Today’s advancement teams are facing intense pressure to find more donors and larger gifts than ever and relate to constituents in a more sophisticated manner. The mobile and social era has changed the way higher education must connect with their alumni and donors. And with increased competition for philanthropic dollars and time, successful advancement professionals must deliver the anytime, anywhere, collaborative experience today’s alumni and donors expect. Northeastern University will share their journey of how Salesforce has helped grow alumni relationships with a 360 degree view of every supporter and help move prospects towards major giving.

1. Enabling Fundraising Success in the Cloud

2. Karen Stevens
Salesforce.com Administrator
Northeastern University

3. Enabling Fund Raising Success in the Cloud
• Northeastern University, Boston, MA
First Last Name
Title

4. History of Northeastern University
• Founded in 1898 in Boston, Massachusetts
• Global / Experiential / Research University
• 9 Colleges and Schools
• 16,000 Undergraduate Day Students / 8,000 Graduate
Students
• Cooperative Education Program

5. eCollegeFinder (May 2014)

6. Overview of Advancement at NU
• 2006 moved to decentralized model
– Development teams residing in colleges
• From 60 users to over 200 in 6 years
• Decentralized move necessitated the following:
– Reporting capabilities for mailings, etc.
– Need for mobile access
– Customizable to suit unique business needs

7. Key NU Business Needs
• Gift Processing in Banner
– Gifts integrate nightly, not real time
• User Friendly
• Track Engagement of Accounts
– NU Events attended/Involvement/Affiliations/Referrals, etc.
• Easily Customizable
• Activities
– Call reports/personal visits/emails/stewardship, etc.

8. Our Journey to Today!
• Many hours / staff / years
• Rome was not built in a day, neither was Prospect
Management at NU
• SFDC Administrator hired in 2007
• Senior Developer hired in 2008
• There is more to come!

9. Role of our Salesforce.com Administrator
• Daily Support
• Training & Development
• Changes and Enhancements
• Project Management
• ADV Technologies Steering Committee

10. Role of our Senior Developer
• Brought us to the next level and beyond
– Triggers
– Coding
– Visual Force
– Dynamic Dashboards

11. Capital Campaign - Empower
• $1 Billion by 2017
– $500 million philanthropic support
– $500 million industry and government partnerships

12. Prospect Management
• Activities – Standard SF Functionality with customization
– Tasks & Events
– Tracked weekly / monthly
– Report Templates to ensure on track

13. Prospect Management (continued)
• Tools that we have provided
– View My Prospects
• Visual Force Dashboard
• Each DO can see their portfolio
• Management can see those that report to them
• Senior Management can see all

14. View My Prospects

15. Prospect Management Dashboard

16. Visual Indicators

17. Useful Links

18. Bio Report

19. Our 360 Degree View
• Sharing information across teams at NU
– Boston and Graduate Campuses in Charlotte & Seattle
• Parents linked to students linked to siblings, etc.
– What happens to the parent if the kid withdraws?
• Org Sync Integration
– Better pipeline for affinity groups for alumni

20. Wrap Up
• Reminder ~ this did not happen overnight
– Many years/hours/resources
– Small changes made over time to continuously drive adoption
• User adoption is TREMENDOUS!
– More changes to come……..