Join us for a virtual technology open house!

 

We hope you’re as excited as we are about the release of Salesforce’s Education Cloud. This will be the only industry-specific solution for educational institutions to include the cutting-edge functionality that some of the most complex and prestigious commercial institutions in the world rely on. It’s cutting edge CRM technology to support advancement. And with QSS™, getting onto Education Cloud couldn’t be more easy or economical.

To celebrate the launch of QSS™ for Education Cloud, we’re hosting a virtual showcase in which we’re going to share some of our favorite aspects of Education Cloud and QSS™ for Education Cloud and exchange ideas with industry professionals. Find more details and register below!

Upcoming Virtual Showcases and Advancement Webinars:

QSS™ for Education Cloud

Education Cloud represents Salesforce’s commitment to providing educational institutions the latest and greatest in CRM technology. We’re thrilled to be partnering with Salesforce to modernize and optimize the way you conduct business. A purpose-built platform to support all your advancement business process is just the start. Within each functional area, QSS™ for Education Cloud provides automations, advanced functionality based on AI/BI, reports, dashboards, and more—all informed by decades of higher education experience and best practices. QSS™ for Education Cloud’s implementation packages also include user enablement training, quick reference documentation, and hours dedicated to working with our expert business analysts to create bespoke functionality tailored to your needs.

We hope you’ll join us, ask questions, and share your thoughts about this exciting new offering!

Session 7

June 18th

2:00 – 3:00 PM EST

 

Agenda:

  • Gift processing deep dive
  • Enter gifts on dynamic forms and display only the relevant fields for different gift types
  • Review incoming online gifts and make changes before committing to records
  • View and update donor information in gift entry interface
  • Flexible batching to meet needs of accounting office
  • Campaign and Fundraisers Leveraging Gift Automation

Session 6

April 24th

2:00 – 3:00 PM EST

Events Management Deep Dive

Request recording

Session 5

March 20th

2:00 – 3:00 PM EST

Online Giving Deep Dive

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Session 4

February 21st

2:00 – 3:00 PM EST

Scholarship Portal and Fund Management

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Session 3

January 17th

2:00 – 3:00 PM EST

Stewardship and Donor Relations Deep Dive

(with special guest Justin Barss, President of Apsona)

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Session 2

December 19th

3:00 – 4:00 PM EST

QSS™ for Ed Cloud Advancement Tools Deep Dive

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Session 1

November 29th

1:00 – 2:00 PM EST

Intro to QSS™ for Education Cloud

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Who’s presenting?

Jason Long

VP of Sales and Marketing
Sleek

Jason Long

Jason Long began working in Advancement at his alma mater, Western Michigan University, in 2011 and oversaw alumni communications, advancement services, gift processing, and web user experience as the Associate VP of Advancement Operations. He led the WMU Advancement transition from legacy data systems to Salesforce in 2018 with attention to improving processes, maximizing return on investment, and minimizing change management needs. As a certified Salesforce Administrator, Jason has experience in leveraging the CRM platform to increase donor participation through collaboration and personalized user experience for online giving, event registration, community development, and marketing outreach. Jason is committed to process improvement and data automations that allow advancement professionals to focus on productivity rather than managing tasks.

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(603) 642-5594

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