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Southern California University of Health Sciences

HubSpot & Fundraise Up Implementation for a Health Sciences University

CauseMic migrated SCU's alumni data from Raiser's Edge to HubSpot and integrated Fundraise Up to power their online giving.

The Challenge

Southern California University of Health Sciences (SCU) is centered on a philosophy of competent, caring, and integrative healthcare. Their Alumni Services team works to build lifelong relationships with alumni through regular outreach and engagement.

But its existing CRM, Raiser’s Edge, was getting in the way. Its rigid architecture and antiquated reporting made it hard for the team to access the data they needed and engage effectively with alumni. Their specific challenges included:

  1. An email marketing platform that wasn’t user-friendly, making it difficult to get content out to their alumni.
  2. Difficulty accessing and updating alumni data. Although they had hoped to be able to update contact records with a third-party address finder, getting that information into Raiser’s Edge was causing a lot of headaches and delays.

The team also faced a daunting migration: exporting years of data, making sense of countless tables and spreadsheets, and moving everything into a new system without losing important information. This was made even more difficult by the famously complex Raiser’s Edge exit process.

students in a class listening and taking notes on ipads

SCU approached CauseMic with two simple yet substantial improvements in mind:

  • They needed the ability to quickly and easily locate essential data about individual alumni: for example, when they had graduated, with what degree, and how much they’d donated to SCU over their lifetime.
  • SCU also needed simple and effective management of and communication with their alumni audience moving forward.

Our Solutions

We moved SCU to HubSpot, brought its alumni data along for the ride, and connected the system to Fundraise Up.

HubSpot Marketing & Sales Hub Implementation

  • We implemented HubSpot Marketing and Sales Hubs for a custom, accessible, and effective CRM solution, seamlessly integrated with Fundraise Up.
  • We migrated SCU's alumni data from Raiser’s Edge to HubSpot and transformed it to fit HubSpot’s architecture.
  • We then created reusable email and landing page templates for the alumni department to use for events, fundraising campaigns, and ongoing communications.

Fundraise Up Implementation

  • By moving SCU’s donation platform from Raiser’s Edge to Fundraise Up, we gave the Alumni Services team a way to quickly create user-friendly fundraising campaigns.

The Results

SCU now has a more user-friendly CRM, accessible data, and a more effective and efficient process for communicating with alumni.

But don’t take our word for it. Here’s what SCUHS’s Director of Alumni Services, Kelley Lewis, had to say about the project:

“Southern California University of Health Sciences had the pleasure of working with CauseMic for the integration of our CRM system from Raiser’s Edge to HubSpot, and I am beyond impressed with the entire experience. From start to finish, the team at CauseMic provided exceptional service, technical expertise, and ongoing support that made the transition smooth and seamless.

The initial consultation was thorough, and CauseMic took the time to understand our unique needs and objectives. They presented us with a detailed plan for the integration process and addressed any concerns we had with clarity and professionalism. The communication throughout the project was top-notch, and we always felt informed and confident in the progress being made.

The actual integration was flawless. CauseMic’s team worked efficiently to ensure all data—donor records, contact information, and historical transactions—was transferred accurately and securely from Raiser’s Edge to HubSpot. They ensured that the mapping of fields between the two systems was precise, and the data integrity was maintained throughout.

What truly sets CauseMic apart is their dedication to customer support. The team went above and beyond to provide comprehensive training on how to use HubSpot’s CRM functionality, helping our team get up to speed quickly. We also appreciated the post-integration support they offered, addressing any questions or minor issues promptly, and making sure that our new system was fully optimized."

CauseMic’s expertise and commitment to customer success have truly made a difference in our operations. The integration has helped streamline our processes, improve data accessibility, and enhance our donor management efforts.

I highly recommend CauseMic to any organization looking to integrate their CRM systems or seeking reliable tech consulting. Their professionalism, responsiveness, and knowledge make them a standout partner in the industry. Thank you, CauseMic, for making this transition a smooth, stress-free experience!

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