Fonteva Upgrade Checklist
The latest updates with Fonteva 20 Spring Release are equipped with enhancements and features to effectively manage associations and nonprofits. This release focuses on organization-wide enhancements including:
Associations
End of Year Salesforce Budget Review
While searching for cost-savings within your Salesforce budget, consider the Total Cost of Ownership (TCO). Join us as we help you calculate what your actual costs are – to manage and maintain Salesforce and solutions to save costs.
Defend Against Data Phishing
Your members and donors trust that you keep their information safe and secure. With new threats targeting your databases and IT platforms, you can mitigate against threats and reassure your key stakeholders that data safety is a priority.
Salesforce Integration with LMS
Historically, many associations keep their Learning Management System outside of their AMS. While many organizations have ramped up their learning programs, there is a great need to have better record-keeping and analytics to improve programs, increase non-dues revenue and use data to better market to members and nonmembers.
Data Migration – The Smart Way
Data migration is much more than just moving one set of records from one system to another. Migration mismanaged can lead to data corruption and affect the integrity of your system. Join Aplusify as we discuss…
Latest Salesforce Release
Winter ’21 has just released and comes up with some exciting features like Dynamic forms/actions and some exciting reporting features. Join our speaker Neeraj Garg, COO at Aplusify, as he discusses the most valuable insights of both these release boxes and what nonprofits and associations should do to make the most out of the latest updates both in Winter 21 and Summer 20.
Optimizing Your AMS
Whether your association management system (AMS) is brand new or many years old, there are steps you can take to get the most from it. Wes Trochlil, president of Effective Database Management, will take you through a “checklist” of activities you can apply immediately at your organization to improve the value and usefulness of your current system and data.
Salesforce® Reporting: Creating Complex Reports and Maximizing Data Accuracy
Report creation is not always as easy as flipping the switch. Organizations want information beyond basic summary reports. The ability to generate advanced, intricate, and analytical reports is critical for organizations.
Salsa & Salesforce
In the first part of this series, you heard from Rachel Slatterly with Salsa talk about how to maximize your fundraising with key features in Salsa . Rachel will be joining Neeraj Garg with Aplusify as we continue the discussion with a more technical viewpoint.
Recognizing the Supporter Life Cycle and How You Can Manage It
Take some time out of your day to learn about how all of your supporters, whether they are one-time or sustaining donors, volunteers, or advocacy action takers, go through a life cycle with your organization.
