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The Salesforce platform offers a rich set of features to support Advancement and Alumni Relations. In this interactive roundtable discussion, we will talk about the technical benefits and challenges of deploying the Salesforce in Higher Ed and open up the session for audience contribution/participation. The goal is to share experiences so as to accelerate the deployment of Salesforce and learn from the innovations introduced by peers.
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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