Advancement RM

Enhance Fundraising with the
Customer Relationship Management Solution
Built for Your Constituents

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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.

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

See Advancement RM in Action

Request a Demo