Salesforce Advancement
The challenges facing advancement teams are too great to operate at anything but optimal efficiency.
Are your donors suffering from an abundance of asks? Is your team stretched thin and struggling to manage multiple platforms? Do you have the right information about prospects at the right time?
If you’re like most colleges and universities, you’re dealing with at least one, if not all, of these challenges. SIG’s Salesforce Advancement team can help.
SIG has been a Salesforce partner since 2009. With 3,400+ higher education engagements behind us, we've helped advancement teams at institutions of every size move off of legacy CRMs, get more out of the platform they already have, and build fundraising infrastructure that supports effective advancement operations.
Salesforce Advancement Services Across the Lifecycle
SIG's experts can help you optimize all aspects of your fundraising efforts in Salesforce, including:
Alumni Engagement & Donor Portal Configuration
SIG creates compelling and intuitive alumni portals and directories in Salesforce that tailor communications to each individual donor, providing your team with alumni engagement insights that help you work smarter and faster.
We configure Experience Cloud alumni portals from the ground up: portal design and permissions, alumni directory and profile management, giving page integration, event and reunion management, and email and communication workflows tied back to donor records. The result: a unified and compelling experience for your donors that generates more engagement.
Prospect Research & Portfolio Management in Salesforce
We configure Salesforce to support your full prospect research workflow: portfolio assignment and scoring, cultivation stage tracking, contact reporting, and wealth screening integrations with tools like iWave, Kindsight, and DonorSearch.
Whether you're managing a handful of major gift prospects or a portfolio of thousands, the experts at SIG can help you fine tune your prospect research and make more compelling asks.
Gift Processing, Pledge Management, & Donor Analytics
Get your gifts into the system accurately and quickly. We build Salesforce environments for end-to-end gift processing: online and offline gift entry, pledge schedules and multi-year commitments, recurring gift automation, you name it.
On the reporting side, we build fundraising dashboards and donor analytics views that give your leadership real-time campaign progress, retention metrics, average gift trends, and pipeline health...without a week's worth of pulling manual data before every board meeting.
Salesforce Advancement Integrations: Education Cloud, Marketing Cloud, & More
Salesforce is most powerful when it's connected. We work across the full Salesforce advancement stack and the third-party tools your team depends on:
- Ellucian Banner and Colleague: ERP integrations for financial reconciliation, student record cross-referencing, and gift processing data sync
- Experience Cloud: Alumni portal design, configuration, and giving page integration
- Kindsight ascend, iWave, and DonorSearch: Wealth screening integrations that surface prospect ratings directly in Salesforce
- Marketing Cloud and Pardot: For donor communication journeys, email campaign automation, and mid-level giving program outreach
- Payment processors, LMS platforms, and identity management systems
- Salesforce Education Cloud (EDA/HEDA architecture): The advancement module that ties donor and alumni records to the institutional CRM
Why Higher Ed Institutions Choose SIG for Salesforce Advancement
A Salesforce partner since 2009, SIG has completed over 3,400 Salesforce engagements for more than 1,000 higher education institutions.
In addition to deep technical knowledge (our team has 150+ Salesforce Certifications and averages 15+ years in higher education), SIG’s strategic approach ensures that your infrastructure and processes are sound so that the solutions we deliver endure long after our time together.
The result: engaged donors, a more efficient fundraising operation, and increased giving.
Every day is a chance to dismantle the status quo.
I almost look at SIG as our safety net. We have Ellucian implementing the software, we have our Broward team, but then we have SIG. If we’re going to stumble or fall, SIG is going to be there to help pick us up—because they’re in it with us for the long haul.
Liz Perrone, Implementation Director, Broward College