Salesforce & Fonteva Solutions


Get Efficient has created unique credentialing tools to support any association certification program.  Our solutions support multiple step programs from the time an application is accepted to certification is awarded.

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  1. Certification Bank:  A complete online certification and credentialing solution.  Certification Bank can help with the administration and management of your certification programs.  It provides a customizable user portal, with a sophisticated back-end which provides dashboards, reports, a communications center and so much more.  The SaaS based service can integrate with your AMS, your LMS, testing center, and other business tools.  Contact us and see a demonstration of this complete credentialing solution.

Salesforce is an awesome tool and loved by all, easy to use, easy to implement, mobile friendly, hosted in the cloud - what else could you want?  EVERYTHING!  Many of our customers have chosen Salesforce as THE platform for their CRM, but enhancing it with add-on applications, custom reports and advanced workflows makes it the only system your organization will ever need.  
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  1. Process Payments for Orders:  We have developed solutions to accept payment for orders through the Salesforce Platform using Salesforce to it's maximum capacity.  We don't replace Salesforce we leverage it!
  2. Invoicing:  Ever wonder why Fonteva's membership management tool doesn't send invoices?  It is because invoicing is unique to all.  Let us help you develop that automated solution. 
  3. Custom Reports and Dashboards:  Reporting can be complicated in Salesforce, but not for us!  We have already developed and automated delivery of many custom reports and dashboards for our customers to track sales, marketing, territory management and many more.  Why re-invent the wheel, call us to see if we have already solved your data retrieval problem.
  4. Custom Workflows and Processes: How much more efficient can you be if your were just notified when something needed to be done?  We have setup easy to complex workflows to aide our customers to stay on top of their workload, tasks and customers.  If you can wish that it happened automatically in Salesforce, we can help your realize it!
  5. Data Migration: Moving your existing data into Salesforce can be time consuming and overwhelming.  We understand the Salesforce database structure and relationships.  We have worked with large and small migrations, from SQL database to Excel spreadsheets, let us take care of the data, we'll load it right, the first time.

Sometimes the Salesforce solution solves many of your needs but may not be the best fit for a specific department or processes.  In these instances we have integrated the following systems with Salesforce for our customers.  This way you can leverage your Salesforce system to it's fullest capacity while reaping the benefits of best in breed applications.
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  1. iMIS: Association Management
  2. NetForum:  Association Management
  3. Raiser's Edge:  Fundraising & Donation Management
  4. SQL Server Reporting Services (SSRS): Reporting 
  5. Blackboard:  Learning Management
  6. Microsoft Dynamics:  Accounting
  7. Custom Website: Single Sign On