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Webinar on Demand

From the Ground Up: How Florida Poly Built Its Advancement Operation

Florida Polytechnic University had the unique opportunity to start from scratch, and this webinar recording will focus on the process and decision making that went into preparing a Customer Relationship Management system to give the Advancement Team a way to track, report, and utilize data to effectively support the university.

From the viewpoint of the end user focused on stewardship, prospect research, grant writing, and Alumni Relations, Laura Schumacher shares how Florida Poly is utilizing Salesforce throughout the student journey from recruitment to graduation and beyond.

Watch to learn:

  • What customizations can be implemented to allow for a connected campus from the Advancement point of view
  • How to use different tools for engagement, marketing, and development
  • What data and reporting can be used to track stewardship, solicitations, and donations

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