What is the Brandeis Advancement CRM?
The Brandeis Advancement CRM Solution is a suite of tools that leverages the Salesforce platform, integrating to create a seamless flow of data.
In addition to ascend, The Brandeis Advancement CRM includes MCAE (previously Pardot) (to support email campaigns), Linvio (event management), Conga (document generation), and Tableau CRM (reporting tools). To learn more about these tools and their functionality, please visit the CRM Essentials page.
With these Salesforce tools, Brandeis built a core solution that connects data, fosters collaboration, and strengthens engagement and relationship management across the institution.
Have a question about CRM tools?
Email crm-help@brandeis.edu, visit our FAQs page, or visit our Training Materials page for more information.
Additional Salesforce Resources
Interested in learning more about the new Salesforce products? In addition to the training materials provided by the Brandeis Implementation and Change Management teams, Salesforce offers robust training opportunities through Trailhead. If you are interested in more in-depth training opportunities for any of our new solutions, please contact IT to learn more about Accelerators.