Enhance Fundraising with the
Customer Relationship Management Solution
Built for Your Constituents
Improve fundraising and build stronger relationships by creating a seamless donor experience. Advancement RM is CRM software built on the Salesforce platform to meet the complex needs of Advancement teams.
A Community You Can Advance With
01
Improve
Fundraising
Make fundraising easier with cutting-edge CRM software that serves as your “one-stop-shop” for constituent management applications on the Salesforce platform. All the information you need is at your fingertips to crush your fundraising goals.
02
Build Stronger
Relationships
with Constituents
Achieve a deeper understanding of past, present, and potential donors. Advancement RM transforms your fundraising campaigns through automation, personalization, and precise segmentation for easy use and more intelligent targeting.
03
Create a
Seamless Donor
Experience
Precise data granularity accelerates and streamlines your pipeline so you can close more gifts, from more donors, more efficiently. Advancement RM has a wide range of extensions and add-ons that allow you to customize your system based on your needs.
Harness Core
Advancement Insights
With accurate information at your fingertips, you can foster stronger, more lucrative relationships. Get the full picture of every constituent with:
Biographic &
Demographic
Information
Prospect
Management
Gift Processing
Campaign
Management
Reporting, Analytics,
& Business Intelligence
Volunteer &
Membership
Management
Built on the Salesforce Platform
Backed by the Salesforce platform, it’s automated, auditable, and incredibly flexible, allowing you to scale and streamline hundreds of campaigns to meaningfully connect with your entire donor community.
In addition, our team is made up of those certified as Salesforce Administrators, Advanced Administrators, Data Architecture and Management Designers, Sales Cloud Consultants, Marketing Cloud Consultants, Sharing and Visibility Designers, Education Cloud Consultants, Platform App Builders, and Nonprofit Cloud Consultants.
Customize Your
Advancement Ecosystem
Advancement RM's foundation on the Salesforce platform makes it simple to add functionality that supports your advancement infrastructure through a group of seamless, configurable products including:
Events
Management
Online Giving
Communities
Email Marketing
Matching Gifts
Leverage Analytics and
Business Intelligence
Easy-to-locate, accurate, and up-to-date data means you can begin every donor conversation with confidence. Consume data how you need to through:
Traditional
Reporting
Salesforce
Reporting
Granular and
Multivariable
Analysis
Machine
Learning