The Virtuous Difference
- Reduced reporting time from three hours to just five minutes
- Increased alumni engagement and staff efficiency
- Elevated decision-making with more sophisticated business intelligence and analytics
Top Challenges Moravian University Needed to Address:
- Selecting a newer, more modern nonprofit CRM with automation features to free the team from doing every report, data analysis, and communication manually.
- Investing in a CRM system that team members could access across the entire organization—not just two or three select individuals.
- Implementing new software that not only filled fundraising needs but didn’t come with a steep learning curve.
A Complicated Journey to Finding a Modern CRM to Fit Growing Needs
Knowing it needed to graduate from the legacy database it had for many years, Moravian University began taking steps toward digital transformation. The team started working with a group to establish a functioning CRM for the school. Unfortunately, that transition couldn’t go live because the vendor didn’t understand the core needs of a fundraising university.
Although this setback delayed the CRM transition, it gave Moravian University valuable insights into what it truly needed in its technology investment. Equipped with this knowledge, the team was now prepared to approach new vendors with more specific and challenging questions.
After reviewing Virtuous, Moravian University was drawn to the nonprofit CRM’s extensive automation features and proven ability to cultivate long-lasting donor relationships. Following insightful conversations, the Virtuous team showed a strong grasp of Moravian University’s unique needs and handled all of its inquiries with ease. This fostered trust in the platform, leading to the decision to move forward.
“[Virtuous] understood what we were looking for. Questions that we asked, they had the right answer to. They understood what we needed, and they weren’t just slapping things together to give us a CRM that they thought we needed.”
Lisa Brand, Assistant VP of Development Operations
Advanced CRM Analytics Gives the Moravian University Team Full Visibility into Donor Behavior
Moravian University started seeing dramatic improvements in donor outreach when it began using Virtuous. Due to limited access to its former donor management system, Moravian University couldn’t efficiently share information among team members. Now, more team members can generate and access reports, significantly reducing time spent on data compilation from hours to just minutes.
By removing data silos, Moravian University gained a deeper understanding of its alumni and donors. It can more accurately measure the results of its efforts and use those insights to improve the alumni-to-donor conversion rate.
With more robust automation tools, the Moravian University team has elevated its communications strategy with alumni. Previously, most alumni received less-segmented requests for donations. With Virtuous, the university can now automate more personalized outreach, fostering stronger connections with alumni before soliciting gifts.
“Virtuous has impacted our relationship with the donors by allowing us to be more personal with them before… It’s giving us the ability to do a lot of things we weren’t able to do before with a manual process… We just didn’t have the capability to pull it off. So now we’re able to get in front of our donors more. We’re able to personalize what we’re doing, and we’re able to stay in front of them.”
Lisa Brand, Assistant VP of Development Operations
Business Intelligence that Makes Decision-Making a Breeze
Embracing its newly acquired data reporting capabilities, Moravian University began to explore areas it previously didn’t have access to and made new, useful discoveries. With Virtuous BI, an enterprise-grade business intelligence and analytics platform, the team receives valuable insights it can leverage to support other departments at the university.
“We had a recent grad who we saw had spent two hours looking at our teaching degree, our teaching certificate page, so we can share that information with our enrollment team and say you might want to send, you know, an email out about graduate programs and things like that. So we’re now looking at the CRM and saying, ‘Okay, how can we help other departments on campus with it also.’”
Lisa Brand, Assistant VP of Development Operations
Thanks to Virtuous, Moravian University fosters a culture of data-driven decision-making and collaboration across departments. With data now all in one place, the team can quickly access CRM analytics that sharpen decision-making and provide clear, actionable insights.
“Now we can do everything right there in the system… so this has been a game changer for us..”
Lisa Brand, Assistant VP of Development Operations
