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These days, if your association’s membership numbers are increasing or holding steady, you deserve to pat yourself on the back and brag to your board about it too. But if your numbers are declining, it’s a comfort to know you’re not the only one.  You can see how your membership performance compares to other associations […]

You’ve probably seen questions like these in ASAE Collaborate or another association/nonprofit forum: Before you ask people for recommendations, you must know what your organization needs because the software that works for them may not work for you. You can’t use another organization’s requirements or RFP to find the right system for your unique needs. […]

Webinar details What’s the worst part of moving to a new house? If you answered packing, you are definitely not alone. The prep, the wrapping, the boxing: it can all be so incredibly tedious. And yet, if you prepare to pack – get rid of what you don’t need, organize what you do – your […]

Does your Salesforce data spark joy? Our world changed in 2020—and the following months (and now years) have brought us than their fair share of anxiety and uncertainty. But we’ve also found joy, comfort, and distraction where we could. Marathons on Netflix with gurus like Marie Kondo, Clea Shearer, and Joanna Teplin helped us realize our organizational dreams. […]

You’ve heard of Hot Girl Summer, but 2021 has been all about Hot URL Summer! Don’t get caught out in these COVID streets riding the cheugy train with an out-of-the-box domain. Hot URL Summer is all about being unique and ahead of the curve, and there’s no better way to do that than implementing My […]

The Business Group record is where it all begins. It’s the definition of the financial organizations you are managing in your Fonteva instance. Access the entire Fonteva finance app series You may only have one business group if you manage one set of books within the same system. However, most associations are managing multiple financial […]

You’ve been a member of Fíonta’s leadership team since 2016. How did you learn about Fíonta, and what inspired you to change positions? I came across Fíonta (then Confluence Corporation) thanks to some curiosity, a bit of desperation, and dumb luck. I was taking Spanish Lessons through District Spanish (formerly Simple Spanish) at WeWork in […]

Over the past few months, we here at Fíonta have been talking with organizations who are examining their options as they prepare to leave the Luminate Constituent Relationship Management (LCRM) platform. This is a big decision that involves not just technology, data, and budget considerations but also planning for significant change management, all in a […]

COVID certainly accelerated the shift, but it was going in this direction anyway. For many companies, attitudes and policies surrounding remote work and flexible scheduling have progressed from reluctant necessity to broad acceptance, all in less than 18 months.  As business leaders, we’ve learned that our employees can be consistently productive outside the office, effectively […]

While Salesforce CRM offers robust functionality in a host of areas, there are occasionally times when your organization can save money and realize a better product by offloading work from the Salesforce CRM itself. What does “better” mean in this context? A more robust, more reliable, and more flexible solution, with higher throughput/performance to boot. […]