the way members expect benefits and services to be delivered are all creating pressure on association leadership and staff to retain and gain members. At the same time, many legacy […]

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 […]

Every day this month, Fíontan Cody Hamilton, has been sharing biographies, articles, and history in Slack to honor and celebrate Black achievements and stories. Below is an outline with external links for more information. Please share and amplify these resources with your network! Arts and culture Alvin Ailey – Ailey began his life in deep […]

Sometimes, you need to cut the cord and move on to more sophisticated tools. For example, you’ve parted ways with your flip phone, junked your CDs in favor of streaming tunes, and dropped cable for streaming services. While letting go of these old technologies wasn’t too difficult, moving on from a mission-critical system like your […]

Fíonta, a Salesforce Premium Partner focused on Salesforce-based solutions for associations and nonprofits, and Offprem Technology, a Salesforce Premium Partner specializing in Marketing Cloud implementations, have announced a partnership to deliver comprehensive member and donor engagement solutions on the Salesforce platform.  “Offprem is a best-in-class provider of marketing solutions for Salesforce and we’re excited to […]

Hello and greetings from Upstate New York. We survived the mega-storm on Sunday and Monday, but just as I began to write this email, we lost power…a small price to pay for a blanket of snow in what has been a disappointing winter accumulation-wise. I hope everyone impacted by the storm is safe and doing […]

We’re finally here! Last month, we focused on the final piece of the puzzle, receipts and receipt lines. We’ve learned enough about the Fonteva data model to talk about reporting. Access the Entire Fonteva Finance App Series Watch now Reporting is where the power of the Salesforce Platform with the Fonteva product is realized. In […]

If your nonprofit or association uses Salesforce, you likely know that all users will be required to use Multi-Factor Authentication (MFA) each time they log in starting in February 2022. But how does it benefit your organization, and what does that mean for your specific users? Benefits of MFA The benefits of MFA for your […]

December is here, and while things seem to be slowing down as the holidays approach, there is still lots going on in the Salesforce space. On the home front, we’ve hung our wreath and wrapped our presents, and are patiently waiting for some more snow. My wife and I are going on a safari in […]