SALESFORCE

Salesforce is the world’s most popular Customer Relationship Management (CRM).

It is gaining rapid acceptance in the Non-Profit and Association Industry with the emergence of Association Management Systems apps built leveraging the power of the SalesForce platform. The Salesforce Foundation has a non-profit solution as well.

WHY fusionSpan?

There are plenty of companies that specialize in Salesforce. 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 can also explain how technical specifications will benefit your organization.

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

Implementation & Technology Partner

  • Implementation partners for Fonteva and NimbleAMS
  • Awarded Fonteva Implementation Partner of the year in 2017, 2018 & 2019 FUNcon
  • White glove service – where we go above and beyond a typical implementation team

SOME KEY HIGHLIGHTS

  • Certified Silver level Salesforce Partner
  • Registered Salesforce.org Partner
  • Specialized in two of the most popular Salesforce based AMS – Fonteva and NimbleUser
  • 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

Rating:

Projects Completed: 50+

Certified Experts: 30

SERVICES OFFERED

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

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.

Support

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.
Services covered under support are

  • Your staff has access to our Support portal
  • Guaranteed SLA’s
  • Work with staff on any Salesforce question/issues
  • Triage and report bugs & work with the Vendor to have those fixed and tested.
  • Monthly maintenance and system health report
  • Manage Salesforce and Fonteva/NimbleAMS upgrades

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.

salesforce app exchange

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.

Please get in touch for a DEMO of the APP

Salesforce Driven Website

fusionSpan specializes in developing CRM driven websites. With our full service design and web development team, and our deep knowledge of Salesforce, we are able to integrate your association website and Salesforce Community Portal with Single Sign On (SSO) and Uniform Look and feel.

We can also drive content on the public facing website with data from Salesforce.

TESTIMONIALS

Some of the technologies we work with

Support Portal

24/7 access to our ticket
support system


Prioritization of Requests

SLA Guarantee

Guaranteed Response Time for
Premium and Enterprise Plans


Access to Certified
Salesforce Consultants

Maintenance

System Monitoring


Daily Meta Data Back-ups

Vendor Liaison

Tier 1 Support


Upgrade Management


Triage and Escalation of
System Issues

Bug Fixes

Testing Reported Issues


Deployment of Fixes

System Health Check

Monthly Health Report


Best Practice
Recommendations

fusionSpan acts as an extension of your team to deliver white glove service support at every stage of your Salesforce journey. Our team of certified Salesforce consultants will be your first line of defense to train new users, triage and report bugs, and provide monthly system health reports and recommendations.

Basic

Perfect for those small enhancements or feature requests.

10 hrs per month

premium

Guaranteed SLA’s.
Monthly Health Reports.

40 hrs per month

ENTERPRISE

Outsourced DBA.
Dedicated Support team.
Requests are given top priority and sensitivity.