FundSvcs Community

I don’t think anything “talks” to Colleagues🤨🤪 Beverly Lyles Southern Nazarene University Bethany, OK 73008 405-491-6606 Sent from my iPhone On Feb 18, 2019, at 4:44 PM, Hornbeck, Cynthia <CHornbeck1@twu.edu> wrote: <image001.gif> Our university is exploring the option of changing CRMs and they are wanting the advancement office to change systems also. At the moment the advancement office has RE and the University is wanting to move everyone to Salesforce, Target X, and keep Colleague. Does anyone out there currently or have you used Salesforce and Target X? Would you be willing to discuss the pros and cons of the advancement office using these products and how well they “talk” to Colleague? Thank you, Cynthia Hornbeck <image002.png> University Advancement 940-898-3894 CHornbeck1@twu.edu <image003.png>

Our university is exploring the option of changing CRMs and they are wanting the advancement office to change systems also. At the moment the advancement office has RE and the University is wanting to move everyone to Salesforce, Target X, and keep Colleague. Does anyone out there currently or have you used Salesforce and Target X? Would you be willing to discuss the pros and cons of the advancement office using these products and how well they "talk" to Colleague? Thank you, Cynthia Hornbeck [cid:image002.png@01D4C7A9.38FFDDC0] University Advancement 940-898-3894 CHornbeck1@twu.edu<mailto:CHornbeck1@twu.edu> [https://www.blackbaud.com/files/training/jobaids/CSOD/Badges/certification_b/PRO_Orange.png]

Hi Cynthia, We are not current Colleague users, but we did just go through a migration from Ellucian Advance to Salesforce for Institutional Advancement and we are keeping Advance for gifts processing so we have set up an integration. To Beverly's point, it isn't pretty! But it works and so far works well. I'm happy to discuss more ins and outs if you care to connect. *Rebecca Boughamer*Assistant Vice President, Advancement Services | University of Maryland University College 3501 University Blvd E | Adelphi, MD 20783 Office: 301-985-7561 | Fax: 301-985-7111 | Mobile: 301-892-1277 | rebecca.boughamer@umuc.edu <rboughamer@umuc.edu> UMUC Advancement Services Intake Form <https://docs.google.com/forms/d/e/1FAIpQLScbK2bxhD80G_TWxn-FFjOYHG3j7uZXPL23BEjEoJA5fKn9_Q/viewform?usp=sf_link> UMUC IA Data Request Form <http://goo.gl/forms/eKbIEUBqKF> | UMUC IA Research Request Form <http://goo.gl/forms/dw7EMtguDR> On Mon, Feb 18, 2019 at 5:44 PM Hornbeck, Cynthia <CHornbeck1@twu.edu> wrote: > Our university is exploring the option of changing CRMs and they are > wanting the advancement office to change systems also. At the moment the > advancement office has RE and the University is wanting to move everyone to > Salesforce, Target X, and keep Colleague. > > > > Does anyone out there currently or have you used Salesforce and Target X? > Would you be willing to discuss the pros and cons of the advancement office > using these products and how well they “talk” to Colleague? > > > > > > > > Thank you, > > Cynthia Hornbeck > > University Advancement > > 940-898-3894 > > CHornbeck1@twu.edu > > [image: > https://www.blackbaud.com/files/training/jobaids/CSOD/Badges/certification_b/PRO_Orange.png] > > > > >

Our organization recently switched over to Salesforce last year in April. It's been (and continues to be!) a journey for us. Happy to share more about our experience so far, although we're not an academic institution so I can't speak to how it intersects with the other software programs you've mentioned. We are, however, aiming to transition all of our direct program departments to using Salesforce as well. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG> On Behalf Of Hornbeck, Cynthia Sent: Monday, February 18, 2019 2:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: [FUNDSVCS] New CRM Our university is exploring the option of changing CRMs and they are wanting the advancement office to change systems also. At the moment the advancement office has RE and the University is wanting to move everyone to Salesforce, Target X, and keep Colleague. Does anyone out there currently or have you used Salesforce and Target X? Would you be willing to discuss the pros and cons of the advancement office using these products and how well they "talk" to Colleague? Thank you, Cynthia Hornbeck [cid:image005.png@01D4C9F4.00A00FC0] University Advancement 940-898-3894 CHornbeck1@twu.edu<mailto:CHornbeck1@twu.edu> [https://www.blackbaud.com/files/training/jobaids/CSOD/Badges/certification_b/PRO_Orange.png]

Our Advancement Office made the switch to Salesforce three years ago. Cannot speak to the Target X or Colleague interface but there is a robust higher education community within Salesforce's online ecosystem. If you are contemplating Salesforce or have specific questions here are some links to resources that may help. I highly recommend the monthly office hours. Higher Ed Office Hours: https://powerofus.force.com/articles/Customer_Service/Salesforce-com-Foundation-Weekly-Office-Hours Trailblazer Community: https://success.salesforce.com/ Power of Us Hub: https://www.salesforce.org/help/power-of-us-hub/ Trailhead: https://trailhead.salesforce.com/en/home Regards, Tatiana Walzer Assistant Director of Advancement Services University of Saint Francis 260-399-7700 ext 6402 From: Advancement Services Discussion List [mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG] On Behalf Of Elizabeth Phung Sent: Thursday, February 21, 2019 6:31 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG Subject: Re: [FUNDSVCS] New CRM **WARNING** This email originated from outside of USF. *DO NOT CLICK* links or attachments unless you recognize the sender and know the content is safe. Our organization recently switched over to Salesforce last year in April. It's been (and continues to be!) a journey for us. Happy to share more about our experience so far, although we're not an academic institution so I can't speak to how it intersects with the other software programs you've mentioned. We are, however, aiming to transition all of our direct program departments to using Salesforce as well. From: Advancement Services Discussion List <FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG>> On Behalf Of Hornbeck, Cynthia Sent: Monday, February 18, 2019 2:45 PM To: FUNDSVCS@LISTSERV.FUNDSVCS.ORG<mailto:FUNDSVCS@LISTSERV.FUNDSVCS.ORG> Subject: [FUNDSVCS] New CRM Our university is exploring the option of changing CRMs and they are wanting the advancement office to change systems also. At the moment the advancement office has RE and the University is wanting to move everyone to Salesforce, Target X, and keep Colleague. Does anyone out there currently or have you used Salesforce and Target X? Would you be willing to discuss the pros and cons of the advancement office using these products and how well they "talk" to Colleague? Thank you, Cynthia Hornbeck [cid:image002.png@01D4CD23.0AB46150] University Advancement 940-898-3894 CHornbeck1@twu.edu<mailto:CHornbeck1@twu.edu> [https://www.blackbaud.com/files/training/jobaids/CSOD/Badges/certification_b/PRO_Orange.png]