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All About...Salesforce: March 2022
Spring was supposed to be around the corner but we just got walloped by a good eight-inch dump of snow this past weekend. It correlated well with the daylight savings […]
Let's talk about Outbound Funds!
Salesforce introduced its Outbound Funds Module (OFM) in 2020, and since then, we have implemented this free tool for many organizations to manage outgoing grants and awards. But how do […]
Reduce member churn with predictive analytics
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 […]
Salesforce for associations
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 […]
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, […]
Sharing stories throughout Black History Month
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 […]
Raiser’s Edge vs Salesforce: 8 Reasons to Switch
Sometimes, you need to cut the cord and move on to more sophisticated tools. You’ve parted ways with your flip phone, junked your CDs in favor of streaming tunes, and […]
Fíonta announces partnership with Offprem Technology
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 […]
All About...Salesforce: January 2022
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 […]
Fonteva: Financial reporting
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. […]