Advancement teams are embracing AI, Agents and automation to work smarter, are you ready to see how? We’re bringing the insights straight to you!
Join QSS™ Product Manager Trevor Underwood and special guests Jonathan Ahrens (Manager, Salesforce Administration & Business Intelligence, Occidental College) and Rick Houston (Senior Director of Advancement Services and CRM, Gordon College) for an in-depth discussion on how Agentic is transforming advancement strategies.
What You’ll Gain from This Webinar:
✅ A Smarter CRM for Advancement – See how a modern CRM with built-in AI empowers advancement teams to work more efficiently and strategically.
✅ Agentforce: Your VIP Donor Concierge – Learn how Agentforce, Salesforce’s AI-powered assistant, helps personalize donor engagement like never before.
✅ Reimagining Core Advancement Processes – Discover innovative ways to optimize your foundational business workflows and drive better results.
This session is perfect for advancement leaders, CRM admins, and anyone looking to maximize efficiency, deepen donor relationships, and future-proof fundraising efforts.
Webinar Host:
Trevor Underwood – Sleek QSS™ Product Manager
Trevor has been combining Advancement know-how with technical expertise on the Sleek team since 2023.
As Product Manager, he’s leading the charge when it comes to translating AI functionality into tangible, useful tools for our higher education and nonprofit customers. Always searching for new ways to get more value out of Salesforce and Education Cloud, Trevor is determined to keep developing QSS™ as the premier Advancement CRM toolset.
Special Guests:
Rick Houston
Senior Director of Advancement Services
Gordon College
Jonathan Ahrens
Manager Salesforce Administration & Business Intelligence
Occidental College
Upcoming Webinars & Replays
AI Tools for Portfolio and Prospect Management on Education Cloud
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
Connect With Us.
Sleek Consulting, LLC
158 Main St, Kingston, NH 03848
(603) 642-5594
©2019 Sleek Consulting LLC. All rights reserved.