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
Disrupting Legacy Gift Club Process: Automated, Personalized Engagement and Stewardship
21st Century Fundraising: Plan for Planned Giving
21st Century Fundraising: Making Annual Giving Easy
21st Century Fundraising: Personalized Communication at Scale
21st Century Fundraising: Know Your Naming Opportunities
21st Century Fundraising: Creating Donor Honor Rolls on the Fly
Integrated Email Communications: A 21st Century Approach
Boost Your Reporting Power with Tableau Integration
Direct Mail: Start Looking at Your Appeals from Your Donor’s Perspective w/ Paul Barry of Cape Cod Mail Group
Jumpstart Your Fundraising Operation Through Integration w/ Frank Choi
Connect With Us.
Sleek Consulting, LLC
158 Main St, Kingston, NH 03848
(603) 642-5594
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