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Artificial Intelligence is helping people in almost every industry work smarter. Why shouldn’t Advancement reap the benefits of the AI explosion?
If you’re on Salesforce, you already have access to powerful AI tools. You might be wondering, “How intelligent are these features really?” In our next webinar, we want share how AI is already helping advancement professionals take their fundraising to the next level, from help writing emails to complex predictive analytics.
In February’s Advancement Amplified webinar session, Sleek VP of Sales and Marketing Jason Long and QSS Product Manager Trevor Underwood tackle practical questions about AI and your business processes. Together, they’ll explore features such as:
- Auto-generated prompts to help end-users summarize a lot of information quickly
- Personalized email outreach at scale supported by AI
- Intelligent and accessible gift probability and scoring models within your CRM
- Creating new automations in Salesforce using conversational instructions
- AI sentiment analysis
- Agentic AI
Join us on February 26th at 1:30 PM eastern for an insightful discussion on the place of AI in the future of Advancement. Bring questions and get ready to see what some of these great features can do!
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.Trevor Underwood
QSS Product Manager
Sleek Consulting LLC
Trevor Underwood
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.
Upcoming Webinars & Replays
January 2025 Webinar: Self Service for Constituents
December Webinar: Underutilized Salesforce Features
Webinar: What Your Gift Officers Really Need – Strategies for Supporting Your Fundraising Team
On Demand: QSS™ for Education Cloud Showcase/Webinar Recordings
How Phonathon Becomes a Call, Text, and Email Engagathon in the Digital Age
2024 QSS™ for Education Cloud Showcases/Webinars
Maximize the Return on Your Screening Dollars
Digital Interactivity: Engage with Forms, Live Dashboards, and Gamification
Disrupting Legacy Gift Club Process: Automated, Personalized Engagement and Stewardship
21st Century Fundraising: Plan for Planned Giving
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Sleek Consulting, LLC
158 Main St, Kingston, NH 03848
(603) 642-5594
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