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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. […]

Welcome to Fíonta Sessions: Fonteva Finance! In this first blog post, we’ll get acquainted with the Salesforce platform on which Fonteva is built and discuss the basics of the Fonteva Finance App. Let’s face it. Finance is a mystery to most of us. And often when implementing new CRM/AMS systems, the primary focus is on […]

Are you a member of an association Finance team that uses or is moving to the Fonteva Association Management System (AMS)? Then you are invited to Fíonta’s Fonteva Finance series!  Join us starting in August for monthly blog posts and accompanying office hours focused on Finance-specific topics for Fonteva users. We outline the topics and […]

When it comes to User Acceptance Testing (UAT), one week, your stakeholders are on top of the tasks, and the next week, they are out … of time! Planning for UAT is like planning a successful fashion runway show. We learned some lessons from the esteemed Tim Gunn that helped us perfect user acceptance testing […]

At Fíonta, our summer has been incredibly busy. We’ve supported some inspiring new clients and continue to work with many of you. On a personal note, It’s amazing how quickly summer has gone by. Here in upstate New York, we’ve had a lot of rain, the river has been higher than usual which means it’s made for […]

Associations and nonprofits often overlook or skip usability testing when implementing a new CRM or AMS, website, or community because they don’t realize what an enormous impact it has on a project’s success. Or they do but they don’t want to spend any time or money on it. When the User Experience (UX) consultant hears […]

We all know Luminate CRM (LCRM) is reaching its end-of-life in June 2022. But what does that actually mean for nonprofit organizations who must replace it? If you are a nonprofit executive or director who is concerned about the implications of a transition from LCRM – for your budget, or for your staff – this […]

Summer is finally here, the smells of grilling and sounds of families swimming in the river are combined for me with a fresh sense of hope now that the momentum has finally swung in our favor with vaccinations and the loosening of the pandemic restrictions. The sun is shining and I’ve taken to working outside […]

Happy Spring, friends  The sun is shining, and things are humming here at Fíonta. In this month’s email, I am going to call out a few changes that are important to know about. The first is the enforcement of the ‘Require Verification When Experience Cloud (Community) Users, Partners and Customers Change Their Email Address’ change. This change […]