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.

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.

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.

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

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.

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.

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.