Salesforce Education Cloud for Advancement & Alumni Relations
As many of you may know, Salesforce launched the first version of their Salesforce Education Cloud for Advancement & Alumni Relations in the fall of 2023. I recently had an opportunity to catch up with the Salesforce product architect for this solution. I was impressed with the depth and breadth of the product, its architectural […]
Does Your Institution Need a DXO?
Donor participation across all giving levels, along with donor retention, is decreasing. Advancement teams are familiar with this disheartening reality—but the solution remains unclear and unsettling. Could donor experience officers (DXOs) play a role in resolving this dilemma, informing a new era of donor engagement and establishing new streams of giving? The Current State of […]
CASE DRIVE 2023: A Critical Forum for Advancement Technology Practitioners
The annual CASE DRIVE conference convenes higher education advancement practitioners to discuss their daily work and the technology they use to support it. The 2023 event was back in person with a sold-out attendance, and it was energizing to come together to share ideas, discuss issues, brainstorm, and talk to colleagues in a safe environment. […]
The Use of ChatGPT in Higher Education Advancement
ChatGPT buzz has recently extended to advancement with debates about the pros and cons of using the public chatbot to support higher education advancement efforts. As many of you already know, ChatGPT, launched by OpenAI, leverages a machine language learning model to converse with humans, answer complex questions, and even write content and application code. […]
The Unfulfilled Promise of CRM: A One-of-a-Kind Event
On Wednesday, November 16, Tambellini Group hosted a one-of-a-kind event for institutions and organizations interested in CRM (constituent relationship management) in higher education. Tambellini’s Higher Education Summit: CRM Systems brought together top strategic executives from Microsoft, Salesforce, and Technolutions for a candid discussion among competing solution providers and market leaders. Panelists for the event included The […]
Five Steps to Advancement CRM Selection Readiness
Embarking on a selection process for a modern advancement CRM can be a significant undertaking that requires as much time and planning as the process for other enterprise administrative selections such as finance, HCM, and student. Taking the time to execute a selection readiness effort can help ensure a smooth, data-driven process that ultimately leads […]
Community Discussion Webinar: Advancement CRM Selection Readiness
Over the past 18 months, there has been a significant increase in institutions making advancement CRM selections in an effort to replace legacy systems and support modern constituent requirements. These requirements include personalized communications, collaboration across gift officers, support for mobile and social, digital marketing, and more. Since advancement CRMs are complex systems and can […]
What Advancement Leadership and CIOs Should Know About Modern Advancement CRM Systems
Many higher education institutions have selected new advancement CRM solutions in the last two years, migrating away from legacy systems of 20 or more years. A key factor is that several widely used legacy advancement systems have been sunset. Another even more causative factor is the inability of legacy systems to support the needs of […]
Five Things Higher Ed Leaders Should Know About CRMs
In the last decade, constituent relationship management (CRM) has grown exponentially in both capability and user adoption across higher education. The market is progressing from primarily departmental to enterprise CRM, which requires deeper forethought for institutions, especially during selection and implementation. Higher education leaders considering a shift in their campus CRM strategy should keep the […]
The Top 20 (x3) Tambellini Resources from 2021
Each year, Tambellini Group delivers expert research and resources relevant to CIOs and IT leaders in higher education. As 2021 comes to an end, Tambellini Group is grateful for another successful year. However, success would not be possible without you, our members. With current and prospective members in mind, we’ve highlighted our top 20 resources […]
