Are any member-based organizations using Salesforce to manage memberships, renewals, and invoicing? We currently use a managed package called Fonteva to support our members but want to hear from organizations that have been successful using other solutions. Is anyone willing to share their successes and challenges with Salesforce on its own or with other solutions for member management?
1. In your opinion, do the available managed packages (Fonteva or Nimble AMS) offer anything that you must have and can’t achieve with Salesforce declarative configuration options? If so, how did you fill these gaps? How much custom programmatic work was required to meet your needs?
2. What do you wish you had known when deciding on your approach?
3. Knowing what you know now, would you still make the same decision today?
We also utilize Fonteva since 2016. As early adopters of Fonteva we had a lot of customization built out during our implementation and have been working toward undoing some of that customization as Fonteva progresses.
I'm curious as to where you are now 4 years later on your journey with Fonteva. We are often on the lookout for comparing alternative solutions to Fonteva. One we are considering looking at is Advanced Communities. I'm actually very surprised that there isn't more of a conversation from Salesforce customers on membership management options built native to the platform.
I'm happy to answer your original questions if you still have interest in those answers!
