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
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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