Talisma Advancement Constituent Relationship Management (CRM) empowers university advancement, development, alumni relations, and public affairs staff to improve communication and drive activities necessary to build personal, one-to-one relationships and meet funding goals. Using Talisma Advancement CRM effectively will increase productivity decrease program expenses.
- Establish and manage relationships with alumni, donors, and corporate partners
- Manage dynamic communication plans and campaigns
- Perform powerful success metrics analyses for future development efforts
Build lifetime constituent value through stronger, personalized relationships
- Maintain a single view record of all interactions with donors and prospects.
- Easily import records of new graduates, target companies, or other prospect sources.
- Use technology to identify and focus resources on those most likely to donate.
- Automatically track and manage all interactions with constituents, across all communication channels, during the entire lifecycle—from prospect to donor to trustee.
- Provide prospects and donors the option to interact and contribute online using email, chat, Web forms, and Web self-service.
- Manage and track multi-step, multimedia campaigns.
- Build automated workflows that improve fundraising efficiency and effectiveness.
- Easily configure role-specific screens for students, volunteers, staff, managers, and executives.
- Generate real-time reporting and in-depth analyses of prospecting and donor development activities.
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