Keep in Touch with Alumni
It can be difficult to keep in touch with your alumni. By having a 360 degree view of your alumni, you are empowering everyone in your institution to connect with your alumni more efficiently. Be aware of changes to their address, employment, relationships, and what events they are participating in so each touchpoint is relevant and thoughtful.
Engage in Meaningful Social Conversations
By maintaining easy-to-locate and consistently updated social channels for your alumni groups, you’re giving past students and potential donors the opportunity to connect on their terms. Remaining engaged with your alumni through the social web is one of the best ways to maintain the already strong sense of community, fostering pride in your school that could translate to donor opportunities in the future.
Driving a state-of-the-art gift processing department requires a system optimized for accuracy and efficiency with clear and effective process management. Gift Processing will be at the center of your fundraising success with built-in validation, auditing of batches, work process flows and triggers, data cleaning tools, and state-of-the-art data integration tools.
Stewardship and Prospect Tracking
Enabling your major gift officers means providing them the tools they need whether they are in the office or on the road. From real-time dashboards and 360 degree access to donors’ giving and event attendance history, Salesforce puts donor information at your fingertips. With simple integrations to data sources such as WealthEngine(c) and Data.com, you save time looking for information you need and have more time to cultivate your strongest supporters.
Annual Giving/Appeal Tracking
Annual appeal tracking begins with real-time dashboards and reports that provide your executive team with up-to-date information on the status of your appeals. Build integrated donation landing pages for each appeal and drive reporting with appeal code tracking, build real-time lock box integrations with your financial institution, and drive success with integrated email campaign and event management applications.
Cultivation and fundraising events are the bread and butter of any successful advancement department. With Salesforce, your event team can easily post new events, manage event calendars, track RSVPs, create table seating charts and provide VIP summary reports of attendees. With integrated check-in apps for mobile devices, the latest information and real-time reports are in your hands and your institution’s database.
Platinum App Partner: Advancement Connect
Advancement Connect is the CRM and fundraising solution for constituent centered universities. Offered by roundCorner, it delivers constituent engagement, donor management, online giving, gift processing and event management in a single solution to help your entire organization build and nurture life-long relationships with your alumni and supporters. roundCorner is a Salesforce Platinum ISV Partner, and the exclusive Salesforce.org Platinum App Partner for the Higher Education Advancement market in North America. Visit the AppExchange to learn more.