The Salesforce platform offers a rich set of features to support Advancement and Alumni Relations. In this interactive roundtable discussion, we will talk about the technical benefits and challenges of deploying the Salesforce in Higher Ed and open up the session for audience contribution/participation. The goal is to share experiences so as to accelerate the deployment of Salesforce and learn from the innovations introduced by peers.

1. Best Practices: Salesforce for Advancement
and Alumni Relations

2. Susan Tobes
Higher Education Director
ACF Solutions
@susiet999

3. ACF Solutions
ACF
Solu)ons
is
a
Salesforce
Founda)on
Partner
bringing
innova)ve
solu)ons
to
the
na)on’s
most
impac<ul
higher
educa)on
ins)tu)ons.

4. Salesforce for Advancement
• Why Salesforce for Advancement?
• What’s important to your institution?
• Demo a few key features and functionality
• Questions and Answers
First Last Name
Title

5. One constituent – one record

6. System adapts to your unique processes

7. Empowers user efficiency and success

8. Access when and where you want it

9. Alumni engagement

10. Innovation and Evolution

11. What are the biggest challenges
at your institution?

12. Mass
Email
&
Social
Listening
Salesforce
for
Advancement
&
Alumni
Rela9ons
–
Typical
configura9on
New
system/
exis)ng
integra)on
Exis)ng
system
/
custom
integra)on
Reunion
Events
Fundraising
&
Simple
Events
communi)es
configura)on
&
customiza)on
Finance
SIS
other
apps
Other
Campus
Systems

13. Demo