{"id":19410,"date":"2025-02-01T16:09:12","date_gmt":"2025-02-01T16:09:12","guid":{"rendered":"https:\/\/teamheller.com\/?p=19410"},"modified":"2026-01-28T22:08:11","modified_gmt":"2026-01-28T22:08:11","slug":"loyola-university-chicago-ascend-implementation","status":"publish","type":"post","link":"https:\/\/teamheller.com\/resources\/case-studies\/loyola-university-chicago","title":{"rendered":"Loyola University Chicago ascend implementation"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-post\" data-elementor-id=\"19410\" class=\"elementor elementor-19410\" data-elementor-post-type=\"post\">\n\t\t\t\t<div class=\"elementor-element elementor-element-6dc299ae e-con-full e-flex e-con e-parent\" data-id=\"6dc299ae\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-64afe3a7 e-flex e-con-boxed e-con e-child\" data-id=\"64afe3a7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4aa792cc elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"4aa792cc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Loyola University Chicago<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5a150026 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"5a150026\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<p class=\"elementor-heading-title elementor-size-default\">Salesforce and Kindsight Ascend implementation and customization<\/p>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-19a9ec44 animated-fast e-flex e-con-boxed elementor-invisible e-con e-child\" data-id=\"19a9ec44\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;,&quot;animation&quot;:&quot;slideInUp&quot;,&quot;animation_delay&quot;:600}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-497e68b8 e-con-full e-flex e-con e-child\" data-id=\"497e68b8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-472ad9e8 elementor-widget elementor-widget-text-editor\" data-id=\"472ad9e8\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;none&quot;}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"backgroundContent\"><p><a href=\"https:\/\/www.luc.edu\/\">Loyola University Chicago<\/a> is a prominent private Jesuit research university located in Chicago, Illinois. With an enrollment of approximately 17,000 students, it is one of the largest Jesuit institutions in the United States. The university offers a diverse range of more than 80 undergraduate and 140 graduate\/professional programs across various disciplines, including arts and sciences, business, law, medicine, and social work.<\/p><p>The institution is known for its commitment to academic excellence and social justice. With a strong emphasis on research and community service, Loyola continues to make significant contributions to both local and global communities.<\/p><\/div>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-37161b3 elementor-widget__width-initial elementor-absolute elementor-widget-mobile__width-inherit elementor-invisible elementor-widget elementor-widget-image\" data-id=\"37161b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_position&quot;:&quot;absolute&quot;,&quot;_animation&quot;:&quot;slideInRight&quot;}\" data-widget_type=\"image.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1000\" height=\"1500\" src=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter.jpg?strip=all\" class=\"attachment-full size-full wp-image-19412\" alt=\"A young person wearing glasses and earphones is sitting at a desk in a library, focused on a laptop. An open book is visible in the foreground.\" srcset=\"https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter.jpg?strip=all 1000w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter-200x300.jpg?strip=all 200w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter-683x1024.jpg?strip=all 683w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter-100x150.jpg?strip=all 100w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter-768x1152.jpg?strip=all 768w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter.jpg?strip=all&amp;w=400 400w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter.jpg?strip=all&amp;w=600 600w, https:\/\/es7hq8rr83h.exactdn.com\/wp-content\/uploads\/2025\/08\/loyola-university-vertical-cs-puter.jpg?strip=all&amp;w=450 450w\" sizes=\"(max-width: 800px) 100vw, 800px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-2920beb0 e-flex e-con-boxed e-con e-parent\" data-id=\"2920beb0\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3e7abaec e-con-full e-flex e-con e-child\" data-id=\"3e7abaec\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1ec6ccb1 e-con-full e-flex e-con e-child\" data-id=\"1ec6ccb1\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-26ae13f2 elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"26ae13f2\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Challenge: Aging technology and limited reporting capabilities<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4e28dde6 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"4e28dde6\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Loyola University Chicago came to Heller because it wanted to replace its Ellucian Advance fundraising CRM with Salesforce and Kindsight Ascend. As certified Ascend experts, we were the natural choice to lead the organization through discovery, implementation, and customization of the platform to meet their needs.<\/p><p>The University\u2019s CRM needs were complex and multifaceted\u2014and the advancement team has ambitious goals to reach in coming years. Requirements spanned various functions, indicating a need for a robust and highly customizable CRM to manage their advancement operations effectively. We surfaced and worked with the team to prioritize their CRM needs, which included the ability to manage and track multiple data points for constituents and relationships, including interactions and affiliations. They also needed the ability to integrate data from external systems.<\/p><p>To engage with donors effectively, they needed robust householding and organization affiliation tracking. Gift processing needs included automated processes for soft credits, data updates when a constituent is marked as deceased, duplicate checking for new constituents, and generation of new prospect profiles. Advancement teams needed robust donor research and reporting capabilities; and other teams needed customized dashboards that were tailored for their work.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-3b87fe52 e-flex e-con-boxed e-con e-parent\" data-id=\"3b87fe52\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-305d113e elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"305d113e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Solution: Customizing a system for a unique mission<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-335810db elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"335810db\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>Heller created a cross-functional team and led Loyola through a best-practice process for implementing Salesforce and Ascend that was customized for their specific needs. We engaged stakeholders to understand and align their goals and priorities, developed a detailed project roadmap that defined the main phases for integration, with milestones and timelines, and led the team through implementation, customization, and stabilization.<\/p><p>Some steps included:<\/p><ul><li><strong>Data management:<\/strong> mapping and cleaning data, migration, validation and testing.<\/li><li><strong>System configuration:<\/strong> automations, user roles, permissions, and customizing the system to meet Loyola\u2019s needs.<\/li><li><strong>User training:<\/strong> leveraging a train-the-trainer model and documentation to support whole team adoption.<\/li><li><strong>Go-live and support:<\/strong> monitoring the system and making necessary adjustments.<\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6de6311 e-flex e-con-boxed e-con e-parent\" data-id=\"6de6311\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-2fe695af e-con-full e-flex e-con e-child\" data-id=\"2fe695af\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-114ec94a e-con-full e-flex e-con e-child\" data-id=\"114ec94a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;motion_fx_motion_fx_scrolling&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_effect&quot;:&quot;yes&quot;,&quot;motion_fx_translateY_direction&quot;:&quot;negative&quot;,&quot;motion_fx_translateY_speed&quot;:{&quot;unit&quot;:&quot;px&quot;,&quot;size&quot;:1,&quot;sizes&quot;:[]},&quot;motion_fx_translateY_affectedRange&quot;:{&quot;unit&quot;:&quot;%&quot;,&quot;size&quot;:&quot;&quot;,&quot;sizes&quot;:{&quot;start&quot;:0,&quot;end&quot;:100}},&quot;motion_fx_devices&quot;:[&quot;desktop&quot;,&quot;tablet&quot;,&quot;mobile&quot;]}\">\n\t\t\t\t<div class=\"elementor-element elementor-element-3275cacc elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"3275cacc\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Results: Best-in-class CRM unlocks new fundraising capabilities<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-74914b86 elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"74914b86\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:200}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<section id=\"block-d79896cb-a773-4b67-9f57-2b885993edc3\" class=\"sc-dWrMgH cCUotd ripley__Block--block__fw scrolling-down in-viewport\" tabindex=\"-1\" role=\"presentation\" data-foleon-id=\"block-d79896cb-a773-4b67-9f57-2b885993edc3\" data-testid=\"@foleon\/maggie-viewer_section-component\"><div class=\"sc-fpiMtx fYaMvU ripley__Block--wrapper-inner\"><div class=\"sc-gEzdvI exiEEL im-row\"><div class=\"sc-hYAvtR eVSuna im-column\" data-testid=\"@foleon\/maggie-viewer_column-component\" data-foleon-id=\"a42ef382-84fd-4fff-9e7b-1a78aecd3ef5\"><div class=\"im-column-inner\"><div class=\"sc-bOdrWM jAnukA\"><p>Heller Consulting led a best-practice discovery, implementation, customization of Salesforce and Ascend, delivering a CRM tailored specifically for Loyola\u2019s advancement needs. When complete, the university will be able leverage the core power of its new platforms, as well as Heller-customized Ascend components like relevant page design, an online donor portal, alumni directory, and event management portal.<\/p><p>Advancement leaders now have a future-looking CRM that is integrated with a large set of third-party tools, and customized to the specific needs of the entire Loyola team. The new CRM has significantly enhanced Loyola&#8217;s fundraising capabilities, enabling more effective donor engagement and streamlined operations.<\/p><\/div><\/div><\/div><\/div><\/div><\/section>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-14da4a3a e-con-full e-flex e-con e-parent\" data-id=\"14da4a3a\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t<div class=\"elementor-element elementor-element-6dfcd6b1 e-con-full e-flex e-con e-child\" data-id=\"6dfcd6b1\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-7640633a elementor-invisible elementor-widget elementor-widget-heading\" data-id=\"7640633a\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;}\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Ready to get started?<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3bd3f88e elementor-invisible elementor-widget elementor-widget-text-editor\" data-id=\"3bd3f88e\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:300}\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p>If you\u2019re from a nonprofit, education, or healthcare institution and you need help with your technology project, get in touch!<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-1eb31f64 elementor-align-justify elementor-widget__width-initial elementor-invisible elementor-widget elementor-widget-button\" data-id=\"1eb31f64\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;_animation&quot;:&quot;fadeIn&quot;,&quot;_animation_delay&quot;:600}\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"\/contact-us\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">CONTACT US<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-fc56570 e-con-full e-flex e-con e-child\" data-id=\"fc56570\" data-element_type=\"container\" data-e-type=\"container\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>Loyola University Chicago Salesforce and Kindsight Ascend implementation and customization Loyola University Chicago is a prominent private Jesuit research university located in Chicago, Illinois. With an enrollment of approximately 17,000 students, it is one of the largest Jesuit institutions in the United States. The university offers a diverse range of more than 80 undergraduate and [&hellip;]<\/p>\n","protected":false},"author":39,"featured_media":19411,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"elementor_header_footer","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[119,120,350,866],"tags":[580,635,733,770,771,772,132,773,185,774,190,775,196,776,208,777,234,778,235,779,267,780,560,571],"ppma_author":[474],"class_list":["post-19410","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-salesforce","category-higher-education","category-case-studies","category-kindsight","tag-nonprofit-case-study","tag-higher-ed-digital-transformation","tag-data-migration","tag-loyola-university-chicago","tag-higher-education-crm","tag-salesforce-ascend","tag-nonprofit-technology","tag-crm-customization","tag-university-advancement","tag-donor-research","tag-alumni-engagement","tag-crm-for-universities","tag-nonprofit-crm","tag-advancement-operations","tag-heller-consulting","tag-salesforce-for-higher-ed","tag-crm-strategy","tag-university-fundraising","tag-fundraising-technology","tag-crm-dashboards","tag-crm-implementation","tag-crm-reporting","tag-crm-integration","tag-donor-engagement"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - 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