Leveraging AI for Higher Ed Fundraising: A Quick Explainer
As higher education fundraising adapts to contemporary donors’ expectations, one notable trend is the growing popularity of artificial intelligence (AI) fundraising tools. These advanced solutions can help colleges and universities like yours learn more about your donors, build stronger relationships with them, and tailor your outreach efforts to secure more funding. However, there may be concerns at your institution about how AI will impact your operations, or you may just be curious about how to best utilize AI to support your specific university fundraising strategy. Either way, this guide is for you! We’ll cover everything you need to know about leveraging ...
Enhance the Security of Your Salesforce Experience Cloud Site: A Comprehensive Checklist
Salesforce’s Experience Cloud empowers organizations to foster connections among customers, partners, and employees while safeguarding sensitive data. To ensure maximum security within your Experience Cloud environment, here's a thorough checklist covering the top 10 settings and features to verify: 01. Review the Object and Field Access for Community Users Access to Objects and Fields for users is managed via Profiles and Permissions Sets. It's crucial to configure Community-specific User Profiles and Permissions Sets with maximum restrictions. Each community user should only access data essential for engaging with your organization. 02. Assess External Org-Wide Sharing Settings ...
Discover the Redpath Difference: Our Outcome-Focused Approach to Project Management
We’re reshaping the narrative… In the world of service-based project management, the notorious scope creep often sneaks in, altering project landscapes as they progress. But what exactly is scope creep? Picture the scope as the defined workload for a project, and scope creep as the gradual expansion of these requirements over time. It could mean initially planning for 3 dashboards and realizing later that 5 are needed. Or midway through a project, recognizing a shift in the client's needs, prompting a reevaluation of the remainder of the project. Traditionally, this might seem an inevitable aspect of managing projects ...
Driving Higher Ed Donor Engagement: 3 Creative Strategies
From 2021 to 2022, donor retention rates in the education sector dropped from 46% to 32%. For colleges and universities, this sharp decline in retained donors can be frustrating, especially because acquiring new, first-time donors to replace those lost can cost you more in time and resources. Fortunately, there are strategies within your control that will help you retain more donors. Taking deliberate steps to engage existing supporters in your fundraisers keeps them involved and aware of your goals and progress, motivating them to continue supporting your efforts. Depending on your goals and the engagement strategies you’re already using, you ...
What to know about Salesforce Education Cloud: Guide & FAQ
Schools and higher education institutions handle data from thousands of students across multiple departments—and they can’t afford for this data to be siloed. To give students the best educational experience possible and ensure you’re addressing their needs, you need a unified software solution that gives faculty and staff easy access to the full picture. Salesforce Education Cloud offers all of these benefits and more. If you’re on the fence about whether to invest in Education Cloud or just want more information about its capabilities, you’re in the right place. In this guide, we’ll cover the following: What is Salesforce Education ...
You’ve implemented Marketing Cloud, but are you using it to its fullest potential?
The amount of features and functionality included with Marketing Cloud can make even the most experienced admin’s head spin. Many times, nonprofit organizations, colleges and universities are using Marketing Cloud, but they aren’t leveraging all of its tools to their fullest potential. One of the tools we routinely see underutilized is the Journeys feature, which enables marketers to automate their messages to their supporters and make sure they are targeting those who are genuinely interested in their content. Setting up a fully fledged marketing automation Journey can seem like a daunting task, so much so that many people don’t ...
5 Higher Education Fundraising Trends to Be Aware of in 2023
Charitable giving to higher education institutions has recently been on the rise, increasing by 12.5% in the last fiscal year to a whopping $59.5 billion. Is your institution prepared to make the most of current fundraising opportunities? If you feel like your university’s fundraising efforts could use a refresh, it can be helpful to analyze recent fundraising trends to identify and fill gaps in your strategies. Major developments in fundraising technology mean that the virtual environment is more important now than ever for building and sustaining donor relationships. Let’s review five higher education fundraising trends to keep in mind when developing your ...
How technology and the growing virtual environment has changed fundraising
Fundraising has evolved significantly over the last few years with new technologies, strategies, and trends emerging that are changing the way organizations raise money. Your organization may be feeling some of the effects of some of these changes that have evolved over the last few years: Increased use of digital platforms The use of digital platforms, such as constituent relationship management (CRM) platforms, that are connected to social media, email, and mobile apps, has grown significantly in recent years. Many organizations are now using these platforms to reach out to donors, share their stories, and accept donations. The ...
7 Reasons (Awesome!) Salesforce Consultants don’t need a “Techie” Degree
That’s right, I said it. You don’t need a techie degree to become an awesome Salesforce consultant. As a Salesforce consultant with at least one engineering degree, I do not say that lightly. In fact, when I started Redpath Consulting Group in 2008, I firmly believed that to be a Salesforce consultant you needed a computer science/IT degree. And, I’m sure you’re wondering why! Well, it is obvious, isn’t it? Salesforce is a Customer Relationship Management (CRM) computer software system. So to become a Salesforce implementation consultant, clearly you need to be a software and computer engineer. Don’t you?... ...
What is Salesforce Governance and Why do I need it?
The word governance sounds formal and may bring up thoughts of “red tape,” “bureaucracy,” and “inflexibility.” So the mere suggestion of applying a governance framework to your Salesforce org might sound complicated, scary or not a good idea! Before I try and convince you that Salesforce governance is a good idea, let’s explore what governance is. Simply put, the idea of governance within technology is a set of best technology management practices that are followed by all. Now that we have a clear understanding of what governance is, would you agree it’s important? Do you also agree that your ...
