Salesforce Fundraising Quick Start Suites – An Alternative, Modular, Affordable Way to Implement the Powerful Salesforce CRM for Fundraising and Engagement Teams

Our Quick Start Suites combine industry best practices – based on Sleek Consulting’s more than 300 years of experience – with the powerful & versatile Salesforce Platform to ensure that small to medium-sized organizations have the knowledge and tools they need to be successful.

Our Quick Start Suites contain everything you need to move your organization’s business processes from a legacy system such as Raiser’s Edge, Banner, or Millennium into a modern 21st Century Advancement solution.

Quick Start Suites for Advancement – An Alternative, Modular, Affordable Way to Implement the Powerful Salesforce CRM

Our Quick Start Suites combine industry best practices – based on Sleek Consulting’s more than 300 years of experience – with the powerful & versatile Salesforce Platform to ensure that small to medium-sized organizations have the knowledge and tools they need to be successful.

Our Quick Start Suites contain everything you need to move your organization’s business processes from a legacy system such as Raiser’s Edge, Banner, or Millennium into a modern 21st Century Advancement solution.

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 feedback 

  • 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 feedback 

  • 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

Sleek is just that, a true partner! They have a better understanding of Ellucian Banner than any consultant we have ever worked with. They have gone above and beyond, to ensure our final product is a productive tool to assist in enhancing Alumni engagement. We will work with them again without question.

– Amy Brilley

Director of Information Technology
Millikin University, Decatur, IL

Sleek Consulting has provided excellent support to UCI’s Advancement project on Salesforce for more than three years. Their contribution has been instrumental to ensure successful completion of the project and continued management of our systems.

–Ashish Regmi

Executive Director of Information Management University of California: Irvine Irvine, CA

We are brand new to Salesforce, having been on a legacy system for more than 30 years. After using Sleek for our successful implentation, we needed further help to get up and running. We are an independent boarding school with a very small tech team, none of whom are versed in Salesforce or in Apex. It was on us (there are only two of us!) to navigate our way and to be able to function. Sleek held our hands throughout the process…helping us to learn reports and the ins and outs of gift entry. We had weekly calls and tons of email exchanges. They know their stuff. I don’t know what we would have done without them.

– Cindy Martin

Director Of Advancement Services
St. George’s School
Middleton, RI

Sleek Consulting has been our Salesforce implementation partner, and they have exceeded our expectations on every level of the project.

I would recommend Sleek Consulting to anyone considering adopting the Salesforce platform for their CRM. The Sleek Consulting Team is amazing. Their ability to assist us as a turnkey project has been remarkable. They are fantastic! We are extremely happy with Salesforce and with the wonderful customized implementation Sleek Consulting has provided to meet the unique needs of our medical school.

– Jack Mosser

Associate Dean for Development
WMU Homer Stryker M.D. School of Medicine, Kalamazoo, MI

CLIENT STORIES

Sleek is just that, a true partner! They have a better understanding of Ellucian Banner than any consultant we have ever worked with. They have gone above and beyond, to ensure our final product is a productive tool to assist in enhancing Alumni engagement. We will work with them again without question.

– Amy Brilley

Director of Information Technology
Millikin University, Decatur, IL

Sleek Consulting has provided excellent support to UCI’s Advancement project on Salesforce for more than three years. Their contribution has been instrumental to ensure successful completion of the project and continued management of our systems.

–Ashish Regmi

Executive Director of Information Management University of California: Irvine Irvine, CA

We are brand new to Salesforce, having been on a legacy system for more than 30 years. After using Sleek for our successful implentation, we needed further help to get up and running. We are an independent boarding school with a very small tech team, none of whom are versed in Salesforce or in Apex. It was on us (there are only two of us!) to navigate our way and to be able to function. Sleek held our hands throughout the process…helping us to learn reports and the ins and outs of gift entry. We had weekly calls and tons of email exchanges. They know their stuff. I don’t know what we would have done without them.

– Cindy Martin

Director Of Advancement Services
St. George’s School
Middleton, RI

Sleek Consulting has been our Salesforce implementation partner, and they have exceeded our expectations on every level of the project.

I would recommend Sleek Consulting to anyone considering adopting the Salesforce platform for their CRM. The Sleek Consulting Team is amazing. Their ability to assist us as a turnkey project has been remarkable. They are fantastic! We are extremely happy with Salesforce and with the wonderful customized implementation Sleek Consulting has provided to meet the unique needs of our medical school.

– Jack Mosser

Associate Dean for Development
WMU Homer Stryker M.D. School of Medicine, Kalamazoo, MI

Your First 10 Licenses Are Free

All eligible organizations receive 10 subscriptions to ‘Sales & Service Cloud Enterprise Edition’ at no cost and get deep discounts on additional subscriptions.

Get Started Today

Your First 10 Licenses Are Free

All eligible organizations receive 10 subscriptions to ‘Sales & Service Cloud Enterprise Edition’ at no cost and get deep discounts on additional subscriptions.

Get Started Today