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Using Data Effectively for Alumni/Donor Relations Cory Leonard, assistant director David M. Kennedy Center for International Studies Brigham Young University (Provo, UT/USA)
Using Data Effectively for
Alumni/Donor Relations Cory Leonard, assistant director
David M. Kennedy Center for International Studies
Brigham Young University (Provo, UT/USA)
Key Issues
1.What data do we collect and how do we use it?
2.CRM Specifics
3.Security measures / privacy concerns
4.Alumni and Donor feedback
1. What Data Do We
Collect?
Graduation Survey, Alumni Database, Alumni Mailing
List, LinkedIn
Email list: MailChimp, listserv
Lectures: iTunes, custom content management
system
Social Media: Facebook, LinkedIn, Twitter, Pinterest,
blogs, Instagram, goodreads
2. CRM @ BYU
Project “One Accord” replacing IBM mainfram (i5)
Microsoft Dynamics CRM
Links all alumni functionalities
message directly from database (email, social
media)
MS Outlook integrated
track email across enterpirse
Donor experience upgrade
3. Privacy Concerns
Legal issues: FERPA and University Records
Technical issues: Data privacy & Security
Political issues: Whose contacts are they?
3. Donor & Alumni
Feedback
Email / letters
Campaigns (K25, Choose to Give)
Face-to-face (Kennedy Center Conversations)
LinkedIn alumni.linkedin.com
Linked In Creating, curating, and growing groups
Constant, relevant, and interactive
Nate Silver, fivethirtyeight
• Cory W. Leonard, assistant director
• [email protected], Twitter: @corywleonard, Gchat/Skype: corywleonard
