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 functionality that some of the most complex and prestigious commercial institutions in the world rely on. It’s cutting edge CRM technology to support advancement. And with QSS™, getting onto Education Cloud couldn’t be more easy or economical.

To celebrate the launch of QSS™ for Education Cloud, we’ve been hosting a monthly virtual showcase in which we share some of our favorite aspects of Education Cloud and QSS™ for Education Cloud and exchange ideas with industry professionals. To access recordings of past sessions, fill out the form below!

Get Caught Up: Past QSS™ for Education Cloud Showcases

Education Cloud represents Salesforce’s commitment to providing educational institutions the latest and greatest in CRM technology. We’re thrilled to be partnering with Salesforce to modernize and optimize the way you conduct business. A purpose-built platform to support all your advancement business process is just the start. Within each functional area, QSS™ for Education Cloud provides automations, advanced functionality based on AI/BI, reports, dashboards, and more—all informed by decades of higher education experience and best practices. QSS™ for Education Cloud’s implementation packages also include user enablement training, quick reference documentation, and hours dedicated to working with our expert business analysts to create bespoke functionality tailored to your needs.

We’ll be hosting QSS™ for Education Cloud showcases once a month through 2024.

Session 1

November 29th

   Agenda:

  • Kickoff by Salesforce’s Chris Clark
  • Introduction to Salesforce Education Cloud and Sleek’s Quick Start Suites (QSS™)
  • 360°-view of alumni and all your constituents, including timelines and relationship tracking
  • Sneak peek into gift processing, reporting, and crediting

Session 2

December 19th

   Agenda:

  • Deep dive into innovative advancement tools on Education Cloud
  • Featured QSS™ for Education Cloud enhancements; automation, industry best practices, and more

Session 3

January 17th

 

Agenda:

  • Special guest: Justin Barss, President, Apsona
  • Innovative QSS™ Stewardship and Donor Relations business processes
  • Tracking fund data for stewardship: donors, scholarship recipients and other awardees, internal stakeholders, named spaces and much more
  • Dynamic acknowledgements automatically linked to gifts for easy review by Advancement team of what went out and when

Session 4

February 21st

Agenda:

  • State-of-the-art scholarship application portal on QSS™ for Education Cloud
  • Stewarding scholarship donors: impact reports, coordinating student Thank You letters
  • Tracking scholarship recipients and their awards
  • Managing Endowed and Annual Scholarship funds

Session 5

March 20th

Agenda:

  • End-to-end online giving experience on a modern platform
  • Increase pledge fulfillment rates with seamless, personalized self-service center for donors
  • Create attractive campaign-specific giving pages with ease
  • Automate your gift processing to eliminate manual entry, duplicate records, and make reconciliation a breeze

Session 6

April 24th

Agenda:

  • Comprehensive events management solution
  • Free and paid event registration with donation option
  • Sponsor registration self-service (golf teams as example)
  • Visual tabling–group sponsors and distribute guests

Session 7

June 18th

Agenda:

  • Gift processing deep dive
  • Enter gifts on dynamic forms and display only the relevant fields for different gift types
  • Review incoming online gifts and make changes before committing to records
  • View and update donor information in gift entry interface
  • Flexible batching to meet needs of accounting office
  • Campaign and Fundraisers Leveraging Gift Automation

 

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