Fonteva

We are a certified implementation services partner for the leading Salesforce CRM-based AMS, Fonteva.

Do words like membership renewals, deferrals, events, member directories, PAC, or advocacy speak to you? We understand! Since 2014, benel Solutions has been a leading partner serving the Association and Non-Profit industries’ unique technology needs.
Worried you are too customized to make the switch? Let benel Solutions show you the art of the possible with our “back to baseline” consulting approach. We have extensive in-house technology experience to ensure implementing the Fonteva AMS software will enhance your organization’s goals with Fonteva’s membership, events, member communities, and more!

Implementation Services

We work alongside our client’s teams to not only meet but exceed your expectations on how seamless an implementation should be. It starts with a thorough System Requirements Analysis to understand your unique business needs and workflow. This ensures your organization is not only building a new platform, but one that is scalable and follows your requirements—not your previous technology—to maximize your return on investment.

Key Components of Our Successful Implementation Plan:

  • Documentation
  • System Requirements Analysis
  • Project Management
  • Cycled Development
  • Ongoing Training
  • Mock Go-Live

Let our team of experts show you how to customize and make your Salesforce experience even more powerful …

  • Nonprofit Success Pack (NPSP)
  • Sales Cloud
  • Marketing Cloud
  • Service Cloud
  • Einstein Analytics
  • Communities
  • Custom Application Development

Project Management

benel Solutions’ follows project management best practices and methodologies put forth by PMI’s PMBOK guidelines and standards. We operate in an Agile environment with two-week sprint cycles, ensuring your implementation and other projects always continue to move ahead.

Data Migration and Data Hygiene

Good, accurate data is the backbone for success when starting off on new platform–think of it as cleaning out your closets before moving into a new home. Do you want to bring the clutter? Probably not! The team at benel Solutions are recognized as experts in the field at extracting and migrating data from many different sources to the Fonteva system. Some of the ways we can help organizations through this transition process include:

  • Data Consolidation and Migration – using an ETL tool to scale and manage large data loads, Salesforce Bulk API to limit API calls
  • NCOA 48-Month Data Hygiene Services
  • Email Hygiene Services

Complimentary Support Services:

  • Monthly customer check-in calls
  • Quarterly technology optimization review
  • 24/7 access to our support ticketing system
benel-Fonteva infographic

Upgrade and Ongoing Support Services

Whether your organization needs a few extra hands from time to time or full-service support, we offer flexible ongoing support packages to keep you moving ahead!

  • Fonteva Upgrade Support – select the best fit for the assistance you need (**link or show the upgrade service offerings).
  • Fonteva Ongoing Support – no mandatory commitments, scale and use as you need.

Complimentary Support Services

  • Bi-weekly or monthly customer check-in calls
  • Quarterly technology optimization review
  • 24/7 access to our support ticketing system

Integrations

Best of breed Integrations to further enhance your Fonteva AMS experience. Not seeing what you need in the AppExchange? Let our team of experts create custom interfaces and web services to push and/or pull data based on your needs. Performance is a key pillar in the development of any integration we create or enhance, which results in a seamless experience for the users.

Training and Managed Services

Can benel Solutions provide coaching on how to best use and leverage Fonteva?

Yes, we can! We offer all types of training and consulting needed to better serve our clients. Our client success is the only way we measure our success. We offer individualized options to help our clients spends less money for a better outcome. Additionally, there are a tremendous amount of valuable online resources and trainings available to Salesforce clients!

  • Organization-specific training
  • Documentation always provided

Ready to harness the power of Fonteva?