What You Get
The ability to manage donors, alumni and campaigns in one system with the features and functionality we know you need most.
|Donors. Alumni. Companies.
Relationship information you need… All in one place
Solicitations, forecasts and expense tracking
|Email Broadcasting New Version 3.0
From the team brought broadcast emails to higher ed
Custom-designed forms that feed right into the system — no more manual entry!
Your data, where you are (and on the device you choose)
|User Permission and Roles
Limit users to only what they need to see and do
Automatically assign phone calls, create campaigns and store notes easily
Keep your team connected with a built-in, internal social network
|Fundraising and Donor Management
Gift history, participation statistics and pledge status.
|Optional Wealth Scoring
Bring Wealth Engine data into your CRM
New Version 4.0
Create and manage constituent events
|Real-time Reporting and Dashboards
User-friendly, real-time reporting, KPI’s and visuals
|Social Media Tracking
Track your contacts from social sites like Twitter, Facebook, LinkedIn and YouTube
|ERP Data Integration
Bulk integration between the CRM and your ERP
|Training and Support
Ongoing support and training opportunities so you can enhance your skill set
|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.