Heller Consulting
28 Case Studies
A Heller Consulting Case Study
Loyola University Chicago, a prominent private Jesuit research university, faced challenges with its aging fundraising CRM, which offered limited reporting capabilities. The university partnered with Heller Consulting to replace its system with Salesforce and Kindsight Ascend, seeking a robust and customizable platform to manage complex advancement operations and meet ambitious future goals.
Heller Consulting implemented and customized the Salesforce and Ascend platforms for Loyola through a detailed process that included data migration, system configuration, and user training. The solution delivered a best-in-class CRM that significantly enhanced the university's fundraising capabilities, enabling more effective donor engagement and streamlined operations. The new system is integrated with third-party tools and is customized for the entire advancement team's needs.