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
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 |