Case Study: University of California, Irvine achieves total transformation of advancement and alumni relations with Salesforce for Nonprofits

University of California, Irvine Embraces Total Transformation of Advancement and Alumni Relations Processes

The University of California, Irvine (UCI) sought to modernize its Advancement and Alumni Relations after years of aging technology and a patchwork of point solutions that prevented a unified view of alumni, donors, parents and volunteers. With advancement staff spread across 23 schools and separate systems—most notably isolated patient lead data from UCI Health—UCI aimed for a total transformation of technology, processes, and culture to enable 21st-century fundraising.

UCI selected Salesforce Education Cloud (Sales Cloud, Marketing Cloud, Community Cloud, Einstein Analytics, MuleSoft and AppExchange partners) to create an integrated advancement platform. The new system delivers a 360° view of constituents, brings Grateful Patient data in daily, automates event registration and engagement emails, and cut gift processing from weeks to days (2,500 Giving Day gifts loaded in a day). Adoption exceeded 80% and the platform kept Advancement operations running smoothly through COVID-19.

University of California, Irvine

Ashish Regmi

Executive Director, Digital Transformation & Innovation