Professional Services

We Value Philanthropy, Education and Integrity.

Experience Counts

We are proud to be long standing members of a community that shares ideas, best practices and support. You’re in great hands with us.

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Planning and Discovery

After looking closely at your current systems, needs, and processes, we’ll develop a plan that focuses on your unique requirements while leveraging Salesforce and Affinaquest.

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Project Management

Using agile best practices, our team will break down 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 focus on enhancing processes that work and adjusting ones that don’t.

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Configuration and Workflow

Affinaquest can greatly extend the capabilities of your staff by freeing them from unnecessary workarounds and inefficient processes.

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Reporting

We’ll craft detailed KPI reports and user-friendly dashboards – but we’ll also show you how 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. We have experience with every major ERP system on the market, so we can support you in every way.

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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.

100% Committed to Our Customers

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Deep Advancement Expertise

Our industry professionals bring an average of 20+ years of experience, vision, and expertise to every engagement.

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We're Part of Your Community

We’re proud to be long-standing members of a community that shares ideas, best practices, and support.

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We Speak Your Language

We’ve worked in advancement offices so we truly understand your challenges – and how to solve them.

Our Customers

George Mason University advances their
operations with the help of Affinaquest.

Our remote implementation process with Affinaquest has been a great experience! Most of our staff had not experienced a major implementation before this and we didn’t know what to expect. Affinaquest has demonstrated that while this process is complex, they are adept at partnering with us to make the experience manageable, productive, and efficient.

Our Customers

Georgetown University advances their
operations with the help of Affinaquest.

With Affinaquest SmartBatch, we’ve increased upfront speed and decreased our back-end auditing challenges. Reducing errors and increasing speed has been one of the great features of Affinaquest.

Our Customers

Wesleyan University advances their
operations with the help of Affinaquest.

The most important characteristic of our new system is that Advancement leadership is recognizing the value of this technology. From data transparency to administrative efficiencies, we are trending in the right direction in every area.

Successfully Migrate from Your Current Infrastructure

We’ve helped multiple universities switch from Advance, Banner, Millenium, Colleague, Raiser’s Edge, and other platforms.

See Affinaquest in Action

Boost your team’s performance. Improve your data. Ensure compliance. Process gifts more efficiently.