About Training Events & Resources
Training will be available well in advance of the cutover to Advancement CRM, with increasing frequency of necessary training closer to that date. We will provide you with recommended learning paths and guidance by role. Everyone will complete basic training, with additional training specific to job functions like stewardship, frontline fundraising, and events.
The training plan includes a variety of resources and sessions to ensure you can effectively adopt and maximize Advancement CRM. When we get closer to go-live we will offer training paths by role so you can learn to use the system in the context of the work you do. Training will be required and includes on-line, virtual, and in-person sessions. The training will feature a training sandbox, office hours, quick reference guides, a data dictionary and lingo translator, recorded demos, tours of the system, and access to generic training via Salesforce Trailhead and the Kindsight User Community Portal.
Right now, we are offering sneak peeks, updates, overviews of business policy changes, and opportunities to get hands-on experience in a sandbox at our scheduled Collaboration Days and Weeks of Learning, with some offerings available virtually via recordings and Zoom.
Stay updated on learning opportunities and resources by reading the Take 5 newsletter and bookmarking and regularly visiting these pages on the Advancement Hub:
CRM Training and Resources (https://hub.advancement.virginia.edu/subpage/crm-training-resources)
Advancement Community Events (https://hub.advancement.virginia.edu/events)
Upcoming Training Opportunities
May
21
CRM Basecamp 4
Wednesday, May 21 |
2:30 pm - 4:00 pm
EST | 2420 Old Ivy Road, Rooms 131/133
Get ahead with this Advancement CRM training! Join Basecamp – a series of hands-on sessions designed to expose you to our new CRM platform before onboarding training and the official launch. Each session dives into different aspects of the system, building your skills and confidence along the way. When you register, you get an account in our training sandbox where you can practice. This session focuses on:
Building your CRM vocabulary - new system, new lingo!
Prospect Management including Contact Reports.
Basecamp is the perfect blend of insights into the system and practical exploration. It gives you a head start and helps you hit the ground running when we go live.
*Registration for this session closes on Friday, May 16 so we have time to set up your access.
May
22
CRM Basecamp 4 (Virtual)
Thursday, May 22 |
10:00 am - 11:30 am
EST | Virtual on Zoom
Get ahead with this Advancement CRM training! Join Basecamp – a series of hands-on sessions designed to expose you to our new CRM platform before onboarding training and the official launch. Each session dives into different aspects of the system, building your skills and confidence along the way. When you register, you get an account in our training sandbox where you can practice. This session focuses on:
Building your CRM vocabulary - new system, new lingo!
Prospect Management including Contact Reports.
Basecamp is the perfect blend of insights into the system and practical exploration. It gives you a head start and helps you hit the ground running when we go live.
*Registration for this session closes on Friday, May 16 so we have time to set up your access.
Learning Resources
CRM Terminology
We are building a data dictionary, but you can start learning our new lingo now.
Basecamp 3 Advance to Ascend Crosswalk.pdf
Advance to Ascend Terminology Quick Reference
04/16/25 – Basecamp 3
03/19/25 - Basecamp 2
3/19/25 - March Stewardship Session
02/19/25 - Resources from APT: CRM Process Changes Overview and Team Readiness Meeting
- Basecamp Terminology v.3.pdf
- APT CRM Process Changes Overview and Readiness
- ADKAR-Worksheet-Fillable Modified
1/17/25 - January Basecamp
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 Advancement CRM environment. They are not customized for UVA, but helpful for getting the picture of what is coming.
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 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). Here is a job aid if you want more help setting up a Trailhead account. 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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