CRM

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

Services Offered

Accelerator

Managed Services

Salesforce Einstein

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.

What sets fusionSpan 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 can also explain how technical specifications will benefit your organization.

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

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

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

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

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

INTRODUCING SALESFORCE MEMBER POWER PACK (MPP)

The Membership Power Pack provides Fonteva administrators with high levels of customization when it comes to the subscription renewal process.

Renewal settings have been shifted to the Item, which can be applied to every subscription that includes that Item. Settings include customization of the renewal time frame as well as Account Subscription Visibility and Renewability.

ProForma Invoices that are automatically generated in Fonteva are also now viewable in the customer portal.

INTRODUCING SALESFORCE ASSOCIATION POWER PACK (APP)

We have bundled some very useful applications and utilities in an all in one application for Salesforce.

The Association Power Pack (APP) has some very powerful features that are a must have for an association that currently uses Salesforce. Some of the most useful features are

Roster Management: Dynamically generated table that works on any Salesforce standard or custom object. Allows for portal users that match custom criteria to perform CRUD operations.

Experient Integration: Complete end to end bi-directional integration with the Experient event management system.

Template Builder: Drag-and-Drop interface to build custom templates, such as pro forma invoices. Supports configurable fields which dynamically generate values for every record.

Managed Services

Typical services provided as part of Salesforce Managed Services

Strategic Planning

fusionSpan will document and establish your Salesforce implementation direction—by assessing both where you are and where you’re going. We will record long-term goals and the action plans you’ll use to reach them.

Salesforce Optimization

We work with your team to ensure that you leverage all Salesforce functionality. We will identify areas for process improvement, update page layouts to increase adoption/ease of use.

Lightning Migration

fusionSpan will map out workflows, discuss and prioritize potential integrations. We’ll help you gain access to new features, functionality, and a streamlined user interface.

Integration Updates

From productivity to marketing to collaboration and beyond, we’ll ensure the updates are completed to keep your Salesforce connected to the other tools that you need to run your organization.

Quarterly Reviews

We’ll schedule a review of your previous three months, evaluate your goal progress, and create a concrete plan of attack to finish each goal.

Reports & Dashboards

We’ll use Salesforce’s powerful suite of reporting tools and work together to help you understand and act on your data.

Salesforce User and Admin Training

We’ll provide your team with help around how to better leverage your platforms and take their skills to the next level. We can also provide the expertise staff needs when they hit a roadblock and don’t know where to turn.

HoursTypical Term
2506 months
50012 months
100012 months

Flexible Service Units

Work with a dedicated Salesforce Analyst to craft the strategy-based goals of your account and ensure that the “use or lose” hours are fully consumed.

Salesforce Einstein

Salesforce Einstein is a set of best-in-class platform services that bring advanced AI, Machine learning and Stunning Visuals into the Salesforce platform.

Einstein Analytics

Easily create datasets for your analytic needs: Einstein Analytics allows us to bring in multiple Salesforce Objects or upload datasets for their analytic needs within Salesforce. The app contains built-in ETL functions that allows for joining and cleaning of datasets from various sources.

Build dashboards to visualize your data:

Dashboards can be designed based on user preference and also includes robust geospatial features that allows for straightforward viewing of location data. Dashboards can be deployed and be pinned within any salesforce app for easy access and viewing.

Use Einstein Story Feature to find hidden relationships within your datasets:

Einstein Stories allows users to utilize AI to find relations between datasets. Patterns identified within Einstein Stories can be documented as a strategy guide and pinned as a displayable widget on Salesforce’s front end interface.

Utilize data science to predict membership outcome

Einstein’s prediction builder can be used to predict member behavior. This information can be leveraged to increase member engagement and retention. The Data Science model can be used to identify high value or at risk memberships, allowing for targeted engagement journeys.

Einstein Bots

  • 24/7 Customer service: Bots can instantly welcome members with a branded greeting in a chat window and direct them to online resources they need without human intervention.
  • Reduce customer wait time: Einstein bots can address your members concerns and questions while they wait for a live support agent. Information gathered during the bot session can be transferred swiftly to a live agent, ensuring a smooth transition between the Einstein bot and your live customer support.
  • Reduce customer support load: Your customer support can focus on more complex issues while the Einstein bot can tackle simple questions and transfer over the more difficult ones.
  • Unified look and feel: Customize the appearance of the chat window, color scheme, and all other visual aspects to match your associations styling.
  • Tailored customer service: Because the Einstein bot is connected to Salesforce CRM, it can understand who it’s talking to and build informative conversations and context. With Natural Language technologies, bots can learn how to respond to members.
  • Increase sales: Einstein bots can notify your members of upcoming events, expiring memberships, or products they may be interested in.
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.