Salesforce Ascend
About Salesforce Ascend
Aimed to improve alumni and donor management, the university’s Advancement department implemented a Salesforce solution, ascend system in early 2025 that is currently in use by the department.
This new CRM system has brought numerous benefits — broadly, those are personalized engagement, enhanced communication, and increased fundraising.
More specifically, the software offers robust householding and organization affiliation tracking to engage with donors effectively. Gift processing includes automated processes for soft credits, data updates when a constituent is marked as deceased, duplicate checking for new constituents, and generation of new prospect profiles.
Advancement teams now have more robust donor research and reporting capabilities; and other teams have customized dashboards tailored for their work. They are also benefiting from customized ascend components like relevant page design, an online donor portal, alumni directory, and event management portal.
The implementation of the Salesforce-based ascend CRM enhances Loyola’s ability to manage alumni and donor relationships, aligning with Pillar II of the Strategic Plan. This project supports the strategic goal of activating the Loyola alumni network and increasing engagement, pride, and philanthropic support. It also contributes to the university’s broader brand and fundraising strategies.
Campus Benefits
Advancement’s ability to manage alumni and donor relationships, as well as activate the Loyola alumni network and increase engagement, pride and philanthropic support. Advancement leaders now have a future-looking CRM that is integrated with a large set of third-party tools and customized to the specific needs of the entire Loyola team. The new CRM has significantly enhanced Loyola’s fundraising capabilities, enabling more effective donor engagement and streamlined operations.
- Data Integration: Data is automatically processed from multiple sources to create and update constituent information.
- Prospect Management: Recommended actions, reporting, and analytics that optimize fundraising and engagement.
- Gift Processing: Simplified gift matching, bulk processing, and pledge commitments.
- Mobile and Web Access: The ability to access constituent profiles from any device.
- AI Integration: Use AI-powered tools to create content and personalize communication.
- Automated Email Responses: The option to sSend automated email responses to constituents.
Contact Information
Email: itsservicedesk@luc.edu or Phone: 773/508-4487.
Timeline/Milestones
The Ascend CRM project went live in February 2025.
About Salesforce Ascend
Aimed to improve alumni and donor management, the university’s Advancement department implemented a Salesforce solution, ascend system in early 2025 that is currently in use by the department.
This new CRM system has brought numerous benefits — broadly, those are personalized engagement, enhanced communication, and increased fundraising.
More specifically, the software offers robust householding and organization affiliation tracking to engage with donors effectively. Gift processing includes automated processes for soft credits, data updates when a constituent is marked as deceased, duplicate checking for new constituents, and generation of new prospect profiles.
Advancement teams now have more robust donor research and reporting capabilities; and other teams have customized dashboards tailored for their work. They are also benefiting from customized ascend components like relevant page design, an online donor portal, alumni directory, and event management portal.
The implementation of the Salesforce-based ascend CRM enhances Loyola’s ability to manage alumni and donor relationships, aligning with Pillar II of the Strategic Plan. This project supports the strategic goal of activating the Loyola alumni network and increasing engagement, pride, and philanthropic support. It also contributes to the university’s broader brand and fundraising strategies.
Campus Benefits
Advancement’s ability to manage alumni and donor relationships, as well as activate the Loyola alumni network and increase engagement, pride and philanthropic support. Advancement leaders now have a future-looking CRM that is integrated with a large set of third-party tools and customized to the specific needs of the entire Loyola team. The new CRM has significantly enhanced Loyola’s fundraising capabilities, enabling more effective donor engagement and streamlined operations.
- Data Integration: Data is automatically processed from multiple sources to create and update constituent information.
- Prospect Management: Recommended actions, reporting, and analytics that optimize fundraising and engagement.
- Gift Processing: Simplified gift matching, bulk processing, and pledge commitments.
- Mobile and Web Access: The ability to access constituent profiles from any device.
- AI Integration: Use AI-powered tools to create content and personalize communication.
- Automated Email Responses: The option to sSend automated email responses to constituents.
Contact Information
Email: itsservicedesk@luc.edu or Phone: 773/508-4487.
Timeline/Milestones
The Ascend CRM project went live in February 2025.