Best Practices: Salesforce for Advancement and Alumni Relations

Susan Tobes Higher Education Director ACF Solutions

@susiet999

ACF Solutions ACF  Solu)ons  is  a  Salesforce  Founda)on  Partner  bringing  innova)ve  solu)ons  to  the  na)on’s  most  impac<ul  higher  educa)on  ins)tu)ons.  

Marc Benioff Chairman & CEO

Salesforce for Advancement • Why Salesforce for Advancement? • What’s important to your institution? • Demo a few key features and functionality • Questions and Answers

First Last Name Title

Foundation Pres – PowerPoint Template – 16x9 FY14.pptx

One constituent – one record

System adapts to your unique processes

Empowers user efficiency and success

Access when and where you want it

Alumni engagement

Innovation and Evolution

What are the biggest challenges at your institution?

Mass  Email    &  Social  Listening  

Salesforce  for  Advancement  &  Alumni  Rela9ons  –    Typical  configura9on  

New  system/    exis)ng  integra)on  

Exis)ng    system  /  custom  integra)on  

Reunion  Events  

Fundraising  &  Simple  Events  

communi)es  

configura)on  &  customiza)on  

Finance  

SIS  other  apps  

Other  Campus  Systems  

Demo