CRM

CRM

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

Why fusionSpan?

Salesforce Einstein

Automated Testing

WHY fusionSpan?

What sets us apart is our experience and understanding of the non-profit and association industry. Our project managers can translate your association’s business needs into technical requirements, and explain how technical specifications will benefit your organization. We also specialize in integrating Salesforce with other systems popular in the industry.

It’s why so many of our customers keep coming back year after year!

- Accolades -

Some Key Highlights

  • Certified Salesforce Partner
  • Our focus is always you the client. We work with the vendor to make sure that the implementation goes smoothly.
  • Expertise in Pardot, Marketing cloud, Service Cloud and custom App Development. We help organizations get better ROI from their salesforce investment
Salesforce AppExchange Program Partner

Rating:

Projects Completed: 100+

Certified Experts: 50

Services Offered

Project Management

Project Management

We work with your staff and the Vendors implementation team to make sure that all the requirements are being implemented as planned.
Implementation

Implementation

There are always items that the AMS vendor will not implement – including custom processes, data imports, integration with your other systems etc. We can be part of the implementation team and tackle those in-house.
Managed Services

Managed Services

A brand new system takes some getting used to. There are initial training issues and some staff members may be seeing the system for the first time or used to doing things with an older system. We are always here to guide them through the adoption.
While the vendor is available for technical issues, our team can act as the first line of defense for any business process issues.

 

Additionally, your staff will have full access to the fusionSpan Support portal

Customer 360
Migration (ETL)

Migration (ETL)

We assist our clients with data migration from their existing AMS/CRM to Salesforce. Our approach is to use an enterprise Extract Transform Load (ETL) tool, which is powered by our fusionConnect IaaS platform.

Using an ETL tool is beneficial in several ways

  • Can scale to handle large amounts of data
  • Use Salesforce Bulk API to conserve API calls
  • With data sync, existing AMS can be used till Salesforce go live
  • Complex transformation rules can be applied
  • Is a more secure process than manual loads

Data migration

Implementation & Technology Partner

Leading Implementation partners for Fonteva and NimbleAMS

Awarded Fonteva Implementation Partner of the year in 2017, 2018, 2019 and 2020 at FUNcon

White glove service – where we go above and beyond a typical implementation team

Fonteva

Key Team Members

Jason Cookman
Manager, Engineering

Jason is a Senior Salesforce Architect and has been with fusionSpan since June 2014. He has multiple Salesforce Certifications and has led the solution.

Rose Palipalli
Manager, Consulting

Rose worked as a Senior Business Analyst in fusionSpan’s Delivery Team, and has recently become a Manager! She enjoys helping clients overcome challenges on a daily basis.

Himali Shah
Manager, Consulting

Himali joined fusionSpan in May 2017. She brings her expertise and passion for working with associations and enjoys helping them use Salesforce as a tool to make their jobs easier.

Blogs

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.