Alumni Relations and Fundraising With Salesforce

Summit Blog Alumni Relations and Fundraising With Salesforce

Gordon College, a Massachusetts-based institution, faced a challenge in managing information, engagement, and outreach with donors, alumni, faculty, and students. As a private institution it is essential for Gordon College to create healthy long-term relationships with their student population after they graduate. The college’s previous CRM solution provided limited functionality, making it difficult to create accurate forecasts and reports and to segment and sort contact lists for targeted campaigns. This led to lower ROI on outreach efforts.

Gordon College was named an award-winning institution by Nucleus Research for its success in advancement and alumni relations. Salesforce helped Gordon College get there. Salesforce’s Alum 360 put Gordon College on the road to fundraising success. Alum 360 is designed to increase donations, personalize supporter engagement and accelerate team productivity.

To address these issues, the college conducted an internal business process analysis to determine the functionality it needed in a new Customer Relationship Management solution. After considering Salesforce and Blackbaud Raiser’s Edge NXT, Gordon College chose Salesforce in the spring of 2016. The implementation process took place over a period of three months, with the college partnering with a Salesforce implementation partner and completing 16 hours of training for 20 employees. 91% of Salesforce customers use partners to help accelerate their digital transformation.

As a result of the Salesforce deployment, the college saw increased productivity from reduced manual data entry and alumni lookup, and an increase in average dollars pledged to the university. The time savings and increased gift officer productivity enabled the college to significantly increase the volume of work without increasing headcount. The ability to track and monitor proposals and opportunities, coupled with more accurate and up-to-date information, allowed the college to better engage with constituent networks and led to more successful fundraising campaigns, resulting in a 10% yearly increase in gift-giving.

Salesforce provided Gordon College with a 360 degree view of their alumni, the ability to reach targeted populations with the right messaging at the right time, and overall increased productivity. Salesforce Alum 360 increases fundraising productivity, customizes and tracks omnichannel communications, and creates informed fundraising strategies for higher education.

Salesforce Alum 360 is powered by Salesforce Slack, Salesforce Marketing Cloud, Tableau, and the world’s number one CRM platform Salesforce.

The primary objective of the deployment was to support the college’s goals of scaling fundraising and gift-giving opportunities. The deployment was completed on time and within budget, with representatives from Salesforce dedicated to meeting the target completion date. The deployment also reduced downtime and increased data integrity, resulting in improved decision-making and enhanced donor relations. Overall, the deployment of Salesforce has been a success for Gordon College, enabling the college to better manage its fundraising and alumni relations efforts.

Summit LLC has a proven track record of working with higher education Salesforce implementations. Whether your focus is on student engagement, recruitment, or fundraising Summit is ready to help you build a Salesforce solution that gives your school a great ROI.

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Northwoods worked with Summit to help migrate our Microsoft Dynamics CRM system to Salesforce.  Mike and his team were extremely knowledgeable, thorough, and easy to work with.  They were able to help us configure the system to handle complex business processes while making the system easy for end users.  They were also able to migrate all our legacy Dynamics data to the new Salesforce system.  Summit helped train our technical team on Salesforce administration while keeping the project on time and under budget.  I highly recommend Summit for any Salesforce-related project.

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As a leader of a small non-profit aimed to scale rapidly and efficiently, I knew it was critical to transition from antiquated spreadsheets to a sophisticated CRM. We dabbled in Salesforce on our own the year prior. To put it mildly, I was terrified to go there again. Mike and his team at Summit met my apprehension with confidence and reassurance. They were timely, efficient and positioned us to utilize Salesforce in ways we hadn’t imagined. Every day I’m in awe of what Salesforce can do; to Mike’s credit for imparting his wisdom. Summit has positioned us for unprecedented opportunities at Walk with a Doc. Thank you!

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We have primarily been using Salesforce for our sales team. Recently we decided to bring our support team on and Summit did an awesome job helping us get everything set up the way we needed.

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The skill set and knowledge that Mike Leibrand has brought to this project far surpasses our initial expectation- especially since our initial contact with Salesforce corp. was challenged in regards to utilizing training videos to suit our scope and need. Mike has been helpful in supporting our team with a custom solution in order for us to be able to serve our community better. He is timely and professional, and eager to learn about the why before telling us the what.

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Mike and his team at Summit Tech made our Salesforce dream a reality. As a small non-profit on a limited budget with very specific CRM needs we were challenged to find a suitable Salesforce partner. Fortunately we were introduced to Summit Tech, and from day one they made the formidable task of implementing Salesforce doable (and even enjoyable!). Mike is a pro, from his accessibility and communication to industry knowledge and attitude, he never said 'no' to a request. When we encountered hiccups along the way he took the time to trouble shoot and make fixes, even when it was outside the original scope of the project. We didn't deviate from the project timeline or budget, which says a lot considering our custom needs for data collection/reporting, donor communication, and third party plug-ins. If you are considering implementing Salesforce or have any Salesforce needs, I highly recommend Mike and his team.

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