What You Get
The ability to manage donors, alumni and campaigns in one system with the features and functionality we know you need most.
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Donors. Alumni. Companies. Relationship information you need… All in one place |
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Campaign Management Solicitations, forecasts and expense tracking |
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Email Broadcasting New Version 3.0 From the team brought broadcast emails to higher ed |
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Online Forms Custom-designed forms that feed right into the system — no more manual entry! |
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Mobile Access Your data, where you are (and on the device you choose) |
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User Permission and Roles Limit users to only what they need to see and do |
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Telemarketing Automatically assign phone calls, create campaigns and store notes easily |
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Chatter Keep your team connected with a built-in, internal social network |
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Fundraising and Donor Management Gift history, participation statistics and pledge status. |
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Optional Wealth Scoring Bring Wealth Engine data into your CRM |
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Event Management New Version 4.0 Create and manage constituent events |
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Real-time Reporting and Dashboards User-friendly, real-time reporting, KPI’s and visuals |
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Social Media Tracking Track your contacts from social sites like Twitter, Facebook, LinkedIn and YouTube |
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ERP Data Integration Bulk integration between the CRM and your ERP |
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Training and Support Ongoing support and training opportunities so you can enhance your skill set |
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Live Help Integration One-on-one, live, on-demand chat solution |
Expand the Advancement CRM.
In addition to TargetX’s custom applications, you’ll also have access to the AppExchange™ — Salesforce’s online marketplace for cloud computing applications and services.
Think of it like an iPhone or Droid “app store” — but one that’s full of pre-integrated solutions that “plug and play” right on the platform.
Advancement CRM and the AppExchange. There, your life just got easier.
Looking for more?
Our CRM on Salesforce gives you plenty of flexibility, but if you’re looking for something more specific — our higher ed experts can help.
We know each institution is different. That’s why we offer a set of services, from data integration to strategic consulting, that you can take advantage of.
Find out more about Professional Services.