Fonteva for Associations

• Fonteva for Associations is a highly adaptable solution for managing memberships, events, and financial transactions in one place
• Its seamless integration with Salesforce allows for enhanced CRM capabilities, and the platform’s customizable features ensure that it can be tailored to meet the specific needs of any association
• The reporting tools are robust, making it easy to generate insights and track membership trends
• The event management functionality, including ticketing and registration, is a real game changer, especially for large conferences

• I work for an association/non-profit management company that uses Fonteva for several organizations
• We have been able to manage the databases of up to 8 organizations under one business account
• This allows us to exchange knowledge, ideas, and training among our sub-teams
• I admire Fonteva's engaging user interface for the staff-side, since many association databases are rigid, outdated, and not user friendly
• I admire the object-based interconnected nature of Fonteva, with all "objects" (ex
• Contacts, Accounts, Items, Sales Orders, Payment Methods, etc
• ) connected to each other in some way which allows for more diverse and flexible use cases
• Rather than filling out a rigid form linked on the annual conference page, for instance, a member can experience an engaging, customizable registration experience
• You can create as many ticket types for an event as you would like, and create different registration forms connected to different ticket types
• You can easily track all kinds of data
• For example, if you want to figure out which payment method was used at what time for a purchase, you can click into the sales order, the related e-payment, the related payment method, and view the details of that data piece accordingly
• The relational nature of this complex database allows for ample opportunity and an increasingly stronger, more engaging user-experience for your association's members
• This object-based nature also allows for sufficient reporting
• Some examples include, but of course aren't limited to the following: you can pull from fields of multiple objects to report on member companies who joined the association after January 2023 and are based in Florida, you can report on attendees with a particular certification who attended the last two annual conferences, members who are volunteering on committees, and whatever else you can think of
• The possibilities are endless with this platform, and you can manage most aspects of your association with it (membership, events, e-store, online communities, etc
• )

• Amazing software for membership services
• Easy to use for staff and pull live member information

• The best thing about Fonteva is that it is on the Salesforce platform
• Having the ability to configure the AMS with Salesforce has been a dream come true for us
• In regards to Fonteva itself, I really like the flexibility it provides in solving business solutions as well as the amount of time saved with basic management of association management
• My staff really loves Salesforce/Fonteva and that wasn't the case for our legacy platform
• With staff buy-in, we're able to get a lot done now with our AMS

Software is easy to use and has lot of flexibility to tailor it as per the association needs

Users can adapt functions in meaningful ways to fit their business needs without a lot of admin or other support

• Ease of use
• We needed a product that would work with our business model which is unlike regular membership processes

• We conducted an in-depth search and review to evaluate and select an Association Management Software (AMS) for our medium sized Association
• There are a variety of reasons as to why we selected Fonteva, but to summarize here are our main reasons for selecting this product
• 1
• User Experience - The SF Lightning and Fonteva user experience for our end users is clean, simple, and easy to learn
• The flexibility it offers is clear and concise to staff and will make their day to day work much more efficient
• The system is highly configurable
• 2
• Community Groups - For a chapter based association like ours there will be many benefits to having this feature enabled
• Chapters will have a variety of accessible features that our current AMS doesn't easily offer
• 3
• Integration - We use a wide variety of other software to run our organization
• Salesforce and Fonteva's ability to connect with and integrate is simple and cost efficient
• I highly recommend this a solution for your Association

• As a developer / technical consultant, when a customer is mentioning use cases involving "customer engagement" or "organize our member base" the first product that comes to mind is Fonteva
• This product easily saves me months of development for a product that I couldn't even compete with
• Just like you don't want to build your own cloud based CRM product, why build your own customer engagement Salesforce functionality, when someone already did it cheaper, better, less buggy, and with a technical support team
• Choosing Fonteva's software is often a no-brainer for my team and my customers
• As a bonus it fills in the (many) gaps left behind by the Service Cloud that Salesforce hasn't built yet
• And it saves me on the budget for when customers have big ideas

• With a big set of modules which can perform virtually everything you need to manage in the right way the customer support and the relationship with clients and costumers
• Fonteva for Associations present a big range of features: members, events management, communities, estores, committees, accounting, online fundraising, mobile, education, collaboration, dashboard and reports
• All these features allows you to perfom and set your bussines in the best possible way and get the most of every inversion or event you do