Getting Ready for Salesforce: Key Strategies for Higher Education Advancement Teams - Heller Consulting

Getting Ready for Salesforce: Key Strategies for Higher Education Advancement Teams

If you’re thinking about moving to a Salesforce solution to support your higher education advancement team, then you’re on the right track toward using a powerful platform that will help you engage constituents in a meaningful way and achieve your fundraising goals.

But there are some things you should consider now to prepare for a smooth transition to Salesforce and ensure you get the most out of the solution.

Watch this session to learn about topics including:

  • The benefits of Salesforce solutions for higher education advancement
  • Aligning a Salesforce implementation with your goals
  • Developing a comprehensive data strategy
  • Building the right team and skills for a successful Salesforce implementation
  • Adopting a phased approach for a smoother transition to Salesforce