Marg Fonteva for Associations
Marg ERP 9+
4.6
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Fonteva for Associations
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BOOK A DEMO- Association CRM
- Web Portal
- Events
- eCommerce
- Reports & Dashboards
- Platform
- Association CRM
- Web Portal
- Events
- eCommerce
- Reports & Dashboards
- Platform
Key Specification
| Other Categories: | |
|---|---|
| Deployment: | Cloud Hosted |
| Customer Support: | Business Hours,Online (Ticket) |
| Customization: | No |
| Languages Support: | English |
Who uses Fonteva for Associations
Company Details
- Company Name: Fonteva for Associations
- Headquarter: Arlington, Virginia United States
Fonteva for Associations Description
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User Reviews
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What do you like best?
The fact that it's built on Salesforce CRM.
What do you dislike?
My original glowing review was done during training. We aced the training as admins, and felt at the time this was going to be a great system. This company relies on first impressions for their reviews and offers incentives for reviews which are fluff. Once implemented, however, the honeymoon is over. It takes a long time to implement, you must conform to their software sacrificing functionality that is out-of-the-box in other systems. They claim that the fees are predictable and that the upgrades and installation of the upgrades are free -- both of which are incorrect. The eCommerce system lacks the elements of standard eCommerce best practices. Basic functions such as membership renewals, event registrations, and setting up new subscriptions are labor intensive, tedious, and unreliable. There are some elements in terms of optimization which should be addressed. There are some objects which require switching back to Salesforce Classic, though most elements live inside of Lightning.
Integrations which are normally easy in Salesforce are difficult due to Fonteva's own Custom Objects. They talk a good game, but, in the end, we ended up spending more than anticipated and getting less. Their business model has also changed to rely on 3rd-Party companies for configuration rather than their own team which changes frequently.
Recommendations to others considering the product:
Make sure you are very specific in your RFP about what you need. Make sure that you understand what you get in terms of support and upgrades. Be prepared that your eCommerce experience and setup will be unlike any other system.
What problems are you solving with the product? What benefits have you realized?
We are striving to reduce the barriers to eCommerce for members to join or to purchase items. We are also striving for better UX for members to be able to access their benefits. Finally, we are seeking the easiest possible way to manage our members and non-member community.
What do you like best?
The events module is very good and very robust. I love that end users can transfer paid registration from one contact to another within their org.
The end-user portal is okay and getting better.
E-commerce is reliable. Like that they use Spreedly as an intermediary so you can connect almost any gateway / merchant account to the shopping cart without customizations.
What do you dislike?
Financial and accounting functionality is very bad. They have THE most convoluted data model for invoices I have ever seen that makes everything more complex than it needs to be. Here are the records related to one transaction:
Sales Order
Sales Order lines
Invoice
Invoice lines
Receipt
Receipt lines
Transaction -
Transaction lines
As a result, anything but the simplest of transactions (say returning an overpayment to a customer, or transferring a payment from one invoice to another) involves convoluted series of non-intuitive steps that take easily 10 x longer than in our current CRM which was designed in 2011.
Essentially, the accounting data model is fundamentally flawed. Future enhancements can only put lipstick on this pig.
There is no support to batching transactions for general ledger import
Everything is wide open, there are no data integrity controls out of the box, people can delete or modify posted transactions, you make changes to child objects that change the relationship to the parent, you can edit general ledger accounts after the fact.
There is no integration for ERP systems
Lots of things that you expect to have a standard in a revenue sub-ledger system are not there.
You can't run an Accounts Receivable report to show the balances as of a date in the past.
Membership functionality is limited.
Professional services for implementation are horrible. The company is doing really well with its sales and is not expanding its implementation ability to keep up. They have some good business analysts, but most of them are severely overstretched and unable to really pay attention. Our project manager has 14 other open projects. They make promises and consistently miss them. Our eight-month implementation is actually taking about 20 months. Some of that is due to us, but most of it can be tied to their poor delivery and dramatic over-promising in the sales cycle.
Recommendations to others considering the product:
Don't do it. Don't use any salesforce-based AMS. Salesforce looks really cool, and for many things it is great, but when it comes to association management tasks, it is convoluted and very expensive. Once you are in, you will have to spend way more money than you anticipated to get the desired results. It requires a ton of customization to handle even the most basic tasks that an AMS like iMIS mastered a decade ago.
What problems are you solving with the product? What benefits have you realized?
Customer Relationship Management, customer billing, marketing, ebusiness/shopping cart, customer portal
What do you like best?
Ease of use with certain functions, especially the Batching systems. I also like how easily customizable everything is - from reporting to events, etc.
What do you dislike?
There have been certain bugs and kinks with text formatting and trying to print invoices.
Recommendations to others considering the product:
Make sure you have a solid process in place for implementation and have someone internally that is focused on knowing how everything works.
What problems are you solving with the product? What benefits have you realized?
Realizing that less is more and the system allows us to be more streamlined and efficient.
What do you like best?
There are many robust capabilities on the horizon for us once our foundations within the database are strong. App integrations are much easier than with our previous database. Cloud basis means access is quick and easy from both the office, and a plane on the way to the conference.
What do you dislike?
Intense customization has been required in order to tailor the AMS to our needs, many of which we weren’t expecting. lots of these customizations were built in UAT and didn’t transfer to production successfully, causing delays and hiccups in our go-live. Reporting in Salesforce is always a challenge with their object limitations.
Recommendations to others considering the product:
Be thorough and deliberate with your business users when evaluating nitty gritty needs to make sure that you’re not experiencing mismatch of expectations.
What problems are you solving with the product? What benefits have you realized?
Corporate members across the globe, including hundreds of thousands of employees and hundreds of subsidiary companies, can easily and effectively leverage membership benefits. Our organization can synchronize more centrally and communicate effectively within the AMS. Email marketing tracking is easy on the contact level.
What do you like best?
Fonteva is a flexible AMS where the end users can customize the product to best serve their business needs.
What do you dislike?
We had a few issues with implementation but we have resolved most now (18 months in). I do not like some of the membership functionality for managing individual membership terms and subscriptions. However, we have found work-arounds for our issues to use this system that best serves our overall association.
Recommendations to others considering the product:
It's a great product but it is imperative that you take the time to set it up correctly for your business operations. We rushed through the implementation and were not satisfied with the product at go-live. It has taken almost 18 months and a lot of angry customers to get us where we should have been in the beginning.
What problems are you solving with the product? What benefits have you realized?
We are using Fonteva to manage 100k association members, donors, and corporate partners. We will soon transition in events. The largest benefit is having all parts of our association under one system instead of multiple systems.
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Fonteva for Associations has 1 plans,
- Fonteva for Associations USD 0.00
Fonteva for Associations provides Business Hours,Online (Ticket) support.
Fonteva for Associations is not allowing Free Trial.
Fonteva for Associations provides Help Guides,Blogs for the software training.
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