Advancement

A Comprehensive Implementation Journey to Support Alumni Relations and Fundraising Efforts

Ready to grow your donor base and re-engage your alumni? Embark on our Advancement Journey to elevate your team’s tools and processes using the world’s leading CRM.

We know what it takes to implement a tailored Advancement CRM on the Salesforce platform that gives your team the tools needed to grow your donor base, solicit more gifts, implement the alumni engagement strategy you’ve always envisioned, and dramatically improve and automate operations.

 

Functionality:

  • Multi-Channel Marketing Capability
    • Pardot or Marketing Cloud
    • Advertising and/or Social Studio
    • Integrated Texting
  • Processes Supported:
    • Alumni Engagement
    • Moves Management
    • Online Events & Donations if Desired
    • Gift Processing
  • Bi-Directional SIS Integration
  • Dashboards & Analytics
  • Donation Summaries & Rollups

Typical Timeline

Services Included

DiscoveryDiscovery
DesignDesign
Solution BuildSolution
Build
Data MigrationData
Migration
IntegrationIntegration
Training and AdoptionTraining &
Adoption
Project ManagementProject
Management

Advancement Packages

  Economy
Class
Business
Class
First
Class
Journey Building X X X
SIS Integration X X X
Data Migration X X X
Training & Adoption X X X
Mobile Experience      
Pardot X X  
Marketing Cloud     X
Extra Apps   X X

Advancement Packages

  Economy
Class
Business
Class
First
Class
Journey Building X X X
SIS Integration X X X
Data Migration X X X
Training & Adoption X X X
Mobile Experience      
Pardot X X  
Marketing Cloud     X
Extra Apps   X X

Don’t see a perfect fit? Need to start smaller? Have a unique use case? Contact us to chat and tailor your journey!