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Ellucian CRM Advance

Ellucian CRM Advance

Overview

What is Ellucian CRM Advance?

Ellucian CRM Advance is a nonprofit constituent relationship management software solution offered by Ellucian, Inc.

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Recent Reviews

TrustRadius Insights

Ellucian is a versatile platform that helps teams stay aligned and organized by logging important notes and information for easy access …
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Awards

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Pricing

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What is Ellucian CRM Advance?

Ellucian CRM Advance is a nonprofit constituent relationship management software solution offered by Ellucian, Inc.

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  • No setup fee

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  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Ellucian CRM Advance?

Ellucian Advance is a nonprofit constituent relationship management software solution offered by Ellucian, Inc.

Ellucian CRM Advance Video

A Day in the Life with Ellucian CRM Advance

Ellucian CRM Advance Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

(17)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Ellucian is a versatile platform that helps teams stay aligned and organized by logging important notes and information for easy access and reference. Users have found that the ability to input and retrieve data easily allows for efficient reporting and prompt submission of information. This streamlines their workflow and saves time, ensuring that they can focus on more strategic tasks.

One of the key use cases for Ellucian is its assistance in finding the right donors and providing fundraising totals for better fundraising management. Users have reported that the platform's features support their college's fundraising efforts, allowing the Development team to track fundraising from alumni and donors effectively. The customization options available in Ellucian Advance CRM, such as reports and lookups, streamline data processing and provide a more efficient platform for work. By centralizing data in a single location, this system eliminates the business problem of outdated systems and the need for major support and upgrades.

Another valuable use case of Ellucian is its ability to ensure everyone is on the same page with updates and information. Being used across all departments, the software fosters collaboration by keeping everyone up-to-date with relevant updates, eliminating communication gaps between different teams. Moreover, some integration with the ERP system provides additional functionality for the Development office, further enhancing their productivity.

Overall, users have found Ellucian to be an invaluable tool for improving organizational efficiency, streamlining processes, and supporting fundraising efforts. Its ease of use, customizable reports, seamless integration with existing systems, and centralization of data make it a trusted companion in their day-to-day work tasks.

User-Friendly Interface: Many reviewers have praised Ellucian for its user-friendly interface, stating that it is easy to navigate and understand. This has helped them quickly adapt to the software and become productive in their roles.

Efficient Business Processes: Several users have mentioned that Ellucian has streamlined their business processes by automating key tasks and identifying important information at each phase of a record. This has resulted in a decrease in processing time for individual records and improved overall efficiency.

Seamless Integration: Numerous reviewers have highlighted the seamless integration capabilities of Ellucian with other systems like Banner or Ellucian Colleage. They appreciate how easily they can connect different tools and share information across multiple platforms, enhancing the usability and functionality of the software.

Limited Cross-Functionality with Microsoft Suite: Some users have expressed frustration with the lack of integration between Ellucian and the Microsoft Suite or Office365, resulting in manual entry of emails, calls, and outreach.

Lack of Dashboards and Customization: Several reviewers have mentioned that Advance lacks customizable dashboards to effectively present data. This limitation hinders individual user needs and makes it difficult to access information quickly.

Antiquated Appearance and Reliance on Reports: Users criticize the outdated appearance of the platform and its heavy reliance on reports. They also mention that support has been scaled back in favor of newer services like Salesforce and Blackbaud.

Attribute Ratings

Reviews

(1-3 of 3)
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Score 6 out of 10
Vetted Review
Verified User
Incentivized
Ellucian CRM Advance was being used across the entire organization to support the college's fundraising efforts. The Development office was the primary support users along with some involvement from the IT staff. It allowed our Development team to track fundraising from alumni and donors and had some minimal integration with our ERP system.
  • Ties fundraising efforts to alumni.
  • Seamless integration from Ellucian Colleage or Banner.
  • Reporting capabilities are limited.
  • Navigation is not very user friendly.
SAAS or managed cloud scenarios would be best for new customers. Managed cloud seems to be the trend with existing customers to keep current customizations in place. Current Ellucian customers with Colleague or Banner make the most sense in using CRM Advance. Data doesn't need to be sent to a third-party application.
  • Negative ROI.
  • Nothing to show other than frustrated support staff.
We actually recently dropped CRM Advance and are now live with Raisers Edge. Raisers Edge was much more user friendly and built around the fundraising experience. Integration was possible through a secure FTP interface with Ellucian Colleague. Other Blackbaud products have since been purchased to further enhance fundraising and gift giving.
Technical support for CRM Advance was difficult to work with. They often took several days to respond. In many circumstances they also would only point my technical staff to documents or web links for reference on how to resolve issues. The lack of assistance was a factor for us when making the decision to go with a different vendor for fundraising.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
Ellucian Advance CRM is being used currently throughout our company in all departments. This program is extremely helpful in making sure all departments are on the same page as everyone else. One person updates it and we all get to see that update.
  • Easy to look up info on our students
  • Shared across the campus and other campuses
  • Sometimes it has delays, which makes it hard to update the info
  • This program is internet based so if the internet goes down we cannot access this program
A potential student calls in and we can enter all the information in CRM right then. Ellucian CRM Advance makes it easy for when we go back a week later to see all the notes on the student rather than asking them all over again. Admissions takes the call and enters all info into CRM Advance and then Academics can just log in and see all the notes Admissions took on the student.
  • Nothing really negative to report. Ellucian makes our company flow better.
Bryant and Stratton College chose to use both these programs. They are both so efficient for our company.
CRM Advance is very efficient and overall a great product. We have been using CRM for many many years with really no complaints. It fits our needs.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
The entire organization is utilizing Ellucian Advance to streamline the processing of data, identifying information trends, and providing a more efficient platform on which to work. The major business problem of outdated systems needing major support and upgrades has been eliminated. By bringing the entire environment over to one system, data is contained in a single location at a single source and can be managed much easier.
  • The system has helped to streamline business processes by identifying the key information needed in each phase of a record.
  • We have seen a decrease in processing time for an individual record as the automated system allows all parties to have access to the same information simultaneously.
  • By being able to access all pertinent information, the system has helped to make the recruiting process easier and more efficient for all users.
  • Some of the data is not in the most intuitive location.
  • The initial learning curve of the system was a bit steep, but after working with the system exclusively, our users got proficient very quickly.
Ellucian Advance is a wonderful system for managing the incoming data of applicants. It allows for a complete record to be available at one's fingertips, and provides a strong display of details needed to produce a complete review and recommendation. The data is grouped together logically and is easy to access.
  • We are now able to do a more effective review of applicants and see overall trends of characteristics such as source locations. This helps to focus other efforts such as marketing to support those areas and increase others.
  • There is now a full picture of the needs of our students. By being able to view information in a logical progression, trend data can be identified and reacted to.
Ellucian Advance allows for the logical grouping of data and a very easy way to display it. The pre-set forms are arranged in a way that makes it simple to pull and review data as needed without having to recreate data tables or reformat information.
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