Professional Services

Experience counts. Our expert Pro Services team will bring over 200 years of combined advancement knowledge and hundreds of software implementations to your project. From data conversion, to business process re-engineering, you’re in great hands with Affinaquest.

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Planning & Discovery

We’ll look closely at your current systems, integration needs, and business processes. And we’ll come up with a plan that respects the unique character of your institution and leverages the tremendous power of Salesforce and Affinaquest.

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Project Management

Using agile best practices, our team will break your project into manageable bites, continuously assess progress, and get you to your goal faster than you would ever imagine.

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Business Prototyping

From gift processing, to stewardship, to prospect management, every institution has a unique way of doing business. We’ll reinforce those that work well for you and help to liberate you from the ones that cause frustration and inefficiency.

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Configuration and Workflow

Affinaquest can greatly extend the capabilities of your staff by freeing them from unnecessary work-arounds, and inefficient processes. Affinquest implementations will be designed to meet your objectives in an elegant and intuitive fashion.

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Reporting

Report inventories are important – but more important is helping customers understand the awesome power of Salesforce reporting. We’ll craft detailed KPI reports and user-friendly dashboards – but we’ll also show you how even lightly trained users can do extensive data analysis themselves.

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Integrations

Salesforce is API-driven, meaning integrations with modern software products are easier than ever. But we do know that not all campus systems are current. Our experience with every major ERP system on the market means we can provide you with the level of support you need.

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Training

Customized and “train-the-trainer” training are baked into every Affinaquest implementation. We also leave you with site-specific documentation, videos, and a crack support team to insure you get the most from your new advancement system.

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