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Higher Education Data Management Solutions

Advancement data management: one less thing to worry about

College and university advancement professionals have typically set the bar for fundraising focus, strategy, and success. Alumni fundraising comes with a lot of nuances that you must get just right to hit the mark, and higher education fundraising is certainly not just about alumni.

That’s why Omatic Solutions have really made a difference in college and university fundraising. We make the integration and health of your data one less thing to worry about so that you can focus on raising the funds you need – and so that you have current, clean, complete data at your fingertips to ensure that you continue to be successful.

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Omatic integrations sort it all out

In addition to the most commonplace integrations that college and university development teams need – connecting Giving Day, online donation, online events, and email marketing applications with their main advancement CRM database – there is a broad spectrum of other institutional systems that contain key information about alumni and non-alumni supporters alike – and that information will inform how you target, communicate, and interact with these individuals and households.

Not to worry – Omatic integrations can sort it all out and have you covered

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Complex Data. Diverse Data. Financial Data.

Integrating the most complex data

College and university constituents often have complex relationships – all of which need to be captured in your advancement CRM. Omatic Cloud can make sure that all of those complex relationships recorded in the student/parent information system are effectively integrated into your advancement CRM system, properly matching households, preventing duplicate records, and cleaning up any errant data along the way. Not only does this save time in data entry and error remediation, but it also gives you a strategic edge for crafting appropriately targeted segmentation, communication, and messaging.

Effectively integrating data from various sources

Employee campaigns and acquisition outreach to athletic program supporters and arts program patrons are a mainstay of higher education fundraising. And each of those domains typically has its own system for managing its own business – the onus is on the Advancement team to obtain the right data and leverage it effectively. Omatic Cloud was built specifically for this sector and with your business needs in mind. With regard to employee campaigns, Omatic can make light work out of recording pledge commitments and payroll-based payments so that employee campaign reporting is always up-to-date in real-time.

Financial posting: reduce the work and increase the trust

Advancement and finance departments can be at odds during the reporting cycle, leading to errors that stand in the way of reconciliation, delayed or inaccurate financial statements, and an overall credibility gap between departments and with external stakeholders. Regardless of your finance team’s accounting system, Omatic Cloud’s financial posting integration ensures that financial data is posted accurately and in the right format on a timely basis. Omatic Cloud helps institutions save considerable time, reduce errors and the need for corrections, improve reconciliation, and increase trust and credibility in the numbers and across the board.