Transforming Advancement and Fundraising in Higher Education with Salesforce

Are you anticipating and meeting your alumni needs?

Multi-faceted engagement, smart segmentation, and positive user experience require new ways of thinking about technology. Transforming your infrastructure and how you use technology is complex.

This guide was written for leaders in higher education advancement to share some of the lessons and insights we have gleaned after years of implementing and guiding higher education advancement offices through Salesforce implementations.

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Inside this Guide​

  • Best practices for planning a Salesforce implementation
  • Details on what’s possible with the nimble Salesforce platform
  • How to extend the Salesforce platform with the Kindsight ascend managed package
  • Typical applications used by higher education advancement offices
  • How to incorporate change management in your Salesforce implementation project 
A young woman sits outdoors with a laptop and coffee cup, looking to the side, city skyline behind her. The text highlights meeting alumni needs by adapting digital interactions with salesforce implementation best practices for higher education advancement teams.
Diagram of a CRM platform at the center, surrounded by gears with features like BIO-DEMOGRAPHIC and DIGITAL MARKETING AUTOMATION—showcasing salesforce implementation best practices for higher education advancement teams. Integration to FINANCIAL ERP and STUDENT INFO systems shown.
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