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CRM Migration

Higher Education Advancement Migration from Salesforce to ServiceNow: A VP of Advancement's Operational Playbook

Higher Education Advancement Migration from Salesforce to ServiceNow: A VP of Advancement's Operational Playbook

Higher Education Advancement Migration from Salesforce to ServiceNow: A VP of Advancement's Operational Playbook

TLDRHigher education advancement migration from Salesforce to ServiceNow is the most operationally consequential platform decision an R1 advancement team will face this decade. The institutions that adopted Salesforce Education Cloud and Marketing Cloud somewhere between 2018 and 2023 built years of donor data integrity, gift processing workflow, prospect moves management, and campaign automation on the platform. The ServiceNow + Tenon stack is now a credible alternative for

David Holstein

May 2811 min read

Bettera is the ServiceNow consulting partner built exclusively for higher education. We help colleges and universities modernize ITSM, CSM, Now Assist, and student experience workflows with an AI-native delivery model.

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