The 2021 Raising Insight User and CRM Strategy Meetings will be moved to a series of on-line sessions to be held from November through March. Stay tuned for specific announcements.
Over the weeks immediately following the start of the pandemic, we had conversations with institutions about what we were seeing in trends of revenue performance. These questions were being asked of Advancement teams in the context of institutional budget adjustments. Some were being asked for revised revenue forecasts – a challenging exercise given the unprecedented nature of the pandemic’s impact on the economy.
We reached out to representatives of Raising Insight institutions who agreed that this would be a valuable and timely topic for a group discussion. The meetings objective was to share thoughts and insights. Our thanks to the Raising Insight institutions that performed an analysis of historical information and were willing to share results and insights.
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.
THANK YOU everyone for a very successful event!
Approximately 60 institutions participated (primarily mid-size colleges, large universities and systems). The vast majority were specifically interested in replacing their legacy advancement (ERP) system with a contemporary 'CRM' system.
Most Notable Quote (paraphrasing)
"Implementing an advancement CRM system is like building a Mr Potato Head"
How to overcome 3 Higher Education CRM Myths
Market Guide for University Alumni Advancement Systems
2019 CIO Agenda: Higher Education Industry Insights
The Elusive CRM Magic Quadrant
How IT Must Work With Business to Ensure Analytics and BI Alignment
Market Guide for Traditional Enterprise Reporting Platforms
Critical Capabilities for Analytics and Business Intelligence Platforms
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
An older version, related to Microsoft Dynamics CRM . ..
Forrester Total Economic Impact of Blackbaud . . .
RNL – Extensive resource library with case studies and white papers, finger on the pulse of student experience
CASE AMAtlas Overall:
CASE Voluntary Support of Education Survey and Data Miner:
CASE’s Alumni Engagement Metrics:
Privacy and Information Security: https://iapp.org/
US Trust High Net Worth Philanthropy
The Seven Essentials of Highly Engaged Alumni
Numbers and trends revealed in Giving USA 2019: The Annual Report on Philanthropy for the Year 2018.
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,
NOTE TO PARTICIPANTS – Please provide your suggestions of other documents/materials to share and we will include in this resource listing