2019 Raising Insight Meeting

Register for the 2019 Raising Insight Meetings

 This meeting was dedicated to presentations and discussions about advancement CRM planning and implementation.  Presentations were made by experienced industry consultants and by representatives from colleges and universities that have recently chosen and/or begun implementation of an advancement CRM - enabling considerable breadth and scope of discussion. 

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  THANK YOU everyone for a hugely successful event! 


  Approximately 60 institutions participated (primarily mid-size colleges and large universities and systems).  The vast majority were specifically interested in replacing their legacy advancement (ERP) system with a contemporary 'CRM' system. 

Presentation Files

Participants - click here to reach the secure downloads page

Downloads

Raising Insight 2019 - Advancement CRM Strategy

Resources and References

How to overcome 3 Higher Education CRM Myths

https://www.gartner.com/en/documents/3866375


Market Guide for University Alumni Advancement Systems

https://www.gartner.com/en/documents/3905485


2019 CIO Agenda: Higher Education Industry Insights 

https://www.gartner.com/en/documents/3891573


The Elusive CRM Magic Quadrant 

https://www.gartner.com/en/documents/3897697


How IT Must Work With Business to Ensure Analytics and BI Alignment

https://www.gartner.com/en/documents/3903389


Market Guide for Traditional Enterprise Reporting Platforms 

https://www.gartner.com/en/documents/3809363


Critical Capabilities for Analytics and Business Intelligence Platforms

https://www.gartner.com/en/documents/3913552


The 2019 Analytics and BI Magic Quadrant Highlights

https://www.gartner.com/en/webinars/3900973/the-2019-analytics-and-bi-magic-quadrant-highlights


Forrester Total Economic Impact study related to Einstein . . . https://c1.sfdcstatic.com/content/dam/web/en_us/www/documents/reports/forrester-tei.pdf


Forrester Total Economic Impact Salesforce Lightening

https://www.salesforce.com/form/cloud-services/forrester-lightning-tei/


An older version, related to Microsoft Dynamics CRM . .. 

http://www.powerxrm.com/wp-content/uploads/2016/05/Forrester_Economic_Impact_Of_Microsoft_Dynamics_CRM_Online_2015_en.pdf


Forrester Total Economic Impact of Blackbaud . . . 

https://campaign.blackbaud.com/the-total-economic-impact-of-the-blackbaud-raisers-edge-nxt-solution

https://www.blackbaud.com/industry-insights/resources/the-total-economic-impact-of-blackbaud-crm-for-higher-education

https://s21acmssfcms01blkbapp01.sky.blackbaud.com/customer-stories/university-of-georgia


RNL – Extensive resource library with case studies and white papers, finger on the pulse of student experience

https://www.ruffalonl.com/papers-research-higher-education-fundraising/e-expectations/


CASE Materials


CASE AMAtlas Overall: 

https://www.case.org/resources/amatlas


CASE Voluntary Support of Education Survey and Data Miner: 

https://www.case.org/resources/amatlas-0/voluntary-support-education


CASE’s Alumni Engagement Metrics:  

https://www.case.org/system/files/media/file/CASEWhitePaper_AlumniMetrics.pdf


Privacy and Information Security:  https://iapp.org/


Engagement Resources


US Trust High Net Worth Philanthropy

https://www.privatebank.bankofamerica.com/articles/2018-us-trust-study-of-high-net-worth-philanthropy.html


The Seven Essentials of Highly Engaged Alumni

https://epublications.marquette.edu/cgi/viewcontent.cgi?referer=&httpsredir=1&article=1037&context=cps_professional


GivingUSA Infographic

Numbers and trends revealed in Giving USA 2019: The Annual Report on Philanthropy for the Year 2018.

https://store.givingusa.org/products/2019-infographic?variant=22181983486031


2017 Factors and Characteristics of Alumni Role Identity: Implications for Practice in Higher Education Fundraising and Alumni Relations Jay Le Roux Dillon University of San Francisco, 

https://repository.usfca.edu/diss/337/


NOTE TO PARTICIPANTS – Please provide your suggestions of other documents/materials to share and we will include in this resource listing