Saleforce CRM Migration
Implementing a complete Salesforce CRM solution to migrate and modernize the salesforce system, its processes, and its capabilities
Stanford is one of the top universities in the US and worldwide. Like other prestigious private universities, the organization attracts donors, especially former students and public figures, who also secure naming rights for various landmarks, edifices, and events on campus. The donation relationships and processes are managed and tracked using CRM systems.
Stanford had relied on a custom-configured software solution, PostGrads, to handle their alumni and constituent database. The organization was looking to update to a more modern CRM system that would provide more features and process — and options to leverage that data more effectively.