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Enterprise Constituent Relationship Management
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Initiatives
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Alumni and Donor Constituent Management
Initiatives
Alumni and Donor Constituent Management
Digital Communications: Personalized Digital Messaging and Experience
Event Management
Latest updates
12/29/22
BEP Adopts Salesforce CRM to Strengthen Industry Relationships
2/3/23
Official Launch: Spring 2022
View all announcements
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Alumni and Donor Constituent Management: Unified and Personalized Engagement Experience
What we will achieve:
Fostering alumni and donor affinity
in support of the university’s pursuit of its Top 25 Ambition
Realizing operational efficiencies to
streamline manual activities, increase constituent engagement,
and
improve university-wide coordination
Adoption of a
single, accurate and accessible source of alumni and donor demographic and engagement data
We will get there through:
Building a new paradigm for alumni and donor outreach and engagement practices
Creation of a 360-degree view of constituents to personalize outreach and engagement
Activation of constituent preferences and affinities
Improved university-wide coordination of relationship management
Using a platform and practices that:
Empower alumni and advancement officers to meet unit needs
Align university-wide outreach efforts and activities with strategic benchmarks and performance measures
Leverage proven performance KPIs
Support targeted, personalized, and accessible communications and engagement strategies
Minimize redundancy in efforts through collaborative development of engagement strategies and activities
Automate workflows, improve productivity, and modernize data infrastructure
Provide timely notifications/nudges to initiate engagement
Intuitively deliver content to functional users
How does this benefit UB?
Enriched alumni and donor engagement
Elevated fundraising levels
Extraction of actionable, consistent insights to helps us understand our audiences and improve performance
Facilitating transparency, collaboration, and coordination efforts within our large, distributed organization
Leveraging operational efficiencies
Functional Lead:
Kathleen Heckman
, University Advancement
Status:
Planning