Get ready for the next installment of our webinar series focused on Agentforce, AI, and practical ways to implement these tools in your Advancement CRM!
Our March session builds on our previous topic to dive deeper into the internal AI tools that support smart fundraising and that are currently available on the Salesforce Education Cloud platform.
Sleek VP of Sales and Marketing (and Salesforce whiz) Jason Long is going to focus on these topics in particular:
- Aligning your Major Gift Officer portfolios with AI Tools in Education Cloud
- How Opportunity Scoring, Einstein, Tableau, and Forecasting can enhance the way you assign prospects
If you work in Advancement, you should not miss this. If you’re not currently on Salesforce, be assured that you’ll find value in seeing what cutting-edge tools your peers are implementing to help tackle some of the biggest challenges in 21st-century fundraising.
We look forward to seeing you on Wednesday, March 26th at 1:30 PM Eastern for an interactive, informative presentation on some of the most powerful CRM features currently available!
Jason Long
VP of Marketing and Sales Sleek Consulting LLC
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.
Upcoming Webinars & Replays
Agentic AI for Advancement: Donor Concierges, Fundraising Tools, and Major Gift Insights
Webinar: AI, ChatGPT and Predictive Analytics for Advancement
January 2025 Webinar: Self Service for Constituents
December Webinar: Underutilized Salesforce Features
Webinar: What Your Gift Officers Really Need – Strategies for Supporting Your Fundraising Team
On Demand: QSS™ for Education Cloud Showcase/Webinar Recordings
How Phonathon Becomes a Call, Text, and Email Engagathon in the Digital Age
2024 QSS™ for Education Cloud Showcases/Webinars
Maximize the Return on Your Screening Dollars
Digital Interactivity: Engage with Forms, Live Dashboards, and Gamification
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Sleek Consulting, LLC
158 Main St, Kingston, NH 03848
(603) 642-5594
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