CRM Consulting

At fusionSpan, we have the system expertise and the business know-how to help you move forward.

Getting the most out of your customer database isn’t a matter of just having a database. Most of the value comes from understanding how to leverage the system to meet your strategic goals. Unfortunately, most associations and non-profits don’t have the staff hours available to learn all the systems functionality, weigh all the options, and identify the most strategic path forward. At fusionSpan, we have the system expertise and the business know-how to help you move forward.

  • Query and report development
  • Customer portal configuration
  • Standard operating procedure development
  • Website/customer portal integration assessment

  • Complete system discovery and recommendations
  • Database selection
  • Data quality review and clean-up
  • Membership process analysis

Community Brands is one of the top association vendors in the industry. Their NetForum system represent one of the top association management systems (AMS) for enterprise level associations. With over 15 years in the industry, NetForum offers a rich feature set for associations.

As Netforum partners and with a team that has hands-on NetForum research and development experience since the inception of the application, fusionSpan is intimately aware of how to leverage NetForum. Knowledge we would love to impart onto you! Our partnership with Netforum enables us to stay up-to-date on the latest product features, while our team’s history with the system ensures we can help regardless of which version you are using. That knowledge, combined with our business prowess, helps you get the most out of NetForum.

Discovery Call

We want to learn more about you! This short call gives you time to let us know about your needs to see if fusionConnect is right for you.


Extending NetForum Enterprise ensures your business needs are met. Customizations can save staff time, improve customer experience, and benefit your organization in the long run. All customizations are built following best practice to make upgrading easier and keep you as close to baseline as possible.

Business Analysis

Have you been using your database for a while but don’t feel that you’re getting the most out of the system? We’ll help review your current system and processes to provide strategic feedback and ensure that you’re using it to its potential.


Moving to a new version of NetForum takes effort – reviewing baseline, checking customizations, testing SOPs. While NetForum will support the system, we can bring in our team to work with your staff during the testing process. Are there new features that allow you to move to baseline? Who is responsible for sign-off? How will you determine if you are ready to upgrade? We can ensure you are ready to move forward.

eWeb Development

Often overlooked, eWeb offers a great deal of functionality out of the box. We can take that baseline site, and mold it to match your organization, allowing you to leverage the functionality for which you are paying. Stuck on an old version? We can help upgrade to the new responsive eWeb, either restyling custom pages or updating the baseline pages.


Having to complete duplicate data entry in multiple systems? fusionSpan can integrate your database with your website, your eMarketing system or another tool using the system’s API. We’ve even built an app that gives you and your members access to member information right out of your database onto their mobile devices.


New to NetForum? fusionSpan is an NetForum implementation partner who -can get you all set up on the system. We’ll analyze your business requirements and identify the best way to meet them in NetForum. This can be particularly advantageous for associations also looking to update their CMS, as our team can also support that process, so you don’t have to worry about managing multiple vendors and can focus on a successful implementation.

Application Assessments

fusionSpan can help ensure that your implementation of NetForum follows industry best practices to better secure your membership data. Proper system configuration, penetration testing, and static code analysis provides insights that allow your association to better understand your NetForum Implementation’s attack surface, that fusionSpan can help remediate..

System Performance

Could your implementation of NetForum use a little performance boost? fusionSpan can help by A) tuning NetForum’s configuration, B) implementing techniques that are known to improve performance, and C) monitoring and analyzing your servers and applications to identify bottlenecks that can be later addressed and deployed.


While NetForum’s eWeb has a lot of in-built functionality, it will always struggle to be a full replacement for your content management system (CMS). At the same time, most CMS tools are not designed to handle complicated transactions, multiple line-item invoices, multi-currency or member discounts. And if they do, getting the information back into NetForum becomes a challenge.

Instead, organizations can leverage their website to integrate with NetForum and provide their members with a better user experience. Engaging content lives on the CMS side, while complicated transactions get processed on the eWeb side. While this integration is possible with any website, one popular platform we would recommend organizations consider WordPress or Drupal CMS.

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NetForum Enterprise Plugins

Developed by the former Senior Architect of NetForum, these plugins are designed to bring new functionality to any NetForum entity. After completing a quick install process, each plugin will add a new feature set to your system requiring only basic Toolkit knowledge to implement. Best part, each is FREE to any association or nonprofit. So download one, or download all. Make sure to subscribe to our newsletter as well – that way you can get notified about new plugins we release in the future.

Impersonate Plugin

Allows staff to quickly login as any customer in eWeb via a profile link in iWeb. Great for troubleshooting and testing anything that comes up.

Captcha Plugin

Add an additional level of security to the account creation process to disrupt any potential bot attack.

Type Ahead Plugin

Take any free form text field and make it easy for customers to just start typing and pick from existing options, reducing duplicate or bad data in NetForum .

Open Dialogue Plugin

Take any eWeb form and insert it into a dialogue on another site, helping ensure NetForum can remain your system of record.


Consulting services range in scope from 20 hours to 200+ hour engagements, depending on the depth and breadth of the engagement. Because every organization has different needs, we tailor the engagements to your organizations priorities. Engagement types include:

Project based

If you have specific items you want addressed, we can structure our engagements to address each item one at a time, giving you price quotes for each individual project.

System analysis

If you want to look at everything all at once, we can assist in a complete analysis of your system.

Ongoing support

Uncertain of what you need? We are happy to work with you on an open-ended engagement.


Most AMS vendors offer implementation services for their products. While AMS vendors know their product really well, they don’t know a lot about your organization, including details of how it functions, your business processes, staffing levels and experience etc. They often rely on someone from your staff to guide them through the process.

So while Vendor implemented systems work out well for certain organization, most other organizations need a little extra. We call this our Concierge AMS Implementation – what this includes are the following:

  • Business process discovery where we document the current business processes
  • Detailed technical requirements that we hand over to the AMS vendor
  • Complete start to finish project management of the implementation
  • Post implementation user acceptance testing. Work with Vendor to fix any issues
  • System documentation that is customized to your organization’s business process and use cases
  • Staff training that is customized to their day to day tasks

At fusionSpan, Bridging Gaps Through Technology isn’t just a tagline – it describes what we believe our clients can accomplish with a little additional support.