Teksmart Aces tracking platfrom for Bryant's Fundraising Activities

Bryant faced challenges in tracking and forecasting campaign performance, leading to missed opportunities and inefficient use of resources. Teksmart implemented salesforce solution that centralized lead and donor management, provided better forecasting tools for leadership and improved collabration among staff.
Bryant faced challenges in tracking and forecasting campaign performance, leading to missed opportunities and inefficient use of resources. Teksmart implemented salesforce solution that centralized lead and donor management, provided better forecasting tools for leadership and improved collabration among staff.

Client Profile

A private university with a tradition of innovation and a global vision for success in education. Higher Education Data Architecture (HEDA) Lightning Platform Informatica Cloud Integration Data Architecture

Salesforce Products

Health Cloud

Service Cloud

Field Service

Experience Cloud

The Challenge

  • Departments lacked the reporting features needed to determine how well each campaign performed.
  • Senior university leadership did not receive clear forecasting goals and progress.
  • Fundraising officers had trouble tracking donor activities, resulting in lost opportunities.
  • Lead management teams were unable to glean a complete picture of their prospects, so they struggled prioritizing their targets.
  • Staff duplicated efforts, frustrating prospects as well as themselves
  • Lack of donor information visibility at different steps of the cultivating process.

Success Outcomes

  • Boosted the quality and scoring process for the leads
  • Provided better forecasting tools to senior leadership
  • Centralized activity management
  • Streamlined communication among employees and also to potential donors
  • Reduced duplicate efforts and ensuing confusion with supporters
  • Increased the effectiveness of campaigns by better targeting prospects
  • All the information was consolidated which gave a complete view of all the marketing and sales campaigns.
  • The number of donations increased by 30%.
  • The donation amount was increased by 20%.
  • The campaign cost was reduced by 30%.

What Our Clients Say

Rating

“The new Salesforce solution broke down data barriers, so we now have a much clearer picture of who our supporters are and create events suited to each one of them,” said Greta Guilbault, Application Architect at Bryant University.

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© 2021 Teksmart Global. All Rights Reserved