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Navigating Salesforce for Advancement
You hear us talk a lot about Salesforce. If you're unfamiliar, you might get confused hearing us talk about different clouds and how they can empower nonprofits and higher education institutions to optimize their fundraising and engagement business processes. But what...
2024 QSS™ for Education Cloud Showcases/Webinars
Join us for a virtual technology open house! We hope you're as excited as we are about the release of Salesforce's Education Cloud. This will be the only industry-specific solution for educational institutions to include the cutting-edge functionality that some...
20 Fundraising Acronyms
20 Fundraising Acronyms and What They Mean Fundraising can often feel like a labyrinth of abbreviations and jargon, and understanding these acronyms is key to navigating the landscape effectively. From ASL and CRM to ROI and DAF, the Sleek team has demystified these...
20 Tech Treasures That Turn 20 Alongside Sleek
20 Tech Treasures That Turn 20 Alongside Sleek Two Decades of Tech Marvels, and We're Just Getting Started Hey there, tech enthusiasts, history buffs, and curious minds! As we finish out 2023, we're raising our glasses to Sleek Consulting's remarkable 20 years in the...
20 QSS Fun Facts
20 QSS Fun Facts 20 facts Sleek's business analysts want you to know about QSSTo mark our 20th anniversary milestone, we've tapped into the minds of our Business Analysts, unveiling an array of fun facts about the QSS packages they deliver!1. QSS1 - Biographical...
20 Effective Strategies to Unleash the Power of Salesforce
20 Effective Strategies to Unleash the Power of Salesforce A Celebration of 20 Years in Business The realm of nonprofits and education has at least one thing in common with other industries: time and resources are prized commodities. To thrive, it's crucial to...
The Importance of Backing Up Your Data
The Importance of Backing Up Your Data Sleek encourages all of our Salesforce customers to develop a routine data backup strategy as part of their overall data management and security model. Remember that the responsibility for your data backup lies with you. Here are...
How Mock Parallel Provides You the Confidence to Move Forward with an Implementation
How Mock Parallel Provides You the Confidence to Move Forward with an Implementation What is mock parallel? For most organizations, a database transition is a big commitment. If your new system isn't ready on the official go-live date, the financial and opportunity...
On Demand: QSS™ for Education Cloud Showcase/Webinar Recordings
On Demand: QSS™ for Education Cloud Showcase Recordings We hope you're as excited as we are about the release of Salesforce's Education Cloud. This will be the only industry-specific solution for educational institutions to include the cutting-edge...
How Phonathon Becomes a Call, Text, and Email Engagathon in the Digital Age
We're modernizing an age-old solution! While most of your constituents have a mailing address, email address and a cell phone, they all have a preferred way to receive communications from you. Are you equipped to effectively and efficiently engage with them across all...
2024 QSS™ for Education Cloud Showcases/Webinars
Join us for a virtual technology open house! We hope you're as excited as we are about the release of Salesforce's Education Cloud. This will be the only industry-specific solution for educational institutions to include the cutting-edge functionality that some...
Maximize the Return on Your Screening Dollars
Wealth screening tools are a powerful element of the fundraiser's arsenal. But are you using yours the right way? We're sharing strategies to help you screen your donors like a prospect management pro. If you're paying per screening, it's worth taking the time to make...
Digital Interactivity: Engage with Forms, Live Dashboards, and Gamification
What makes someone decide to give you their time or money? How do you increase engagement in our digital world? We want to show you a set of tools designed to get people involved. If one of the most important factors in a donor's decision to give is how much they...
Disrupting Legacy Gift Club Process: Automated, Personalized Engagement and Stewardship
What if you could enhance your donor engagement and stewardship with more personalized touchpoints and reduce the burden for your team? Let your system take your donors on a journey from tailor-made gift asks through to gift club membership and stewardship. At Sleek,...
21st Century Fundraising: Plan for Planned Giving
21st Century Fundraising: Plan for Planned Giving Take the guesswork out of planned giving! Identifying planned gift prospects and picking the right time to solicit a gift has historically been a complex process. It doesn't have to be anymore. We've got an innovative...
21st Century Fundraising: Making Annual Giving Easy
21st Century Fundraising: Making Annual Giving Easy Do you worry that your annual fund team won't reach their fundraising goal? If annual giving is a source of stress at your organization, it's time to consider whether your team has what it needs to fundraise...
Self-Service for Sponsors: Invest in Others Transforms Their Gala
Every year, Invest in Others (IiO), a nonprofit that works to amplify the charitable work of the financial services community, hosts an awards gala to celebrate financial advisors who are making an especially big impact in their communities. Jessica Dunham McLaughlin,...
How a Database Can Tell a Story
Introduction When Brookdale Community College (BCC) found out Raiser's Edge Seven was being phased out, they found themselves at a crossroads. They weren’t particularly happy with their system to begin with. Accessing and extracting data was an arduous task. Nancy...
TSTC Optimizes Scholarship Management
Taking advantage of Sleek's QSS™ (Quick Start Suites), Texas State Technical College Foundation launches a self-service scholarship portal, optimizing the scholarship application process for students and advancement staff alike. Supporting the Texas’ Future Workforce...
Elgin Community College Lights the Way to 21st Century Fundraising
Lighting the Way to 21st Century FundraisingThrough partnership with Sleek, ECC takes advantage of Salesforce’s capacity for automation and customization, giving their Advancement staff more time to focus on the important stuff.Serving a Diverse CommunitySeated in the...
Transitioning to Salesforce: One Piece at a Time
Transitioning to Salesforce: One Piece at a TimeShare thisMillikin University’s Advancement Department is part of a 100-year-old private university in the Higher Education market. Millikin needed to transition well-rooted legacy processes from...
St. George’s School: Slaying the Data Conversion Dragon K-12
St. George's School: Slaying The Data Conversion DragonShare thisSt. George’s School (K-12) is in Middletown, Rhode Island – and is set in an extraordinary place – right on the ocean! Their proximity to the ocean presents many opportunities to...
UCI’s Advancement Department Goes Live Remotely During COVID-19 Pandemic.
Going Live During The Pandemic – UCI Goes Live Remotely With The Salesforce™ PlatformShare this The University of California, Irvine's Advancement Department is part of a large public research university in the Higher Education market. At the...
Salesforce Spring ’24 Release
Salesforce Spring '24 Release HighlightsThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Spring '24 release brings some excellent quality of life changes to the platform. Below you will find...
Salesforce Summer ’23 Release
Salesforce 2023 Summer Release NotesThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Summer '23 release is packed with new features and security measures to enhance your Salesforce...
Salesforce Spring ’23 Release
Salesforce 2023 Spring Release NotesThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Spring ’23 release is packed with new features and security measures to enhance your Salesforce...
Let MGOs Coordinate with the Annual Fund Team on QSS™
Let MGOs Coordinate with the Annual Fund Team on QSS™ Introduction Coordination and personalized engagement play pivotal roles in securing major gifts. At Sleek, we recognize the importance of building relationships that lead to major gifts. That key value is at the...
QSS Updates and Enhancements – December 2023
QSS Updates and Enhancements - December 2023 Campaign Record Type and Page Layout Cleanup Campaigns are a versatile object in Salesforce often used by many different departments/roles. We've revamped our Campaign page layouts and picklist values to make their use more...
On Demand: QSS™ for Education Cloud Showcase/Webinar Recordings
On Demand: QSS™ for Education Cloud Showcase Recordings We hope you're as excited as we are about the release of Salesforce's Education Cloud. This will be the only industry-specific solution for educational institutions to include the cutting-edge...
Navigating Salesforce for Advancement
You hear us talk a lot about Salesforce. If you're unfamiliar, you might get confused hearing us talk about different clouds and how they can empower nonprofits and higher education institutions to optimize their fundraising and engagement business processes. But what...
Self-Service for Sponsors: Invest in Others Transforms Their Gala
Every year, Invest in Others (IiO), a nonprofit that works to amplify the charitable work of the financial services community, hosts an awards gala to celebrate financial advisors who are making an especially big impact in their communities. Jessica Dunham McLaughlin,...
Advancing Advancement Tour with Salesforce and Sleek QSS™
Location Event Details Denver April 18, 2024 Salesforce Tower 17th Street Plaza 1225 17th Street #500 Denver, CO 80202 Agenda: Lunch & Learn11:00 - 11:30am: Breakfast & Coffee at the Denver Salesforce Tower (host Parker Deloye)11:30 - 12:30pm: Kick Off &...
Let MGOs Coordinate with the Annual Fund Team on QSS™
Let MGOs Coordinate with the Annual Fund Team on QSS™ Introduction Coordination and personalized engagement play pivotal roles in securing major gifts. At Sleek, we recognize the importance of building relationships that lead to major gifts. That key value is at the...
Salesforce Spring ’24 Release
Salesforce Spring '24 Release HighlightsThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Spring '24 release brings some excellent quality of life changes to the platform. Below you will find...
On Demand: QSS™ for Education Cloud Showcase/Webinar Recordings
On Demand: QSS™ for Education Cloud Showcase Recordings We hope you're as excited as we are about the release of Salesforce's Education Cloud. This will be the only industry-specific solution for educational institutions to include the cutting-edge...
Navigating Salesforce for Advancement
You hear us talk a lot about Salesforce. If you're unfamiliar, you might get confused hearing us talk about different clouds and how they can empower nonprofits and higher education institutions to optimize their fundraising and engagement business processes. But what...
Self-Service for Sponsors: Invest in Others Transforms Their Gala
Every year, Invest in Others (IiO), a nonprofit that works to amplify the charitable work of the financial services community, hosts an awards gala to celebrate financial advisors who are making an especially big impact in their communities. Jessica Dunham McLaughlin,...
Advancing Advancement Tour with Salesforce and Sleek QSS™
Location Event Details Denver April 18, 2024 Salesforce Tower 17th Street Plaza 1225 17th Street #500 Denver, CO 80202 Agenda: Lunch & Learn11:00 - 11:30am: Breakfast & Coffee at the Denver Salesforce Tower (host Parker Deloye)11:30 - 12:30pm: Kick Off &...
Let MGOs Coordinate with the Annual Fund Team on QSS™
Let MGOs Coordinate with the Annual Fund Team on QSS™ Introduction Coordination and personalized engagement play pivotal roles in securing major gifts. At Sleek, we recognize the importance of building relationships that lead to major gifts. That key value is at the...
Salesforce Spring ’24 Release
Salesforce Spring '24 Release HighlightsThree times each year, Salesforce delivers new and innovative features through their Spring, Summer, and Winter releases. The Spring '24 release brings some excellent quality of life changes to the platform. Below you will find...
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