The engine that drives Affinaquest is Salesforce, the global leader in CRM. We’ve greatly extended the capabilities of the core database, offering the only purpose-built advancement system designed and delivered exclusively for higher education.
Salesforce provides you with seamless upgrades and a rigorous, multi-layered approach to data security – which allows you to focus on innovation rather than infrastructure. And Affinaquest elegantly manages the most complex advancement requirements – from back-office gift processing to constituent facing communications and solicitation activities.
It’s why we say that Affinaquest is the world’s most powerful advancement system, but it’s still “Light as the Cloud™!”
Biographic and Demographic Information
A virtually limitless array of biographic and demographic data can be stored and displayed according to pre-defined user permissions. And with Salesforce, custom field types can be created in seconds, and made immediately available for reporting purposes.
From Senior Class Projects to Planned Gifts, Affinaquest manages every detail of the cultivation and solicitation process. We’ll record your team’s activities, programs, and strategies, support the most complex proposals, and keep management apprised of the status of your solicitation efforts. And of course, it’s all fully (and beautifully) mobile!
Colleges and universities have among the most challenging gift accounting requirements in the world. Affinaquest makes your job easier – fully supporting all CASE, FASB, and IRS reporting standards. From multiple designations and irregular pledge payments, to automated matching claims, we’ll tie it all back to your appeals, campaigns, and major gift solicitations. We (literally!) “wrote the book” on gift processing.
Whether it’s your annual fund or a Capital Campaign, Affinaquest will manage all your budgets, expenses, designations, and appeals. And our KPI reports will keep you up-to-the-minute with granular analysis of goal attainment and performance metrics.
Reporting, Analytics, and Business Intelligence
Finally…all of your data in one place, and a reporting engine worthy of the name. With Salesforce’s native “drag and drop” reporting users can access key information on prospects and giving in an instant. Relevant dashboards can be displayed for individual users. “And with “Einstein™”or “Tableau™,” sophisticated “3-dimmensional” graphical reports keep tabs on every data element within and across both Affinaquest and other campus system.
Volunteer and Membership Management
From giving clubs, to points and premiums, we’ve got your membership needs covered. And volunteer tracking lets you instantly identify, schedule, and track individuals and committees across a wide range of volunteer activities.