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 is Salesforce? Out of all of the CRM technologies out there, why did Sleek choose to focus exclusively on Salesforce?
What is Salesforce?
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- The #1 CRM in the World
- More than 50% of Advancement Organizations selected Salesforce during their CRM search
- Cloud-based CRM (Customer Relations Management)
- Powerful platform with many tools for managing internal operations, including reports, dashboards, automated workflows, easy formula fields, AI, and BI
- External engagement tools baked in for managing online giving, events, communities, and many other engagement functions
What does this mean for my Advancement Team?
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- Salesforce is being developed for various industries across the world and leverages the workflows and capabilities to enhance the processes of ALL industries, including Advancement.
- Align yourself with the best user and developer community in the business, the Trailblazer Community, and utilize training resources and expert insights at your own pace.
- Built on trust with status reports, release schedules, and support available 24/7 at trust.salesforce.com
- Glean insights and inform your strategy with real-time or snapshot reports and leverage Analytics and AI to anticipate future trends and tactics your team can employ to meet your goals.
- No need for manual entry, API maintenance, or CSV uploads when your solutions draw from and write to your system of record by building efficiencies and eliminating errors.
Why is the Salesforce Platform different than the other Advancement legacy systems?
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- Legacy systems such as Raiser’s Edge, Millennium, Banner, etc. are databases, not platforms
- Legacy systems are point solutions, not platforms, meaning that you can only create and capture data that is defined by the system
- Salesforce provides and encourages organizations to fully personalize and modernize their CRM to maximize their ROI and gain 3 or more hours back in their day
What does this mean for my Advancement Team?
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- Say goodbye to managing disparate systems and tools. Instead, take advantage of a unified system through which all data from your fundraising, engagement, program management and other operations flows
- Personalize the system to your business processes, not the other way around
- Identify the pain points in your processes and deploy custom automations to replace repetitive tasks
What is Education Cloud?
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- Salesforce invested in Education creating its own Cloud
- Salesforce researched all the industries on Salesforce and identified the best tools that would benefit Education Organization and baked them into Education Cloud
- Salesforce has invested in an Org that can house Advancement data only OR can also house Student data when an organization wants one system for all users
- Read more on Salesforce.org
What does this mean for my Advancement Team?
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- Salesforce is devoting huge resources to developing an Education-specific platform
- You now have access to some of the most cutting-edge CRM functionality that has, until recently, been limited to for-profit industry
Why is QSS for Advancement such a powerful industry solution?
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- QSS bakes the Advancement industry Best Practices into Education Cloud Day #1
- QSS provides 31 specific industry packages including biographical, gift processing, annual giving, major gifts, online giving, peer to peer, phonathon and so much more
- QSS provides your team all the training and documentation to move into Education Cloud very quickly (often 5-9 months – but we have done it in 60 days)
- QSS is modular allowing your team to decide when to implement based upon licensing requirements, resources, and budget
- QSS is a proven methodology providing a flexible and economical approach for Advancement organizations moving into a Modern CRM
- QSS packages are modular Salesforce accelerators for fundraising and engagement
- QSS packages are modular Salesforce accelerators for Advancement
What does this mean for my Advancement Team?
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- You can affordably and effectively get onto the world’s #1 CRM!
- Sleek business analysts walk you through the entire implementation, from planning to data conversion, user training and advanced personalization
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