Best practices salesforce for advancement and alumni relations%0 b

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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.

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Best practices salesforce for advancement and alumni relations%0 b

  1. 1. Best Practices: Salesforce for Advancement and Alumni Relations
  2. 2. Susan Tobes Higher Education Director ACF Solutions @susiet999
  3. 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. 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. 5. One constituent – one record
  6. 6. System adapts to your unique processes
  7. 7. Empowers user efficiency and success
  8. 8. Access when and where you want it
  9. 9. Alumni engagement
  10. 10. Innovation and Evolution
  11. 11. What are the biggest challenges at your institution?
  12. 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. 13. Demo

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