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

Standard Journeys

Admissions

Clearance

Student Success

Advancement

Work-Based Learning

 

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 BuildingXXX
SIS IntegrationXXX
Data MigrationXXX
Training & AdoptionXXX
Mobile Experience   
PardotXX 
Marketing Cloud  X
Extra Apps XX
Schedule a Consultation

Advancement Packages

 Economy
Class		Business
Class		First
Class
Journey BuildingXXX
SIS IntegrationXXX
Data MigrationXXX
Training & AdoptionXXX
Mobile Experience   
PardotXX 
Marketing Cloud  X
Extra Apps XX
Schedule a Consultation

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