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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 …
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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What is Ellucian CRM Advance?
Ellucian CRM Advance is a nonprofit constituent relationship management software solution offered by Ellucian, Inc.
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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 Systems | Unspecified |
|---|---|
| Mobile Application | No |
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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!
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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 By centralizing data in a single location, this system eliminates the business problem of outdated systems and the need for major support and upgrades.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.
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.
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Reviews
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January 28, 2020
CRM Advance... nicely ERP integrated, but not on par with other Fundraising platforms
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.
- 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.