Rose-Hulman Institute of Technology Takes Advantage of Next Gen CRM

Rose-Hulman selected Anthology Raise to meet their advancement CRM needs as they continue to move forward in building out more functionality within the platform.

Working closely with the implementation team allowed them to identify how best to transition processes to the Raise platform – often updating or improving upon processes – and benefitting from the best practices shared by the Anthology team.

Coming from a primarily transactional database and migrating to Raise has felt like night versus day for the team as they can view visuals and their next actions within the platform. Their team has benefited from the ability to have their own view of the data, highlighting next steps for each individual. The gift processing team sees dashboards specific to them, while leadership gift officers see engagement within their portfolio, gifts that have been made, and which prospects they haven’t connected with in a while.

From a data perspective, Rose-Hulman appreciates the benefit of having one all-knowing record that information can be appended to — this way, everyone is looking at the same information and reducing questions about the data. Additionally, since Raise is completely mobile-friendly, gift officers can enter prospect notes directly from their phone after a meeting, saving time and ensuring that data is entered quickly. In addition, gift officers like the integration with Outlook to easily track calls and emails.

Critical for the team is the time that they are saving using Raise – visualizations reduce the need to write reports and provide regular updates as the information is immediately updated, queries and reports can be created in the tool by anyone on the team to get the information they are looking for and workflows and automations have made previously cumbersome processes easier. Time saved is now used for other projects, rather than on tedious tasks.

Those visualizations and outcome-focused dashboards provide real-time campaign updates, the state of prospect proposals and more. Given the flexibility of the platform, the team continues to add views and options.

Rose-Hulman is moving forward with implementing the enhanced matching gift capabilities within Raise, as well as the more robust tracking of planned giving. While these areas weren’t a focus during implementation, it’s an ideal time to build upon what is already being used. The team is excited to continue to take advantage of new functionality delivered through the Raise platform.