Advance the mission of the entire institution with an innovative and connected advancement CRM. Engage alumni, streamline fundraising, and optimize operations to drive an institution-wide strategy. Meet the goals of your institution and communities with trusted AI and intelligence.
Foster deeper donor and alumni relationships through personalization, increase fundraising productivity with comprehensive data, and streamline operations with intelligent reporting.
Leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programs, match participants, and manage schedules and interactions within the portal.
Powered by AI & Data Cloud, Alumni Engagement Insights enable alumni relations teams to easily visualize key metrics by activity, summarize the engagement with actionable next steps and configure the data models to provide alumni teams with the most useful data points.
Foster connections among alumni and across class years and interests to build lifelong relationships. Use standardized templates to create and maintain a consistent look and feel through all interactions within the institution. Build a unified portal for multiple user types like an alumna that is also a returning student or donor.
Store and manage detailed prospect research data for alumni, donors, and households. Relationship Officers and Prospect Researchers can track and analyze wealth indicators, philanthropic events, research assessments, and key milestones to build a complete picture of activity. This long-term view supports continuous research efforts, so that your institution can uncover deeper insights and strengthen relationships based on a lifetime of engagement and activity.
Leverage in-depth biographical, demographic, and relational data to craft effective fundraising campaigns. Get a complete picture of your constituents in one place. Quickly launch campaigns to encourage families, donors, and alumni to get involved and give back. Drive success with customizable dashboards to track your key fundraising metrics.
Easily track the movement and management of donors and volunteers, and monitor ownership transitions between internal teams.
Adjust amounts, dates, and pledge and gift schedules. Stay updated with insights and track your incoming pledges.
Bridge advancement transactions with finance for accurate and efficient financial management.
Record gifts and designate funds with support for third-party payments in single and batch entries.
Get in touch today and our education experts will help you:
The dynamic stack of tools that is the holistic Salesforce ecosystem lets you meet your needs faster and therefore meet the needs of your donors faster.
Chris SpeierVice President and Chief Data Officer, Texas A&M Foundation
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Advancement software enables institutions to manage relationships and improve university fundraising at scale. It is critical to drive fundraising, build affinity and engagement among alumni.
Advancement software helps advance the mission of the entire institution and transform student lives. By deepening engagement and gathering constituent information, advancement offices benefit from streamlined fundraising and optimized operations.
The best higher ed marketing software enables institutions to maintain a unified view of every constituent and harness the power of AI, so they can personalize engagement and build lifelong relationships across any channel.
Salesforce can help teams leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programs, match participants, and manage schedules and interactions within the portal.
