Name: A Day in the life with Ellucian CRM Advance
Uploaded: 2019-12-10T22:02:59.000Z
Duration: 3 min 11 s
Description: A Day in the Life with Ellucian CRM Advance

Help Desk

Web and Video Conferencing

Customer Support

AI Chatbot

Continuous Integration

Mind Mapping

Development

Attendance Tracking

Education

Business Intelligence (BI)

Case Management

Collaboration

Diagramming

Enterprise Resource Planning (ERP)

Office Suites

Enterprise

Accounting

Online Trading

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Credentialing

Diversity, Equity, and Inclusion (DEI)

Freelance Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Authentication

Business Internet Service Providers (ISPs)

Cloud Storage

Container Management

Digital Experience Monitoring (DEM)

Disaster Recovery as a Service (DRaaS)

Dynamic Application Security Testing (DAST)

Fraud Detection

High Availability Cluster

Integration Platform as a Service (iPaaS)

M2M Application Development

Managed Security Service

Message Oriented Middleware

Modular Storage Area Network (SAN)

Network Performance Monitoring

Phishing Detection and Response

Security Validation

Storage Area Network

Virtualization Management

Web Portal

Information Technology

A/B Testing

AI Image Generation

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Reference Management

Email Marketing

Identity Resolution

Marketing Automation

Mobile Marketing

SMS Marketing

Social Media Management

Survey & Forms Building

Video Streaming

Web Analytics

Marketing

Field Service Management

Project Management

Professional Services

Customer Relationship Management (CRM)

Sales

Cloud Security Posture Management

Security

Building Information Modeling (BIM)

Catering

Equation Editors

Intelligent Document Processing

Legal Research

Moving Software

OSS/BSS (Operations Support/Business Support)

Online Voting

Real Estate Property Management

Vertical-Specific

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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.

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.

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.

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

Standard

Kindful, a Bloomerang product

NationBuilder is a content management software offering from NationBuilder.

Starter

NationBuilder

Ellucian CRM Advance

Tools used by nonprofits to manage relationships with constituents.

Nonprofit CRM

Likelihood to Recommend

Support Rating

A Day in the Life with Ellucian CRM Advance

A Day in the life with Ellucian CRM Advance

Explore what a day on your campus could look like when you’re driving institutional growth with the leading advancement solution in the cloud designed for higher education. https://www.ellucian.com/solutions/ellucian-crm-advance

Donor Database

The donor database allows organizations to store, track, and update information about their constituents

Constituent database

Information about donors, corporate supporters, members, alumni, grant-making organizations, volunteers, staff, and/or nonprofit recipients is stored in a database.

Constituent interaction tracking

Capture, track, and record history of constituent donations, memberships, participation, and communications.

Constituent relationship management

Link constituents to each other based on family, employer, household, and other relationships.

Donor and member portals

Self-serve portals for contributions, participation, profile updates, and event registration.

Automated workflows

Parts of the constituent management process, like email communication and updating contact records, can be automated.

Communications and Marketing

Constituent engagement and marketing features

Constituent engagement and marketing

Email, text, phone, print mailings, digital ads, and/or social media communications capabilities are available for constituent engagement and marketing.

Social listening

The software can track constituents’ mentions of the organization on social media platforms.

Digital advocacy enablement

Constituents can be given options to take advocacy actions like sharing fundraising links with peers or calling representatives.

Reporting and Analytics

Reporting and analytics about constituents and donations

Reporting and data visualization

Track donor retention and acquisition, campaign success, and incoming donations recommendations for ask amounts, donors at risk of lapsing.

Predictive analytics

Analytics offer insights like recommended ask amounts and warnings about donors at risk of lapsing.

Wealth screening

The software can access publicly available wealth screening data to provide information on donors’ charitable giving histories.

Fundraising and Events

The ability to accept and process donations and manage events

Online donation options

Online avenues for donation are available, including landing pages, forms, donation buttons, etc.

Event registration and ticketing

Track ticket purchases for events and connect them to constituent profiles

Text and phone donations

Constituents can donate via text or phone call.

Volunteer shift management

The software allows volunteers to sign up and check in for event shifts.

Mobile event check-in

Attendees and volunteers can be checked in at events with a mobile device.

Security and Platform

Features related to security and general platform usage and implementation

Role-based user permissions

Permissions to perform actions or access or modify data are assigned to roles, which are then assigned to users, reducing complexity of administration

Mobile access

Users can access the CRM via an app from a mobile phone or tablet.

Integrations

The software includes or integrates with nonprofit marketing, fundraising, donor prospect, accounting, payment, event management, and/or grant management solutions.

Raiser's Edge, legacy

Okta

Zerto

Ellucian CRM Advance 2019-12-11 13:39:27

UKG Pro

Ellucian CRM Advance 2019-12-11 10:01:48

Oracle PeopleSoft ERP

SAP Enterprise Portal

Google Drive

SAP Business Warehouse

Ellucian Advance 2018-01-22 09:49:28

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Internet based

Cannot access

Reporting capabilities

Capabilities are limited

Initial learning

Not very user

Learning curve

User friendly

Initial learning curve

Pertinent information

Recruiting process

Process easier

Business processes

Seamless integration

Processing time

Automated system

System allows

Home

Nonprofit CRM Software

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.

Ellucian CRM Advance

Overview

What is Ellucian CRM Advance?