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Advancement CRM Software for Alumni Engagement | Salesforce
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An alumni profile with personal details, life events timeline, action launcher search bar, and an employment chart. [An alumni profile with personal details, life events timeline, action launcher search bar, and an employment chart.]

Advancement and Alumni Relations

Advance the mission of the entire institution with an innovative and connected advancement CRM. Engage alumni, streamline fundraising, and optimize operations to drive an institution-wide strategy. Meet the goals of your institution and communities with trusted AI and intelligence.

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These Trailblazers are driving excellence in fundraising and alumni relations.

Westmont College customer story [Westmont College customer story]
Texas A&M Foundation customer story [Texas A&M Foundation customer story]
Purdue for Life Foundation customer story [Purdue for Life Foundation customer story]
USC Advancement customer story [USC Advancement customer story]
University of East Anglia customer story [University of East Anglia customer story]
Queensland University of Technology customer story [Queensland University of Technology customer story]

Deepen engagement and exceed fundraising goals with advancement CRM powered by AI.

Foster deeper donor and alumni relationships through personalization, increase fundraising productivity with comprehensive data, and streamline operations with intelligent reporting.

Foster deeper donor and alumni relationships.

Personalized Alumni Engagement and Facilitated Mentoring

Leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programs, match participants, and manage schedules and interactions within the portal.

A mentoring menu with four profiles showing details on industry, channel, prior mentoring experience, and more. [A mentoring menu with four profiles showing details on industry, channel, prior mentoring experience, and more.]

Alumni Engagement Insights

Powered by AI & Data Cloud, Alumni Engagement Insights enable alumni relations teams to easily visualize key metrics by activity, summarize the engagement with actionable next steps and configure the data models to provide alumni teams with the most useful data points.

An alumni profile with an action launcher, a fundraising timeline, and related affiliated accounts displayed. [An alumni profile with an action launcher, a fundraising timeline, and related affiliated accounts displayed.]

Branded Portal and Directory

Foster connections among alumni and across class years and interests to build lifelong relationships. Use standardized templates to create and maintain a consistent look and feel through all interactions within the institution. Build a unified portal for multiple user types like an alumna that is also a returning student or donor.

A branded profile with portals for giving, mentoring, and volunteering, links to public profiles, and student details. [A branded profile with portals for giving, mentoring, and volunteering, links to public profiles, and student details.]
A mentoring menu with four profiles showing details on industry, channel, prior mentoring experience, and more. [A mentoring menu with four profiles showing details on industry, channel, prior mentoring experience, and more.]
An alumni profile with an action launcher, a fundraising timeline, and related affiliated accounts displayed. [An alumni profile with an action launcher, a fundraising timeline, and related affiliated accounts displayed.]
A branded profile with portals for giving, mentoring, and volunteering, links to public profiles, and student details. [A branded profile with portals for giving, mentoring, and volunteering, links to public profiles, and student details.]

Modernize fundraising and drive staff productivity with AI.

Agentforce for Education: Philanthropic Research

Simplify philanthropic research for major gift success. Fundraisers can get a full picture of a prospect or donor with Agentforce in the flow of work, including Slack. With autonomous AI Agents, powered by Agentforce, fundraisers can track and analyze wealth indicators, philanthropic events, research assessments, and key milestones allowing staff to redirect their time to fundraising for the mission.

A portfolio dashboard with donor member metrics and details of status update, total gifts, and last gift date. [A portfolio dashboard with donor member metrics and details of status update, total gifts, and last gift date.]

Philanthropic Research

Prospect researchers can leverage the Education Cloud Research App to receive and prioritize requests, create research profiles, and perform their work in one place. Easily summarize research data and automate research classifications in bulk to save time.

Dashboards with a donation leaderboard, graphs for yearly comparisons, and pipeline charts for donations. [Dashboards with a donation leaderboard, graphs for yearly comparisons, and pipeline charts for donations.]

Unified Donor Insights and Campaigns

Leverage in-depth biographical, demographic, and relational data to craft effective fundraising campaigns. Get a complete picture of your constituents in one place. Quickly launch campaigns to encourage families, donors, and alumni to get involved and give back. Drive success with customizable dashboards to track your key fundraising metrics.

A Gift Entry portal with donor information, total gift count, and an option to add/edit donor information. [A Gift Entry portal with donor information, total gift count, and an option to add/edit donor information.]
A portfolio dashboard with donor member metrics and details of status update, total gifts, and last gift date. [A portfolio dashboard with donor member metrics and details of status update, total gifts, and last gift date.]
Dashboards with a donation leaderboard, graphs for yearly comparisons, and pipeline charts for donations. [Dashboards with a donation leaderboard, graphs for yearly comparisons, and pipeline charts for donations.]
A Gift Entry portal with donor information, total gift count, and an option to add/edit donor information. [A Gift Entry portal with donor information, total gift count, and an option to add/edit donor information.]

Streamline operations.

Pledge and Donation Management

Adjust amounts, dates, and pledge and gift schedules. Stay updated with insights and track your incoming pledges.

A console with information on principal gifts received in a fiscal year with profiles and details on upcoming overdues. [A console with information on principal gifts received in a fiscal year with profiles and details on upcoming overdues.]

Financial Reconciliation

Bridge advancement transactions with finance for accurate and efficient financial management.

A portal with details on account name, close dates, donation amount, ledger entries, and payments. [A portal with details on account name, close dates, donation amount, ledger entries, and payments.]

Comprehensive Gift Planning & Processing

Power complex philanthropy from intent to stewardship with a gift planning data model and structured giving lifecycles. Record gifts and designate funds with support for third-party payments in single and batch entries. Plus, model complex gifts, calculate projections, and visualize gift structures all in one place.

Record gift screen [Record gift screen]
A console with information on principal gifts received in a fiscal year with profiles and details on upcoming overdues. [A console with information on principal gifts received in a fiscal year with profiles and details on upcoming overdues.]
A portal with details on account name, close dates, donation amount, ledger entries, and payments. [A portal with details on account name, close dates, donation amount, ledger entries, and payments.]
Record gift screen [Record gift screen]

Extend your advancement and alumni relations solutions with these related products.

Education Cloud

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Agentforce

Build and customize autonomous AI agents to support your staff and students 24/7.

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Marketing Cloud

Make every moment count with data-driven communications delivered throughout the learner lifecycle.

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Tableau

Boost productivity and decision-making institution-wide with AI-powered analytics.

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MuleSoft

Integrate all your data, systems, or AI models to transform your institution and drive lifelong value.

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Data 360

Connect, harmonize, and activate data from any system into a complete view of every constituent.

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Slack

Bring students, faculty, and staff together to collaborate and engage from anywhere.

Learn more
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Build the perfect advancement CRM solution with our help.

Get in touch today and our Education experts will help you:

  • Choose the right advancement solution
  • Build a tailored plan to help you get up and running fast
  • Connect with use cases from trailblazing institutions
Contact us Explore Education Cloud
Chris Speier, Vice President and Chief Data Officer, Texas A&M Foundation [Chris Speier, Vice President and Chief Data Officer, Texas A&M Foundation]

The dynamic stack of tools that is the holistic Salesforce ecosystem lets you meet your needs faster and therefore meet the needs of your donors faster.

Chris Speier
Vice President and Chief Data Officer, Texas A&M Foundation
Read the story

Hit the ground running with advancement and alumni relations tips, tricks, and best practices.

Forecast Your Way to Revenue Growth: A Blueprint for Sales Leaders article [Forecast Your Way to Revenue Growth: A Blueprint for Sales Leaders article]
Guide

Accelerate Fundraising and Alumni Engagement

See the guide
5 Essential Strategies for Fundraising [5 Essential Strategies for Fundraising]
Case Study

5 Essential Strategies for Fundraising

See the case study
Nucleus ROI Gordon Case Study [Nucleus ROI Gordon Case Study]
Case Study

Nucleus ROI Gordon Case Study

See the case study
Perfecting the Art of University Corporate Relations [Perfecting the Art of University Corporate Relations]
Guide

Perfecting the Art of University Corporate Relations

See the guide

Ready to take the next step with Salesforce for Education?

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Try Education Cloud free for 30 days. No credit card. No installations.

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Explore Education Cloud.

Elevate the Education Cloud experience with the #1 CRM for learner and institution success.

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Talk to an Education Cloud expert.

Tell us a bit more so the right person can reach out faster.

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Advancement and Alumni Relations FAQ

What is advancement software?

Advancement software enables institutions to manage relationships and improve university fundraising at scale. It is critical to drive fundraising, build affinity and engagement among alumni.

How can advancement and alumni management software help my institution?

Advancement software helps advance the mission of the entire institution and transform student lives. By deepening engagement and gathering constituent information, advancement offices benefit from streamlined fundraising and optimized operations.

What are the key benefits of advancement CRM?

The best higher ed marketing software enables institutions to maintain a unified view of every constituent and harness the power of AI, so they can personalize engagement and build lifelong relationships across any channel.

How can advancement software help me maintain alumni relations?

Salesforce can help teams leverage multiple channels to manage and enhance alumni journeys effectively. Create mentorship programs, match participants, and manage schedules and interactions within the portal.

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