What Is a Quick Start Suite?
Our Quick Start packages can be selected ala carte and are available in Standard & Premium, providing a modular, flexible approach to implementations. Each Suite includes detailed data entry procedures and all of the associated fields, picklists and information needed to manage your business processes. We have also added lots of customized workflows, automations, reports, dashboards, security profiles, and key performance indicators adapted to your organization’s goals and metrics. We have even bundled artificial intelligence providing the guidance needed for 21st Century fundraising.
The easy, affordable way to quickly get into Salesforce for Advancement Organizations
Each Quick Start Suite (QSS) includes:
- Reliable legacy features and data: We have created detailed data entry procedures to ensure that you can enter all of the information that a sophisticated Advancement office traditionally manages. All of the proven tools that worked in the 90s – like LYBUNTs, First Decade Society(GOLD) and Fundraising Pyramids – are available and easy to manage within Salesforce.
- Efficiency: We have added extensive reports, dashboards, workflows and automation to make sure that your technology is an aid in managing your goals and allows your team to be more productive. Manual entry with small teams can feel impossible to maintain. Our solution automates your actions based upon your specific fundraising strategies.
- Effective: 21st Century Fundraising is competitive. We added strategic indicators, proven customizable formulas and metrics, predictive models, and Artificial Intelligence to ensure that your team is successful. Our reports, dashboards, and other alerts come straight to your email, as well as being available online, and provide you with up-to-date tracking on all of you and your team’s goals.
What Is a Quick Start Suite?
Our Quick Start packages can be selected ala carte and are available in Standard & Premium, providing a modular, flexible approach to implementations. Each Suite includes detailed data entry procedures and all of the associated fields, picklists and information needed to manage your business processes. We have also added lots of customized workflows, automations, reports, dashboards, security profiles, and key performance indicators adapted to your organization’s goals and metrics. We have even bundled artificial intelligence providing the guidance needed for 21st Century fundraising.
Each Quick Start Suite (QSS) includes:
- Reliable legacy features and data: We have created detailed data entry procedures to ensure that you can enter all of the information that a sophisticated Advancement office traditionally manages. All of the proven tools that worked in the 90s – like LYBUNTs, First Decade Society(GOLD) and Fundraising Pyramids – are available and easy to manage within Salesforce.
- Efficiency: We have added extensive reports, dashboards, workflows and automation to make sure that your technology is an aid in managing your goals and allows your team to be more productive. Manual entry with small teams can feel impossible to maintain. Our solution automates your actions based upon your specific fundraising strategies.
- Effective: 21st Century Fundraising is competitive. We added strategic indicators, proven customizable formulas and metrics, predictive models, and Artificial Intelligence to ensure that your team is successful. Our reports, dashboards, and other alerts come straight to your email, as well as being available online, and provide you with up-to-date tracking on all of you and your team’s goals.
Full list of Available Business Process Quick Start Suites
- Biographical Management
- Gift Processing
- Corporation & Foundation Fundraising
- Annual Giving & Appeals
- Major Gifts, Contact Reports & Portfolios
- Prospect Research & Management
- Donor Relations
- Stewardship
- Planned Gifts
- Volunteer Management
- Membership
- Events Management & Special Events
- Alumni Relations, Parent Programs, & Engagement
- Donor Communications, Marketing, & Pardot
- Board Management
- Campaign Management
- Online Giving & Payment Processing
- Career Services & Networking
- Phonathon
- Communities
- Financial, General Ledger, & Special Reports
Full list of Available Business Process Quick Start Suites
- Biographical Management
- Gift Processing
- Corporation & Foundation Fundraising
- Annual Giving & Appeals
- Major Gifts, Contact Reports & Portfolios
- Prospect Research & Management
- Donor Relations
- Stewardship
- Planned Gifts
- Volunteer Management
- Membership
- Events Management & Special Events
- Alumni Relations, Parent Programs, & Engagement
- Donor Communications, Marketing, & Pardot
- Board Management
- Campaign Management
- Online Giving & Payment Processing
- Career Services & Networking
- Phonathon
- Communities
- Financial, General Ledger, & Special Reports
A DIFFERENT APPROACH
Devised for higher education and non-profit organizations, based on decades of experience and customer feedbackÂ
- Shorter Project Timelines – Your system can be live within 90 days.
- Modular by Design – Get only the buisness processes you need now but maintain the option to easily add more later.
- Simplified pricing, with no yearly investment.
- Each package comes with hours dedicated to molding the solution to your organization.
A DIFFERENT APPROACH
Devised for higher education and non-profit organizations, based on decades of experience and customer feedbackÂ
- Shorter Project Timelines – Your system can be live within 90 days.
- Modular by Design – Get only the buisness processes you need now but maintain the option to easily add more later.
- Simplified pricing, with no yearly investment.
- Each package comes with hours dedicated to molding the solution to your organization.
Features and Benefits
Supercharge Your Major Gift Officers
Sleek combines the power of Salesforce with industry best practices and 21st Century fundraising features, metrics, and automation to provide your team quick and easy tools for managing contact reports, trip planning, portfolios, engagement benchmarks and pipelines.
- Reports & dashboards for each fundraiser which easily roll up into management reports.
- Mobile-ready design – Enter data from anywhere on any device.
- Utilize mobile voice activation to dictate detailed messages or navigate to mobile accessible dashboards
Our Quick Start Suites fundraising solution provides your team everything they need with a one-time investment – no yearly licensing cost for our technology.
Harness the power of Salesforce for your fundraising team – with our proven formulas baked in.
Features and Benefits
Supercharge Your Major Gift Officers
Sleek combines the power of Salesforce with industry best practices and 21st Century fundraising features, metrics, and automation to provide your team quick and easy tools for managing contact reports, trip planning, portfolios, engagement benchmarks and pipelines.
- Reports & dashboards for each fundraiser which easily roll up into management reports.
- Mobile-ready design – Enter data from anywhere on any device.
- Utilize mobile voice activation to dictate detailed messages or navigate to mobile accessible dashboards
Our Quick Start Suites fundraising solution provides your team everything they need with a one-time investment – no yearly licensing cost for our technology.
Harness the power of Salesforce for your fundraising team – with our proven formulas baked in.
Flexible and Robust Gift Entry
As the core of the fundraising and engagement processes, there is nothing more important than a solid platform for gift and pledge management activities
We put gift entry as a top priority and our Quick Start Suites focus on improving the efficencies of the Gift Processing team.
Highlights include:
- Easy receipting directly from the Account.
- Processing credit cards within PCI compliancy directly in Salesforce.
- Managing Gift Agreements with streamlined workflows.
- Viewing and updating donor biographical data within a gift batch.
- Store relevant documents directly on the gift or pledge.
- Ensure your large or complex gifts are entered correctly using built-in approval processes.
- Extensive reports, dashboards, and automations for your team.
- and much more – contact us for a demo
Flexible and Robust Gift Entry
As the core of the fundraising and engagement processes, there is nothing more important than a solid platform for gift and pledge management activities
We put gift entry as a top priority and our Quick Start Suites focus on improving the efficencies of the Gift Processing team.
Highlights include:
- Easy receipting directly from the Account.
- Processing credit cards within PCI compliancy directly in Salesforce.
- Managing Gift Agreements with streamlined workflows.
- Viewing and updating donor biographical data within a gift batch.
- Store relevant documents directly on the gift or pledge.
- Ensure your large or complex gifts are entered correctly using built-in approval processes.
- Extensive reports, dashboards, and automations for your team.
- and much more – contact us for a demo
Maximize the Impact and ROI of Your Communications Efforts
Fundraising has become extremely competitive and no longer lends itself to mediocre – vanilla – outreach. Understanding your donors and prospects is essential to building out the right journeys for your communication efforts and solicitations.
Buried within your data are insights indicating how your donors are connected to your organization and what motivates them to become engaged and, ultimately, give. Unlocking and codifying the essential details is our focus with our Quick Start Suite for Alumni Relations and Engagement.
Highlights include:
- Built-in predictive models which can be extended and customized to all areas of engagement.
- Detailed data entry procedures to ensure all of the pertinent legacy information is captured
- Tools to support your teams’ transition to 21st century fundraising using Artificial Intelligence and automation.
- Multi-touch attribution & ROI reporting to provide insight into which engagement campaigns contributed to a gift and which campaigns are most efficient.
- Marketing automation to empower your communications team to scale-up sophisticated, 21st century engagement campaigns across different communication channels.
Maximize the Impact and ROI of Your Communications Efforts
Fundraising has become extremely competitive and no longer lends itself to mediocre – vanilla – outreach. Understanding your donors and prospects is essential to building out the right journeys for your communication efforts and solicitations.
Buried within your data are insights indicating how your donors are connected to your organization and what motivates them to become engaged and, ultimately, give. Unlocking and codifying the essential details is our focus with our Quick Start Suite for Alumni Relations and Engagement.
 Highlights include:
- Built-in predictive models which can be extended and customized to all areas of engagement.
- Detailed data entry procedures to ensure all of the pertinent legacy information is captured
- Tools to support your teams’ transition to 21st century fundraising using Artificial Intelligence and automation.
- Multi-touch attribution & ROI reporting to provide insight into which engagement campaigns contributed to a gift and which campaigns are most efficient.
- Marketing automation to empower your communications team to scale-up sophisticated, 21st century engagement campaigns across different communication channels.
Why Choose Sleek?
Our team of Advancement professionals has more than 300 years of industry experience with a solid focus on Advancement Operations and gift processing.
We are experts in the Salesforce Ecosystem – and in gift processing. We know gift processing can be complex and challenging because of the numerous, sophisticated income streams coming into an organization, each which need to be counted and recorded in a specific way, and and the varied and, often, daily reporting that is demanded by outside stakeholders: Finance, Board, Leadership/Deans/VPs.
Leveraging the Salesforce platform’s inherit flexibility with Sleek’s total Advancement implementation expertise – which includes Prospect Research/Management, Annual Giving, Events, Volunteers, Alumni Engagement, and Reports and Dashboards – means we can partner with you to implement and customize your Salesforce instance to your specifications with custom objects, fields, layouts, integrations, and automations.
Why Choose Sleek?
Our team of Advancement professionals has more than 300 years of industry experience with a solid focus on Advancement Operations and gift processing.
We are experts in the Salesforce Ecosystem – and in higher ed gift processing. We know gift processing can be complex and challenging because of the sophisticated and numerous income streams coming into an organization that have to be counted and recorded in a specific way, and the varied and often daily reporting that is demanded of them by outside stakeholders: Finance, Board, C-Suite/Deans.
Leveraging the Salesforce platform’s inherit flexibility with Sleek’s total Advancement implementation expertise – which includes Prospect Research/Management, Annual Giving, Events, Volunteers, Alumni Engagement, and Reports and Dashboards – means we can partner with you to implement and customize your Salesforce instance to your specifications with custom objects, fields, layouts, integrations, and automations.
Salesforce Partners
We believe embracing change is the best way forward, and that the benefits of the 4th industrial revolution aren’t limited to for-profit institutions and corporate enterprises. We believe its possible for non profits and higher education institutions to embrace change and prosper, by integrating the rapid development cycle of Salesforce.
That’s why we’ve partnered with Salesforce.com and Salesforce.org to ensure we provide you with the expertise and resources necessary to make that transition to Salesforce smoothly and successfully.
Salesforce Partners
We believe embracing change is the best way forward, and that the benefits of the 4th industrial revolution aren’t limited to for-profit institutions and corporate enterprises. We believe its possible for non profits and higher education institutions to embrace change and prosper, by integrating the rapid development cycle of Salesforce.
That’s why we’ve partnered with Salesforce.com and Salesforce.org to ensure we provide you with the expertise and resources necessary to make that transition to Salesforce smoothly and successfully.
CLIENT STORIES
CLIENT STORIES
Get in touch!
Interested in learning more about what’s included in our Quick Start Suites or want to schedule a demo? Complete the form and we’ll reach out to you. Alternatively, give us a call at 603-642-5594 or send an email to sabreleek@sleekconsulting.com.
Modular Implementations – Choose Only the Buisness Processes You Want
Get in touch!
Interested in learning more about what’s included in our Quick Start Suites or want to schedule a demo? Complete the form and we’ll reach out to you. Alternatively, give us a call at 603-642-5594 or send an email to sabreleek@sleekconsulting.com.