Copy of Implementing Salesforce CRM
Leveraging Salesforce Foundation CRM implementation to attract, engage and measure student success
MORE DECKS TO EXPLORE
PRESENTATION OUTLINE
Implementing Salesforce CRM
A Strategic Technology Plan: By Bonnie Blake for Professor Moskowitz & UNE colleagues
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Strategy: Understand our prospective students
by listening, following up and learning who they are
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Do you know where your students are?
Yes. We do now. One student: one screen
Track engagement and student progress
See a profile of each student in real time
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Align curriculum development with needs of industry
Through Salesforce CRM insights
Tech infrastructure concerned about resources
Good news: Salesforce CRM is a cloud-based application mostly managed by programs
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The plan: leverage knowledge
Collect, analyze and measure results: improve student success
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Staffing and Training
Engage participants, CRM integrators and Salesforce Higher Ed team
Assessment: What is the data telling us?
Analyze and predict learning and professional outcomes
Implementation Schedule
3 months for integration of data; 1 month of initial training and daily learning
Older political reality: Some people uncomfortable with data transparency
It's good to share. And good to have accurate data to help our students
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Moving forward: Build better relationships: measure our results
Engage all leadership and participants: help students succeed
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Thanks to Professor Moscowitz & UNE colleagues for this inspiring course
And with gratitude to Salesforce Foundation for higher education and CRM integrators
