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Accelerators to Empower your Salesforce Organization
By Steve Brodt | April 9, 2020

More than Implementations

“Bridging Gaps Through Technology” is not just a catchy tagline we like to say – it is words that drive our everyday work. While we help bridge the gap between organizations and their members, we also aim to provide our customers with the best user experience possible. As we routinely look for ways to stay ahead of the curve and respond to our customer’s needs, we have created the Association Power Pack (APP) and the Membership Power Pack (MPP).

The MPP and APP were created with one goal in mind: putting more power and customization in the hands of the user. The MPP, built for the Fonteva platform, empowers associations by offering controls around how their members see, pay, and renew their memberships. The APP provides associations with rosters, an Experient integration, and template builder on their current Salesforce platform. While they are two separate products, both are highly customizable and give you the power to edit your system.

Membership Power Pack

The MPP acknowledges how busy trade and professional society members are by offering associations high levels of customization when it comes to the subscription renewal process. Built for Fonteva platform users, MPP customers may set up non-primary contacts to pay for membership, which means that any predetermined person can login and pay. This is particularly useful for situations where the membership account is held by an unavailable professional with a supporting assistant.

Members or end users are not the only group that benefits. Association administrators are able to define on an item instead of subscription level:

  • Who is allowed to see and renew the membership from the organization
  • When renewal can happen with ‘renew days before’ and ‘renew days after’
  • Terms and conditions, so members must accept terms and conditions before paying
  • Ability to customize 5 fields from sales orders and 5 fields from sales order lines for outstanding orders plus a “show more” option
  • Ability to add buttons to the component like “View Order” or “Visit Website”
  • No disruptions to the Fonteva payment workflow
  • No additional configuration after initial setup

Additionally, the MPP has been a fit for many users because members are connected to the original proforma invoice generated by Fonteva’s platform, instead of creating an extra renewal invoice. This reduces confusion and clutter with outstanding proforma invoices and also eliminates the need for follow-up by association staff.

Association Power Pack

Built 2 years ago with the lightning experience in mind, the APP is a powerful set of modular features. In contrast with the MPP, these features may be used by any Salesforce customer and are not limited to Fonteva platform users. Easily bring in critical information into the association and reduce the need for staff work!

One of the strongest tools bundled into the APP is roster management. The roster is a dynamically generated table, which enables associations to display any object in Salesforce to members and/or portal users using APIs. Offering a high level of customization, administrators are able to set:

  • Who can view the roster
  • What fields are displayed
  • What fields are editable
  • If new records can be added
  • Custom text above or below the roster for instructions

Many of our users have found success using the roster feature for functions like:

  • employee/ affiliation management
  • conflict of interest application
  • Continuing Education Unit (CEU) tracking

This has drastically cut down on support time and eliminates the need to contact us for small edits to the system.

The APP was also built with Experient in mind, offering a complete end to end bi-directional integration with the Experient event management system. Not only does this offer a daily sync with your data, but it also allows you to define where that information goes in your database. This feature, along with the roster management, makes the APP a must have product for your organization.

Schedule a Demo Today

Even though these products were rolled out two years ago, they are constantly updated and fully outfitted to meet our customers needs. We have created these products by putting the power in our users hands, allowing them to decide how to run their organization the best way they see fit. Don’t hesitate to reach out for a demo exploring how the APP or MPP could be a fit for you today!

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Steve Brodt

Steve Brodt

Steve joined the fusionSpan team as a Salesforce Business Analyst in January 2020. Specializing in Customer Success and business agility, he serves as a solution crafter and project planner, among other as-needed roles. Outside of the office, Steve focuses on cultivating good conversation, being a worthy partner for his wife, and raising his son on mythology, archaeology, and gaming.

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