Advance the mission of the entire institution with an innovative and connected advancement CRM. Engage alumni, streamline fundraising and optimise 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 personalisation, increase fundraising productivity with comprehensive data and streamline operations with intelligent reporting.
Leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programmes, match participants and manage schedules and interactions within the portal.
Powered by AI & Data Cloud, Alumni Engagement Insights enable alumni relations teams to easily visualise key metrics by activity, summarise 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 standardised 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.
Manage and store detailed prospect research data for alumni, donors and households. Track and analyse wealth indicators, philanthropic events, research assessments and key milestones to build a complete picture of your supporters. See every engagement across a supporter’s lifetime and strengthen each relationship.
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 customisable dashboards to track your key fundraising metrics.
Simplify prospect research for major gift success. With Agentforce, fundraisers can get a full picture of a prospect or donor all within the flow of work. With autonomous AI Agents, powered by Agentforce, fundraisers can track and analyse wealth indicators, philanthropic events, research assessments and key milestones allowing staff to redirect their time to fundraising for the mission.
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.
Elevate the Education experience with the #1 CRM for learner and institution success.
Build and customise autonomous AI agents to support your staff and students 24/7.
Make every moment count with data-driven communications delivered throughout the learner lifecycle.
Boost productivity and decision-making institution-wide with AI-powered analytics.
Integrate all your data, systems or AI models to transform your institution and drive lifelong value.
Connect, harmonise and activate data from any system into a complete view of every constituent.
Bring students, faculty and staff together to collaborate and engage from anywhere.
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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Elevate the Education Cloud experience with the #1 CRM for learner and institution success.
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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 optimised 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 personalise engagement and build lifelong relationships across any channel.
Salesforce can help teams leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programmes, match participants and manage schedules and interactions within the portal.
