There are many learning resources available to help you familiarize yourself with our new CRM.
UVA CRM Terminology
Learn some of the new lingo here.
UVA CRM Hard Hat Tours
Check out these videos for an exciting peek at what we have built so far for UVA.
- CRM Fundamentals: Previewing Constituent Profiles in our Future CRM - August, 2024
- Transforming Stewardship: A Glimpse Into Our Future CRM - August, 2024
- Future Ready Portfolio Management - Unveiling Innovations in our New CRM - August, 2024
Generic Videos
These videos will give you a sense of the generic new Advancement CRM environment. They are not customized for UVA, but helpful for getting the picture of what is coming.
Training Coming Soon
- CRM Process Changes Overview and Team Readiness February 19 TBD
- Advancement CRM Super Users Launch February 19 TBD
- New Best Practices for Stewardship the UVA Way March 19 TBD
- Get Started Learning Salesforce March 19 TBD
- CRM Update April TBD, May TBD, June TBD
- Reporting in Our New CRM April TBD
- Preparing for CRM May 21 TBD
- See All Upcoming Training
Salesforce Learning: Trailhead
Trailhead is a free place where you can learn about generic Salesforce functionality and earn badges! This will help you understand more about the underlying Salesforce platform on which our new Advancement CRM is built. To get started:
- Create a Salesforce Trailhead account with your UVA email by visiting https://trailhead.salesforce.com/ and clicking the blue “Sign Up” button on the top right. Sign up using the email option and be sure to use your UVA computing ID email address (not your alias). Once you have an account, when you want to access it, you will visit the link above and log in. They will send a login code to your email each time you need to log in.
- Check out this UVA-curated list of Salesforce Trailmixes and Credentialing Info. You can follow Trailmixes you are interested in, so they show up in your “My Trailmixes” space in Trailhead. This keeps them handy in one place.
- Everyone should start with the Basics:
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Salesforce: Getting Started Job Aids
Job aids that don’t require any login and are accessible via the Web. Most helpful once you have a Salesforce account or a Playground in your Salesforce Trailhead learning space.
- Log In, Navigate and Search Salesforce
- Navigate Lightning Experience Pages
- Personalize Your Salesforce Experience
Upcoming Training Opportunities
Jan
13
Advancement CRM Update: Countdown to Launch
Monday, January 13 |
9:00 am - 10:00 am
EST | Week of Learning
With the Advancement CRM launching in the year ahead, this session is your roadmap to readiness. Discover the latest updates, understand the critical milestones ahead, and find out how you can play a pivotal role in this transformative journey. Equip yourself with the knowledge to maximize the system's potential from day one, ensuring your organization is at the forefront of advancement technology.
Jan
13
Advancement CRM: The Future of Data and Reporting
Monday, January 13 |
10:30 am - 11:30 am
EST | Week of Learning
This session promises to demystify advanced reporting features, showcasing how integrations with Salesforce Lightning and Tableau can transform raw data into strategic insights. Learn how to leverage these tools for smarter decision-making, enabling your organization to not just meet but exceed its strategic objectives through data-driven strategies.
Jan
14
Advancement CRM: The Future of Data and Reporting
Tuesday, January 14 |
1:00 pm - 2:00 pm
EST | Week of Learning
This session promises to demystify advanced reporting features, showcasing how integrations with Salesforce Lightning and Tableau can transform raw data into strategic insights. Learn how to leverage these tools for smarter decision-making, enabling your organization to not just meet but exceed its strategic objectives through data-driven strategies.
This session is also offered on Monday at 10:30am.
Jan
14
Measuring Impact: Tracking Events the UVA Advancement Way
Tuesday, January 14 |
1:00 pm - 2:00 pm
EST | Week of Learning
Get an exclusive preview of UVA’s new Advancement Events data framework and discover how it will transform event planning, execution, and evaluation across our community. This session will introduce key fields, compliance expectations, and best practices for tracking and measuring event data. You’ll learn how to capture essential insights, assess impact, and enhance future engagement strategies—all in preparation for the upcoming Advancement CRM migration. Don’t miss this chance to stay ahead of the curve and optimize your events for success.
Jan
15
Advancement CRM Update: Countdown to Launch
Wednesday, January 15 |
9:00 am - 10:00 am
EST | Week of Learning
With the Advancement CRM launching in the year ahead, this session is your roadmap to readiness. Discover the latest updates, understand the critical milestones ahead, and find out how you can play a pivotal role in this transformative journey. Equip yourself with the knowledge to maximize the system's potential from day one, ensuring your organization is at the forefront of advancement technology.
This session is also offered on Monday at 9am.
Jan
15
Prospect Management at UVA – Updates and DO Metrics
Wednesday, January 15 |
10:30 am - 11:30 am
EST | Week of Learning
Stay ahead of the curve with updates to UVA’s Prospect Management Policy. This session will outline streamlined processes,updated development officer metrics, revised guidelines, and role-specific responsibilities tied to the new Advancement CRM. Gain insights into improved prospect tracking and best practices to enhance your effectiveness and consistency across teams.
Jan
15
Advancement CRM: Previewing Constituent Profiles
Wednesday, January 15 |
1:00 pm - 2:00 pm
EST | Week of Learning
Get a sneak peek at the enhanced constituent profiles in UVA’s new Advancement CRM. This session will highlight transformative features designed to simplify your user experience, making it easier to find what you need and manage data more efficiently.
This session is eligible for credit toward the Administrative Professionals Training certificate program.
Jan
15
Advancement CRM: Future Ready Portfolio Management
Wednesday, January 15 |
2:30 pm - 3:30 pm
EST | Week of Learning
Step into the future of portfolio management with Advancement CRM. See firsthand how this tool will streamline your fundraising efforts, from prospect tracking to proposal management, all accessible on your mobile device. This session ensures you're equipped to manage your portfolio anytime, anywhere.
Jan
16
Lessons Learned Luncheon - CRM Go Live!
Thursday, January 16 |
11:30 am - 1:00 pm
EST | Week of Learning
CRM go-live is not just about flipping a switch; it is about orchestrating an entire symphony of technology, people, and processes. Each hiccup a lesson, every success a milestone. Join this session with colleagues from other universities who have launched their CRM. Together, we'll explore how, with the right crew, preparation, and mindset, the journey to CRM success is not just possible, it's rewarding.
This session in conjunction with the Friday BASECAMP ADVANCEMENT CRM: Early Adopters Workshop is eligible for 3 credits toward the Administrative Professionals Training certificate program.
Jan
16
Advancement CRM: Revolutionizing Stewardship
Thursday, January 16 |
1:00 pm - 2:00 pm
EST | Week of Learning
Step into a new era of donor engagement with Advancement CRM. This session will showcase how the CRM's new features can revolutionize how you steward donors, offering tools for better efficiency, communication, and relationship management. Be prepared to transform your stewardship approach for greater impact.
This session is eligible for credit toward the Administrative Professionals Training certificate program.
Jan
17
BASECAMP ADVANCEMENT CRM: Early Adopters Workshop
Friday, January 17 |
8:30 am - 12:00 pm
EST | Week of Learning
Secure your spot among the trailblazers! On Friday, January 17, closing out our Week of Learning, immerse yourself in the future of our Advancement CRM with this exclusive post-conference workshop.
Hands-On Exploration: As an early adopter, you'll receive one-day access to our CRM sandbox, offering you a unique opportunity to interact directly with the system. Bring your laptop so you can explore!
Expert Guidance: Engage in guided tours through the new Advancement CRM and quick demos, where you'll:
Learn the Lingo: understand some of the terminology that will become second nature in your daily operations;
Navigate with Ease: get acquainted with the interface, exploring profiles and learning how to navigate and utilize key features;
On the Go: get a sneak peek of the mobile app.
This session in conjunction with the Thursday Lessons Learned Luncheon - CRM Go Live! is eligible for 3 credits toward the Administrative Professionals Training certificate program.
Feb
19
CRM Process Changes Overview and Team Readiness
Wednesday, February 19 |
10:00 am - 11:00 am
EST
CRM Process Changes Overview and Team Readiness Training Session