Customer Story:
University of Roehampton
Maximising alumni engagement and fundraising success with Fundraising & Alumni CRM
The University of Roehampton stands as a beacon of academic excellence, consistently ranking among the top modern universities in the UK. Recognised for its commitment to student satisfaction and research prowess, Roehampton has earned its place as a leading institution in London and beyond. In addition to their academic achievements, the University of Roehampton have also demonstrated their responsibility surrounding quality by striving to improve their processes regarding alumni relationship management.
In this case study, we outline the challenges that the university experienced, the solution that was implemented, and how this developed their processes.
Access Fundraising & Alumni CRM
Key takeaways
- Enhanced alumni engagement: Via targeted communications and personalised interactions
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Streamlined data management processes: Ensuring accuracy and compliance with GDPR regulations
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Customisable reporting and analytics tools: Gaining valuable insights into alumni engagement and fundraising efforts
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Improved fundraising initiatives: Identifying high-value donors and facilitating targeted solicitation
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Intuitive interface: Providing ease of learning, even for users with no prior experience with CRM systems
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Comprehensive features and modules: Enabling crucial support to various projects and departments across the university
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Efficient event management capabilities: From pre-planning to post-event analysis
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Seamless integration with third-party mailing services: Supporting efficient mass email communications
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Ability to measure graduate outcomes: While connecting current students with alumni for mentoring and work opportunities
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Dedicated support and resources: Maximising the platform's potential, ensuring universities reap the full benefits of Access Charity CRM
What challenges did the University of Roehampton experience?
With a vast and diverse alumni network spanning the globe, the University of Roehampton recognised the need for a robust system to manage alumni relations efficiently. Handling a multitude of data while nurturing relationships and maximising fundraising efforts presented a significant challenge.
What solution was implemented?
To address these challenges, the university invested in Access Fundraising & Alumni CRM, a comprehensive CRM software tailored for educational institutions. In the following sections, Louis Lovegrove, the Alumni Relations & Development Officer at the university, shares insights into how Fundraising & Alumni CRM has revolutionised their approach to alumni management.
Engaging alumni interactions
Access Fundraising & Alumni CRM provided Roehampton with a centralised platform to store and manage alumni profiles seamlessly. Louis highlights the ease of navigation, customisable reporting tools, and quick data updates as key benefits. This empowered the team to create engaging interactions with alumni by tailoring communications based on specific criteria such as course, college, and geographical location.
As someone who previously had no experience using a CRM or handling large quantities of data, I was surprised with how easy it has been to learn.
Building strong connections
Louis emphasises how Access Fundraising & Alumni CRM facilitated the development of stronger relationships with graduates.
Access Fundraising & Alumni CRM has enabled us to build a stronger relationship with our graduates. We regularly send communications out to our alumni via a third-party mailing service, which integrates with the platform, thereby making it simple and efficient to send out mass emails.
Efficient data management
Access Fundraising & Alumni CRM streamlined data management processes for Roehampton, allowing for efficient upkeep of alumni records. The intuitive search feature proved invaluable, enabling easy retrieval of individual profiles from a database of over 100,000 records. Moreover, the system autonomously updates data, ensuring accuracy and compliance with GDPR regulations.
I find the system very intuitive and the more I explore the modules available, the more I realise how all-encompassing it is.
Insightful analytics driving success
The analytics capabilities of Access Fundraising & Alumni CRM empowered Roehampton to gain valuable insights into alumni engagement and fundraising efforts. Louis highlights the system's capacity to track interactions, donations, and engagement levels, enabling informed decision-making and strategy refinement.
Improving fundraising efforts
Access Fundraising & Alumni CRM played a pivotal role in enhancing Roehampton's fundraising initiatives. By identifying high-value donors, tracking legacies, and facilitating targeted solicitation, the university could maximise revenue generation and support strategic growth initiatives effectively.
Would the University of Roehampton recommend Access Charity CRM?
Louis advises other universities to dedicate time and resources to leveraging Access Fundraising & Alumni CRM fully. He stresses the importance of maintaining clean data and exploring the system's capabilities to maximise its potential for alumni engagement and fundraising success.
I would advise other universities to really dedicate time and resource to the platform because the outcome and capabilities of using Access are undoubtedly worth it.
Conclusion and summary
The University of Roehampton's partnership with Access Fundraising & Alumni CRM has yielded remarkable results, revolutionising their approach to alumni management and fundraising. By harnessing the power of CRM technology, Roehampton continues to strengthen connections with alumni, driving engagement, and securing vital support for its mission of academic excellence.
By adopting Access Fundraising & Alumni CRM, universities can emulate Roehampton's success, fostering vibrant alumni communities and unlocking new opportunities for growth and development.
Find out more about Access Charity CRM
Access Fundraising & Alumni CRM offers tailored CRM solutions designed to meet the unique needs of educational institutions. With its comprehensive features, intuitive interface, and robust analytics, Access Fundraising & Alumni CRM empowers universities to nurture relationships, drive fundraising efforts, and achieve lasting success.
At Access, our team are available to hear from you and provide further details.
