The document discusses education on demand and includes:
- An introduction from Northeastern University discussing their use of Salesforce to manage alumni relationships and fundraising prospects.
- A case study on how Bronx Lab School used Salesforce (which they called "Principalforce") to track student data across teachers and generate transcripts.
- A presentation from IDP Education Australia on how they used Salesforce and other tools to gain visibility into student information, improve student qualification processes, and manage their complex global business rules.
This document is Daniel Cwik's career portfolio summarizing his education, technical skills, work experience, and recommendations. It includes details about his Master's degree in Information Systems from DePaul University, IT certification training from New Horizons, programming skills and course projects in databases, web development, and project management. It also lists his professional experience in logistics, file maintenance, and delivery driving roles, as well as recommendations from former professors and managers praising his technical abilities and work ethic.
Leveraging New Analytics to Change the Conversation around Facilities on Campus Sightlines
Presenters:
Bruce Meyer, Assistant VP Campus Operations, Bowling Green State University
Brendon Martin, Account Manager, Sightlines
Learn how Bowling Green State University has used comparative data and predictive analytics to make courageous decisions about the future of their campus. They are able to empirically analyze the effect of demolition and renovation of certain buildings and project the impact of future capital requirements and deferred maintenance. In addition, you will see how peer benchmarking and best practice analysis helped to make the case for centralizing multiple facilities organizations on campus and creating large savings over a five year period.
Getting to Grad: A Focus on Student SuccessSalesforce.org
Salesforce for Higher Education: Live Webinar
Getting to Grad: A Focus on Student Success
You spend a lot of time and money to onboard a student. And when that student, who is your brand ambassador, either leaves, transfers or doesn’t graduate, everyone pays the price. Learn how two schools are using Salesforce to help students achieve their academic goals. Western Governors University, an online competency-based university, has integrated Salesforce with their systems of record to leverage the collective data to predict student success. They will also share and demo how they are fostering a Student Community to engage students, faculty and staff. George Mason University School of Management, one of the most diverse public universities, will share and demo how they are using Salesforce for running their advising program so that they can connect students to the right resources more quickly and consistently.
Join us to learn how Western Governors University and George Mason University are using Salesforce to ensure student success.
Who Should Attend:
Student Affairs
Academic Affairs
Student Services
Institutional Research Officers
FEATURING:
- Jim Gilbert, Assistant Dean for Undergraduate Programs
- Chase Schults, Salesforce Administration Manager
- Sandra Sanvido, Director of Higher Education Product Marketing— Moderator
This presentation was given by Telesforo Laplana of Plan Philippines
Step by Step Guide sa Disaster Management:
1. Rapid Assessment Form
2. Camp Management Checklist
3. Psychosocial Response
4. Sphere Standards
Sharon McCain has over 24 years of experience in banking and 1.5 years in medical accounting. She has a proven track record of managing complex projects, leading teams, and providing excellent customer service. Her skills include reconciling accounts, training employees, and optimizing productivity. She is proficient in Microsoft Office applications and has experience with bank operations systems.
Chanda Monroe-Williams is a senior-level executive with over 15 years of experience in program/project management, process improvement, and strategic initiatives. She has led teams to successfully complete projects in collections, customer service, risk management, and new product development. Her background includes experience developing strategies, managing projects, and improving processes to drive business results for companies like GE Money and GAFRI. She is a certified Project Management Professional and Lean Six Sigma professional.
This document discusses the vision and strategic priorities of consolidating information systems at a university under a single entity called "One I.S.". It identifies challenges such as multiple disjointed systems and a lack of coordination. The strategic priorities are outlined as creating a single administration system, unified teaching and learning ecosystem, and unified research computing. The document discusses how centralizing services can help realize economies of scale, reduce costs, and mitigate risks. It provides comparisons to other universities and outlines changes to organizational structure, planning processes, and projects to work towards the "One I.S." vision.
7.1 Mapping Your Processes to Deliver an Exceptional Student ExperienceTargetX
This document summarizes Roberta Oberpriller's presentation on process mapping at the TargetX Summit. Some key points:
1) Process mapping at the institution has gone through multiple iterations over the past few years in an effort to map the student lifecycle and identify pain points. Challenges included resources and establishing process mapping as a standard practice.
2) For an online application project, process maps were used to define the application review process and identify opportunities to streamline workflows and simplify the student experience. This included reducing duplicate efforts and confusion.
3) Lessons learned include the importance of executive sponsorship, managing the challenges inherent in process mapping, and using process maps to focus project teams and contain scope creep
This document is Daniel Cwik's career portfolio summarizing his education, technical skills, work experience, and recommendations. It includes details about his Master's degree in Information Systems from DePaul University, IT certification training from New Horizons, programming skills and course projects in databases, web development, and project management. It also lists his professional experience in logistics, file maintenance, and delivery driving roles, as well as recommendations from former professors and managers praising his technical abilities and work ethic.
Leveraging New Analytics to Change the Conversation around Facilities on Campus Sightlines
Presenters:
Bruce Meyer, Assistant VP Campus Operations, Bowling Green State University
Brendon Martin, Account Manager, Sightlines
Learn how Bowling Green State University has used comparative data and predictive analytics to make courageous decisions about the future of their campus. They are able to empirically analyze the effect of demolition and renovation of certain buildings and project the impact of future capital requirements and deferred maintenance. In addition, you will see how peer benchmarking and best practice analysis helped to make the case for centralizing multiple facilities organizations on campus and creating large savings over a five year period.
Getting to Grad: A Focus on Student SuccessSalesforce.org
Salesforce for Higher Education: Live Webinar
Getting to Grad: A Focus on Student Success
You spend a lot of time and money to onboard a student. And when that student, who is your brand ambassador, either leaves, transfers or doesn’t graduate, everyone pays the price. Learn how two schools are using Salesforce to help students achieve their academic goals. Western Governors University, an online competency-based university, has integrated Salesforce with their systems of record to leverage the collective data to predict student success. They will also share and demo how they are fostering a Student Community to engage students, faculty and staff. George Mason University School of Management, one of the most diverse public universities, will share and demo how they are using Salesforce for running their advising program so that they can connect students to the right resources more quickly and consistently.
Join us to learn how Western Governors University and George Mason University are using Salesforce to ensure student success.
Who Should Attend:
Student Affairs
Academic Affairs
Student Services
Institutional Research Officers
FEATURING:
- Jim Gilbert, Assistant Dean for Undergraduate Programs
- Chase Schults, Salesforce Administration Manager
- Sandra Sanvido, Director of Higher Education Product Marketing— Moderator
This presentation was given by Telesforo Laplana of Plan Philippines
Step by Step Guide sa Disaster Management:
1. Rapid Assessment Form
2. Camp Management Checklist
3. Psychosocial Response
4. Sphere Standards
Sharon McCain has over 24 years of experience in banking and 1.5 years in medical accounting. She has a proven track record of managing complex projects, leading teams, and providing excellent customer service. Her skills include reconciling accounts, training employees, and optimizing productivity. She is proficient in Microsoft Office applications and has experience with bank operations systems.
Chanda Monroe-Williams is a senior-level executive with over 15 years of experience in program/project management, process improvement, and strategic initiatives. She has led teams to successfully complete projects in collections, customer service, risk management, and new product development. Her background includes experience developing strategies, managing projects, and improving processes to drive business results for companies like GE Money and GAFRI. She is a certified Project Management Professional and Lean Six Sigma professional.
This document discusses the vision and strategic priorities of consolidating information systems at a university under a single entity called "One I.S.". It identifies challenges such as multiple disjointed systems and a lack of coordination. The strategic priorities are outlined as creating a single administration system, unified teaching and learning ecosystem, and unified research computing. The document discusses how centralizing services can help realize economies of scale, reduce costs, and mitigate risks. It provides comparisons to other universities and outlines changes to organizational structure, planning processes, and projects to work towards the "One I.S." vision.
7.1 Mapping Your Processes to Deliver an Exceptional Student ExperienceTargetX
This document summarizes Roberta Oberpriller's presentation on process mapping at the TargetX Summit. Some key points:
1) Process mapping at the institution has gone through multiple iterations over the past few years in an effort to map the student lifecycle and identify pain points. Challenges included resources and establishing process mapping as a standard practice.
2) For an online application project, process maps were used to define the application review process and identify opportunities to streamline workflows and simplify the student experience. This included reducing duplicate efforts and confusion.
3) Lessons learned include the importance of executive sponsorship, managing the challenges inherent in process mapping, and using process maps to focus project teams and contain scope creep
Unlock the power of data with our comprehensive data Analytics course in pune, brought to you by IIM Skills- a trusted name in professional education.
Why choose our Data Analytics course?
1) IIM Skills Expertise- Learn from industry experts and experienced instructors affiliated with IIMs
2) Practical approach- hands on training with real world projects to enhance your practical skills.
3) Job assistance- Our career support team helps you with placement assistance and interview preparations.
4) Certification- Earn a globally recognized certification upon course completion.
M-Star School Expert System - The Most Rewarding Way To Run Your SchoolHitachi MGRM Net Ltd.
The document summarizes the benefits of M-Star School Expert System (MSES), a school management software. MSES provides a comprehensive suite of products that automate and integrate key school operations such as admissions, attendance, exams, payroll, transportation and more. It collects and analyzes data to provide information and insights to various school stakeholders including students, teachers, alumni, management and parents. This allows schools to improve performance, achieve greater efficiency and become more reputable and viable. MSES has been successfully implemented in over 70 schools in India.
Praveenkumar Savarapu is a software engineer with over 3 years of experience in testing for insurance, marketing, and education domains. He has expertise in functional testing, integration testing, regression testing, and user acceptance testing. Some of the key projects he has worked on include a policy comparison application for an insurance company and a customer relationship management software. He is currently employed as a software engineer testing various applications.
The document discusses using the Advocate system at the University of Tasmania to improve case management of complex student issues. Some key points:
1. The university has over 32,000 students across multiple campuses, making coordinated support challenging. Advocate can help track cases across units.
2. Advocate provides an integrated case management tool to unite departments like conduct, security, counseling to more quickly resolve incidents.
3. It allows the university to take a whole-institution approach to safety by identifying at-risk students and intervening, as well as accurately reporting cases like sexual misconduct.
4. Key partners in implementing Advocate include the proposed Community Safety and Integrity Unit, colleges, central staff,
Vidhya Dinakaran has over 4 years of experience as a Quality Engineer, specializing in manual testing. She has worked on projects for clients such as E*Trade Financial Corporation, Houghton Mifflin Harcourt, and Dun & Bradstreet Corporation. Her responsibilities include requirement analysis, test case development, execution and reporting. She has expertise in testing tools such as HP Quality Centre, Selenium, and SQL. She is looking for a fast-paced role where she can continue learning and developing her professional skills.
Student Success Plan Learner Relationship Management Tech Reviewshawngormley
The document describes the Student Success Plan (SSP), a software system and process designed to increase student retention, success, and graduation rates. SSP uses holistic counseling, web-based support tools, and interventions to identify and support at-risk students. It discusses how SSP was implemented at Sinclair Community College to increase retention rates, course success, GPA, and graduation rates. The document also provides an overview of the SSP technology, including its integration with other systems like SIS and how others can get involved or adopt SSP.
Dechamma Appaswamy is seeking a stable yet challenging position utilizing her skills in MS Excel, financial management, reporting, presentation skills, and asset management. She has over 5 years of experience in project management offices at Capgemini and Accenture managing resource allocation, reporting, billing, and more. Her educational background includes a BBM from Alva's College.
NJIT Talent Acquisition and Professional Development ResourcesMelissa DeFreest
Executive Director of Career Development Services, Gregory Mass, and Associate Vice President of Continuing Professional Education, Gale Tenen Spak, represented NJIT at Somerset County Business Partnership's event Making Vibrant Connections: Higher Education and the Business Community. Main points of discussion included overcoming staffing challenges and how NJIT helps companies use technology most effectively.
Genevieve Anne C. Odi has over 5 years of experience in IT roles including as a Systems Application Coordinator and Manager. She has a diverse technical skill set including programming languages, operating systems, applications, and databases. She is proficient in testing, implementing, and maintaining various systems. She has an IT certification from MFI Foundation in career entry courses for software developers in Oracle.
Sarika Gupta is a senior business analyst at Wipro BPS with over 8 years of experience in requirements gathering, documentation, and ensuring customer satisfaction for various HR and payroll applications. She holds an MCA and has led projects for leave and attendance applications used by Wipro in multiple countries. Her skills include requirement analysis, preparation of specification documents, coordinating testing, and ensuring business objectives are met.
Small Schools Doing Big Things with salesforce for RecruitingSalesforce.org
If you’re from a small resource-constrained institution, you may be wondering if Salesforce CRM is a viable option. Come learn how two smaller institutions, Ohio Dominican University and The Seattle School of Theology & Psychology, have successfully transformed their universities to more effectively recruit and enroll more students. Hear how they are using Salesforce CRM to make data driven decisions, execute timely and consistent communications, and provide personalization to inquiries, applicants, accepts, and enrolled students on a thin budget. Learn more about their implementation and results – what worked, what didn’t work, and best practices for sustainable growth.
Japsheet Kaur has over 10 years of experience in business analysis, operations consulting, and accounting. She has a Masters in Business Administration from St. John's University and a Bachelors in Computer Information Systems from Baruch College. Her experience includes project documentation, requirements gathering, marketing strategy, recruitment, and accounting functions. She is proficient in Microsoft Office, Adobe, and tax preparation software.
Japsheet Kaur has over 10 years of experience in business analysis, operations consulting, and accounting. She has a Masters in Business Administration from St. John's University and a Bachelors in Computer Information Systems from Baruch College. Her experience includes project documentation, requirements gathering, marketing strategy, event planning, and accounting functions. She is proficient in Microsoft Office, Adobe, and tax preparation software.
The Power of the Salesforce Platform: Using Data to Increase EngagementTargetX
The document discusses how Salesforce solutions can help colleges and universities increase student engagement through data and personalized communications. It provides an example of how William & Mary used TargetX, Marketing Cloud, and the online application to improve recruitment, create tailored journeys for prospects, and gain insights from data. The summary highlights how these tools enabled more engagement throughout the funnel and better data-driven decision making.
This document provides information about an upcoming training course on data management for the exploration and production (E&P) sector. The 3-day course will be led by Alfredo J. Eloy, an expert in E&P data management with over 40 years of experience. The course aims to help participants understand challenges in E&P data management, best practices, and real-world case studies. Topics will include data integration, information architecture, challenges affecting the industry, and case studies on topics like frontier exploration, seismic data, and asset management systems. The course is designed for professionals working in data-related roles in E&P companies.
Educators Pave the Way for Next Generation of LearnersCognizant
As educational assessments shift to outcome-based learning, providers must adopt new forms of test delivery to increase their global reach and provide ubiquitous services to a new student population.
Rakesh Shrotriya has over 6 years of experience in management, process improvement, and recruiting. He is skilled in business development, operations leadership, project management, and building high-performance teams. He has a track record of successfully sourcing and placing candidates in various industries such as engineering, construction, food and beverage, and life sciences. Rakesh aims to have a career with a company that values honesty, professionalism, and hard work, where upward mobility is based on productivity.
Student Service Model + Salesforce = A World Class Student ExperienceSalesforce.org
The University of Massachusetts Lowell implemented Salesforce Service Cloud to create a centralized student service model called the Solution Center. The Solution Center handles student inquiries via phone, email, drop-in, and online self-service. Data from over 100,000 cases per year is analyzed to improve processes, measure performance, and conduct strategic outreach. Future plans include expanding use of Salesforce to additional departments to create an enterprise customer relationship management system.
Abdul Rahman Sipra has over 9 years of experience in recruitment and staffing. He currently works as a Team Lead for recruitments in Mumbai, spearheading the recruitment of IT professionals from the USA. His expertise includes relationship management, recruiting for various IT roles, and managing a team of recruiters. He has experience working with clients in various industries such as telecom, insurance, banking, engineering, and healthcare.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
Unlock the power of data with our comprehensive data Analytics course in pune, brought to you by IIM Skills- a trusted name in professional education.
Why choose our Data Analytics course?
1) IIM Skills Expertise- Learn from industry experts and experienced instructors affiliated with IIMs
2) Practical approach- hands on training with real world projects to enhance your practical skills.
3) Job assistance- Our career support team helps you with placement assistance and interview preparations.
4) Certification- Earn a globally recognized certification upon course completion.
M-Star School Expert System - The Most Rewarding Way To Run Your SchoolHitachi MGRM Net Ltd.
The document summarizes the benefits of M-Star School Expert System (MSES), a school management software. MSES provides a comprehensive suite of products that automate and integrate key school operations such as admissions, attendance, exams, payroll, transportation and more. It collects and analyzes data to provide information and insights to various school stakeholders including students, teachers, alumni, management and parents. This allows schools to improve performance, achieve greater efficiency and become more reputable and viable. MSES has been successfully implemented in over 70 schools in India.
Praveenkumar Savarapu is a software engineer with over 3 years of experience in testing for insurance, marketing, and education domains. He has expertise in functional testing, integration testing, regression testing, and user acceptance testing. Some of the key projects he has worked on include a policy comparison application for an insurance company and a customer relationship management software. He is currently employed as a software engineer testing various applications.
The document discusses using the Advocate system at the University of Tasmania to improve case management of complex student issues. Some key points:
1. The university has over 32,000 students across multiple campuses, making coordinated support challenging. Advocate can help track cases across units.
2. Advocate provides an integrated case management tool to unite departments like conduct, security, counseling to more quickly resolve incidents.
3. It allows the university to take a whole-institution approach to safety by identifying at-risk students and intervening, as well as accurately reporting cases like sexual misconduct.
4. Key partners in implementing Advocate include the proposed Community Safety and Integrity Unit, colleges, central staff,
Vidhya Dinakaran has over 4 years of experience as a Quality Engineer, specializing in manual testing. She has worked on projects for clients such as E*Trade Financial Corporation, Houghton Mifflin Harcourt, and Dun & Bradstreet Corporation. Her responsibilities include requirement analysis, test case development, execution and reporting. She has expertise in testing tools such as HP Quality Centre, Selenium, and SQL. She is looking for a fast-paced role where she can continue learning and developing her professional skills.
Student Success Plan Learner Relationship Management Tech Reviewshawngormley
The document describes the Student Success Plan (SSP), a software system and process designed to increase student retention, success, and graduation rates. SSP uses holistic counseling, web-based support tools, and interventions to identify and support at-risk students. It discusses how SSP was implemented at Sinclair Community College to increase retention rates, course success, GPA, and graduation rates. The document also provides an overview of the SSP technology, including its integration with other systems like SIS and how others can get involved or adopt SSP.
Dechamma Appaswamy is seeking a stable yet challenging position utilizing her skills in MS Excel, financial management, reporting, presentation skills, and asset management. She has over 5 years of experience in project management offices at Capgemini and Accenture managing resource allocation, reporting, billing, and more. Her educational background includes a BBM from Alva's College.
NJIT Talent Acquisition and Professional Development ResourcesMelissa DeFreest
Executive Director of Career Development Services, Gregory Mass, and Associate Vice President of Continuing Professional Education, Gale Tenen Spak, represented NJIT at Somerset County Business Partnership's event Making Vibrant Connections: Higher Education and the Business Community. Main points of discussion included overcoming staffing challenges and how NJIT helps companies use technology most effectively.
Genevieve Anne C. Odi has over 5 years of experience in IT roles including as a Systems Application Coordinator and Manager. She has a diverse technical skill set including programming languages, operating systems, applications, and databases. She is proficient in testing, implementing, and maintaining various systems. She has an IT certification from MFI Foundation in career entry courses for software developers in Oracle.
Sarika Gupta is a senior business analyst at Wipro BPS with over 8 years of experience in requirements gathering, documentation, and ensuring customer satisfaction for various HR and payroll applications. She holds an MCA and has led projects for leave and attendance applications used by Wipro in multiple countries. Her skills include requirement analysis, preparation of specification documents, coordinating testing, and ensuring business objectives are met.
Small Schools Doing Big Things with salesforce for RecruitingSalesforce.org
If you’re from a small resource-constrained institution, you may be wondering if Salesforce CRM is a viable option. Come learn how two smaller institutions, Ohio Dominican University and The Seattle School of Theology & Psychology, have successfully transformed their universities to more effectively recruit and enroll more students. Hear how they are using Salesforce CRM to make data driven decisions, execute timely and consistent communications, and provide personalization to inquiries, applicants, accepts, and enrolled students on a thin budget. Learn more about their implementation and results – what worked, what didn’t work, and best practices for sustainable growth.
Japsheet Kaur has over 10 years of experience in business analysis, operations consulting, and accounting. She has a Masters in Business Administration from St. John's University and a Bachelors in Computer Information Systems from Baruch College. Her experience includes project documentation, requirements gathering, marketing strategy, recruitment, and accounting functions. She is proficient in Microsoft Office, Adobe, and tax preparation software.
Japsheet Kaur has over 10 years of experience in business analysis, operations consulting, and accounting. She has a Masters in Business Administration from St. John's University and a Bachelors in Computer Information Systems from Baruch College. Her experience includes project documentation, requirements gathering, marketing strategy, event planning, and accounting functions. She is proficient in Microsoft Office, Adobe, and tax preparation software.
The Power of the Salesforce Platform: Using Data to Increase EngagementTargetX
The document discusses how Salesforce solutions can help colleges and universities increase student engagement through data and personalized communications. It provides an example of how William & Mary used TargetX, Marketing Cloud, and the online application to improve recruitment, create tailored journeys for prospects, and gain insights from data. The summary highlights how these tools enabled more engagement throughout the funnel and better data-driven decision making.
This document provides information about an upcoming training course on data management for the exploration and production (E&P) sector. The 3-day course will be led by Alfredo J. Eloy, an expert in E&P data management with over 40 years of experience. The course aims to help participants understand challenges in E&P data management, best practices, and real-world case studies. Topics will include data integration, information architecture, challenges affecting the industry, and case studies on topics like frontier exploration, seismic data, and asset management systems. The course is designed for professionals working in data-related roles in E&P companies.
Educators Pave the Way for Next Generation of LearnersCognizant
As educational assessments shift to outcome-based learning, providers must adopt new forms of test delivery to increase their global reach and provide ubiquitous services to a new student population.
Rakesh Shrotriya has over 6 years of experience in management, process improvement, and recruiting. He is skilled in business development, operations leadership, project management, and building high-performance teams. He has a track record of successfully sourcing and placing candidates in various industries such as engineering, construction, food and beverage, and life sciences. Rakesh aims to have a career with a company that values honesty, professionalism, and hard work, where upward mobility is based on productivity.
Student Service Model + Salesforce = A World Class Student ExperienceSalesforce.org
The University of Massachusetts Lowell implemented Salesforce Service Cloud to create a centralized student service model called the Solution Center. The Solution Center handles student inquiries via phone, email, drop-in, and online self-service. Data from over 100,000 cases per year is analyzed to improve processes, measure performance, and conduct strategic outreach. Future plans include expanding use of Salesforce to additional departments to create an enterprise customer relationship management system.
Abdul Rahman Sipra has over 9 years of experience in recruitment and staffing. He currently works as a Team Lead for recruitments in Mumbai, spearheading the recruitment of IT professionals from the USA. His expertise includes relationship management, recruiting for various IT roles, and managing a team of recruiters. He has experience working with clients in various industries such as telecom, insurance, banking, engineering, and healthcare.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms for those who already suffer from conditions like depression and anxiety.
The document discusses the results of a study on the impact of climate change on wheat production. Researchers found that higher temperatures and changing precipitation patterns due to climate change will significantly reduce wheat yields across major wheat-producing regions by the end of the century. Reductions in wheat production are projected to range from 6-27% depending on future greenhouse gas emissions and efforts to adapt farming techniques to new climate conditions.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
1) Data quality issues were negatively impacting revenue and customer relationships for several companies.
2) Solutions like AppExchange apps, DemandTools, and People Import were used to cleanse data, identify ideal prospects, and automate processes.
3) Results included more accurate data, identification of new opportunities, and increased revenue through better data-driven insights.
The document provides advice from sales experts at salesforce.com on how to be successful in sales. They recommend being persistent, collaborating with clients, connecting with the community, using Salesforce innovatively, using varied resources, knowing decision makers, genuinely indulging clients' interests, thinking big, connecting the dots, knowing your customers, identifying internal sales people early, becoming your customer's advocate, asking for sponsorship, focusing on why not vs why, and selling through curiosity.
The document discusses optimizing sales performance by managing quotas, territories, and incentives. It describes how companies can lose 10% of potential revenue without proper sales performance management. Callidus Software provides sales performance management software to help companies set optimal quotas, allocate territories, design incentive plans, and analyze sales performance. The software provides visibility, planning, and execution capabilities to improve sales results and maximize the return on sales investments.
The document discusses strategic account planning using Salesforce. It describes how defining strategic accounts and creating account plans in Salesforce helped a company improve sales coordination, increase pipeline visibility, and track progress. Executives from Salesforce and Carlson Companies share how they implemented strategic account planning tools in Salesforce to better manage large accounts.
The document summarizes a presentation about the importance of asking the right questions in sales. It discusses how open-ended questions that make the customer talk about their needs and views can help sellers uncover true customer needs, qualify prospects better, and increase sales. It also promotes a sales training workshop by Barry Rhein that teaches a questioning methodology, and how Salesforce can support this approach through customizable tools and integration with a company's business processes.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses how to effectively leverage the AppExchange for sales operations applications. It provides case studies of two companies that successfully used AppExchange apps to address challenges: 1) A media company used EchoSign to accelerate contract management. It integrated contracts into Salesforce and reduced signature time. 2) A software company used LucidEra analytics to gain insights across Salesforce, Intacct and address a lack of customer visibility. Both implementations went smoothly and provided business benefits.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive functioning. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms.
The document discusses the benefits of exercise for mental health. Regular physical activity can help reduce anxiety and depression and improve mood and cognitive function. Exercise causes chemical changes in the brain that may help protect against mental illness and improve symptoms for those who already suffer from conditions like anxiety and depression.
The document discusses best practices for using Salesforce to improve sales performance. It recommends defining top metrics for high-performing sales reps, analyzing reps' data to identify strengths and weaknesses, and using reports and dashboards to provide transparency and drive better behaviors. A customer case study shows how one company isolated key metrics, compared reps, and saw improved focus, sales, and cross-selling through increased data-driven management in Salesforce.
The document discusses optimizing sales operations through sales performance management. It summarizes presentations from Christopher W. Cabrera of Xactly Corporation, Joanna Bloor of CNET Networks, and Sam Chung of Salesforce.com on using sales performance management solutions to improve sales processes, compensate sales teams, and integrate systems.
GFI Software implemented a channel partner program using Salesforce PRM to address previous challenges of inefficient lead distribution, lack of visibility into sales progress and forecasting. The key elements of success were efficiently distributing leads, introducing deal registration, tracking the sales cycle and forecasting business, leveraging the portal for communications, and delivering integrated training and certification programs. Results included doubled PRM partner sales year-over-year and 75% adoption of the program within the first year.
The document summarizes a panel discussion on challenges vendors face in partner relationships and what vendors can do to improve. The panelists, who represent a technology integrator, solutions provider, and systems integrator, cite top challenges as maintaining margins, competing with large partners, and managing growth. They tell vendors to bring partners in earlier, clearly define deal registration, understand the partner perspective, and ensure partnerships are profitable for both parties.
The document discusses optimizing channel coverage and partner loyalty through deal registration programs. It provides benefits of deal registration like sales forecasting, rewarding partner influence, and protecting margins. It also discusses common issues like deals being registered informally and lack of systems. Best practices for an effective deal registration program include defining goals, adoption plans, success metrics, and deal validation criteria. The document also provides a specific example of Siemens PLM Software's implementation of a deal registration program using Salesforce PRM to integrate partners and improve productivity.
The document summarizes how Salesforce.com manages its partner and referral program. It outlines key challenges including a lack of visibility into the channel business and inability to scale partner communication, recruitment and training. It then describes how Salesforce implemented a partner relationship management system and partner portal to address these challenges, providing partners with tools for deal registration, enrollment and enablement. The results included growing the global partner community by 400%, increasing leads by 218% and pipeline by 290% year-over-year, and maintaining high close rates and deal sizes while improving partner onboarding and visibility into partner impact.
STREETONOMICS: Exploring the Uncharted Territories of Informal Markets throug...sameer shah
Delve into the world of STREETONOMICS, where a team of 7 enthusiasts embarks on a journey to understand unorganized markets. By engaging with a coffee street vendor and crafting questionnaires, this project uncovers valuable insights into consumer behavior and market dynamics in informal settings."
OJP data from firms like Vicinity Jobs have emerged as a complement to traditional sources of labour demand data, such as the Job Vacancy and Wages Survey (JVWS). Ibrahim Abuallail, PhD Candidate, University of Ottawa, presented research relating to bias in OJPs and a proposed approach to effectively adjust OJP data to complement existing official data (such as from the JVWS) and improve the measurement of labour demand.
Discover the Future of Dogecoin with Our Comprehensive Guidance36 Crypto
Learn in-depth about Dogecoin's trajectory and stay informed with 36crypto's essential and up-to-date information about the crypto space.
Our presentation delves into Dogecoin's potential future, exploring whether it's destined to skyrocket to the moon or face a downward spiral. In addition, it highlights invaluable insights. Don't miss out on this opportunity to enhance your crypto understanding!
https://36crypto.com/the-future-of-dogecoin-how-high-can-this-cryptocurrency-reach/
The Impact of Generative AI and 4th Industrial RevolutionPaolo Maresca
This infographic explores the transformative power of Generative AI, a key driver of the 4th Industrial Revolution. Discover how Generative AI is revolutionizing industries, accelerating innovation, and shaping the future of work.
Enhancing Asset Quality: Strategies for Financial Institutionsshruti1menon2
Ensuring robust asset quality is not just a mere aspect but a critical cornerstone for the stability and success of financial institutions worldwide. It serves as the bedrock upon which profitability is built and investor confidence is sustained. Therefore, in this presentation, we delve into a comprehensive exploration of strategies that can aid financial institutions in achieving and maintaining superior asset quality.
Every business, big or small, deals with outgoing payments. Whether it’s to suppliers for inventory, to employees for salaries, or to vendors for services rendered, keeping track of these expenses is crucial. This is where payment vouchers come in – the unsung heroes of the accounting world.
Dr. Alyce Su Cover Story - China's Investment Leadermsthrill
In World Expo 2010 Shanghai – the most visited Expo in the World History
https://www.britannica.com/event/Expo-Shanghai-2010
China’s official organizer of the Expo, CCPIT (China Council for the Promotion of International Trade https://en.ccpit.org/) has chosen Dr. Alyce Su as the Cover Person with Cover Story, in the Expo’s official magazine distributed throughout the Expo, showcasing China’s New Generation of Leaders to the World.
Abhay Bhutada, the Managing Director of Poonawalla Fincorp Limited, is an accomplished leader with over 15 years of experience in commercial and retail lending. A Qualified Chartered Accountant, he has been pivotal in leveraging technology to enhance financial services. Starting his career at Bank of India, he later founded TAB Capital Limited and co-founded Poonawalla Finance Private Limited, emphasizing digital lending. Under his leadership, Poonawalla Fincorp achieved a 'AAA' credit rating, integrating acquisitions and emphasizing corporate governance. Actively involved in industry forums and CSR initiatives, Abhay has been recognized with awards like "Young Entrepreneur of India 2017" and "40 under 40 Most Influential Leader for 2020-21." Personally, he values mindfulness, enjoys gardening, yoga, and sees every day as an opportunity for growth and improvement.
Fabular Frames and the Four Ratio ProblemMajid Iqbal
Digital, interactive art showing the struggle of a society in providing for its present population while also saving planetary resources for future generations. Spread across several frames, the art is actually the rendering of real and speculative data. The stereographic projections change shape in response to prompts and provocations. Visitors interact with the model through speculative statements about how to increase savings across communities, regions, ecosystems and environments. Their fabulations combined with random noise, i.e. factors beyond control, have a dramatic effect on the societal transition. Things get better. Things get worse. The aim is to give visitors a new grasp and feel of the ongoing struggles in democracies around the world.
Stunning art in the small multiples format brings out the spatiotemporal nature of societal transitions, against backdrop issues such as energy, housing, waste, farmland and forest. In each frame we see hopeful and frightful interplays between spending and saving. Problems emerge when one of the two parts of the existential anaglyph rapidly shrinks like Arctic ice, as factors cross thresholds. Ecological wealth and intergenerational equity areFour at stake. Not enough spending could mean economic stress, social unrest and political conflict. Not enough saving and there will be climate breakdown and ‘bankruptcy’. So where does speculative design start and the gambling and betting end? Behind each fabular frame is a four ratio problem. Each ratio reflects the level of sacrifice and self-restraint a society is willing to accept, against promises of prosperity and freedom. Some values seem to stabilise a frame while others cause collapse. Get the ratios right and we can have it all. Get them wrong and things get more desperate.
1. Education on Demand
Track: Nonprofit, Government and
Education
Bob Weir, Northeastern University
Marc Sternberg, Bronx Lab School
Trevor McDougall, IDP Education Australia
Daniel Strunk, DePaul University
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4. All About
Founded in 1898 in Boston, Northeastern is the 5th largest private university
in the United States and is renowned for:
Experiential Learning (#1 in Coop per US News and World Report)
Interdisciplinary Research (over $70 million sponsored annually)
Urban Engagement in the heart of Boston
• Industry: Higher Education
• Community: 20,000+ students, 3000+ faculty/staff, 180,000+ alumni
• SFDC Focus: Contributor and prospect relationship management
• Prospects/contributors: 275,000 individuals, foundations, corporations
• Users: 150 University Advancement staff, administrators, and executives
www.northeastern.edu
5. Case Study – Key Northeastern Challenges
Business Challenges
• Renewed emphasis on university advancement
• New President plus Senior Vice President for Advancement
• Distribution of responsibility (& staff) into colleges/units
• Includes internal and external cultural change
• Ability for one-to-one connection & management at scale
• Strict contact and fiscal management plus security
Technology Challenges
• 100 day development cycle during organization transformation
• Shift system/service perspective from ‘system out’ to ‘customer in’
• Bi-directional integration with ‘back-end’ PeopleSoft systems
6. Case Study – The Northeastern Solution
How did we address these challenges?
• Adapted SFDC sales management functionality to fundraising
• 100 day project (from idea to production deployment)
• Engaged SFDC services team including dedicated project lead
• Assigned NU project management & enterprise systems resources
• Created representative knowledge worker/executive steering team
• Rapid prototyping with concurrent information architecture
development and enterprise systems integration
• Policy and practices decisions ‘on the fly’ with later confirmation
• Eventual reliance on Cast Iron integration appliance technology
7. Case Study – The Northeastern Benefits
Quick enablement of a completely new organizational structure
with evolving objectives, structures, processes, hiring…
Unprecedented user acceptance
Ease of use
7X24 availability anytime, anywhere
Up to the minute information
Knowledge worker direct client information update
One tool for all staff functions (dev’t, alumni, mgmt, etc)
Dynamic evolution
Division calendar for all events, conferences, etc.
Added ‘Northeastern Ambassador’ field in one day
Growing use of workflows and alerts
8. Northeastern’s salesforce.com Future
Continued evolution of the Advancement SFDC
Support for mobile devices
Standard reports for cross-organization consistency
Executive and knowledge worker dashboards
Events calendar integration with Lotus Notes
Transparent replacement of the ‘back-end’ system
Additional Salesforce CRM application pending
Student ‘Early Warning’ System
• Faculty/Advisor communications and management tool
for student progress & performance concerns
10. All About Bronx Lab School
Founded 2004, Bronx Lab is a college preparatory school located in the Central
Bronx that currently serves 420 minority, under-resourced high school students
from across New York City.
• INDUSTRY: Secondary Education
• EMPLOYEES: 52
• GEOGRAPHY: New York City
• # USERS: 52
• PRODUCT(S) USED: CRM functionality “Principalforce”, Crystal Reports
integration for student transcripts
11. Case Study – Key Challenges
Business Challenges
• Having a single-source record for basic student contact data
• Collecting data on grades, attendance and behavioral information
• Tracking student progress across teachers
• Creating and sharing student transcripts
Technology Challenges
• City mandated system (ATS) for student attendance
• Built in 1978 in DOS – only 5 resources for 1,400 schools
• One way data flow – data goes in but doesn’t come out
• Not customizable – doesn’t allow non-traditional reporting
• Inability to access systems from off school premises
• Moving away from Excel & paper-based record keeping with non-tech
savvy user base
12. Case Study – Key Challenges, Cont.
Summary of Challenges
• Difficulty collecting and sharing student information
across different teachers, counselors etc.
• Inability to track non-traditional metrics
• Innovative educational processes hamstrung by
traditional, legacy systems
13. Case Study – The Solution… “Principalforce”
How did we address these challenges?
• Treating students as clients and using robust CRM system to manage all
aspects of the student experience
• Basic contact information
• Student behavior
• Credit accumulation
• Grades – immediate dissemination and historical analysis/comparison
• Multiple teacher input for parent meetings
• Use Crystal Reports to generate student transcript (given to student every 4
wks)
Deployment Details
#Users - ~800
Training - Friday morning bagels
Ongoing improvements – Project
management application, grade book
integration, parent access
14. Case Study – Results
What were the results?
• ~30 NYC schools now using Salesforce.com
• 800 users using one instance
• Ability to perform non-standard reporting including
“narrative grading”
• Better accuracy with data submitted to City
16. All About IDP & IELTS
IDP is a global company offering student recruiting and testing
services around the globe. IDP is part-owned by 38 universities
in Australia and represents all education sectors.
International student services
Assessment and evaluation services for education and
immigration
IELTS is the International English Language Testing System
owned by IDP and used in 120 countries worldwide.
Recognised by over 1000 U.S. higher education institutions
Located in Pasadena, CA
17. Case Study – Some Key Challenges
• INDUSTRY: Education – student recruitment and language testing
• EMPLOYEES: 700
• GEOGRAPHY: Global, HQ Australia
• # USERS: 500
• PRODUCT(S) USED: SFA, Service & Support, ExactTarget
Business Challenges
• No visibility of student information
• Poor student qualification
• Ad-hoc approach to marketing
• Complexity of business rules
Technology Challenges
• Multiple systems for collection
• Internet speed
• Failed “Global Apply Online” project
18. Case Study – The Solution
How did we address these challenges?
• Simplified “Counselling” process using SFA
• Coordinated management of campaigns
• Implemented AppExchange Exact target email marketing tool
• Mangers have visibility of sales and support performance via Dashboards
• Migrated all data from old systems and removed them
• Contracts with institutions and business rules managed within SFDC
• No upgrade to comms required
Deployment Details
•400 network users, 100 corporate users
•Over 50 global offices
•2 month design, 1 pilot office, 4 month rollout
•2.5 staff full-time deployed and supported
•Integration with legacy finance system
•Initial onsite training onsite during rollout
•Over 40 CRM champions trained
19. IDP - Student Recruitment process
Lead Generation and Management Contact/Acct Opportunity Management
Management
Campaign Contact Opportunity
Lead Product Interest
CAMPAIGNS are any A CONTACT is An OPPORTUNITY is a
A list of each of the
marketing activities that A LEAD is a prospect Qualified Leads [Student sale or deal or promise
products (from IDP product
you undertake to or potential student or Contact] of potential sale for an
suite) that the particular
generate interest in IDP buyer of IDP services. IDP product or service.
student is interested in.
products or services and Typically a person who There are currently 5
Opportunities are created
build brand awareness expresses interest in opportunity types:
from a Product Interest.
or generate leads (new IDP products & 1) Course Applications
prospective students) services. 2) Visa Service
for the business. 3) Accommodation
Account
4) Tour
5) Customised Services
An ACCOUNT a
Household of a Student
[Customer]
IDP Products
IDP Invoice
All IDP products including
courses, on-campus, IDP INVOICES - are
transnationals and other created from and written
products such as back on a daily basis from
accommodation, the financial system.
orientation tours etc.
20. Case Study – Results
What are the results?
• Increased visibility
• Accuracy of student information has increased
• Availability to see accurate conversion rates ( which is
an important KPI for the business)
• User adoption has been excellent
• Rollout completed in April 2007
21. Lessons learned @ IDP
Some of things we have learned
• Have business users work closely with people
configuring SFDC
• Setup designated “SFDC Champions” in the business
• Keep the number of required fields to minimum
• Do not under estimate change management required
– different national cultures at IDP
23. About me: Daniel P. Strunk
Director Partnership Development – Sales Leadership
Program
35 years experience in sales & marketing
Sales
Marketing
Consulting Clients
Co-Author – Principles of CRM,
Thomson-Southwestern 2007
24. About DePaul University:
Largest Catholic University in the USA.
23,000 undergraduate students
Rated “the most diverse college campus in America” by the Princeton
Review in 2006.
We currently have 480 students taking sales leadership classes.
We graduate 160 students form the program annually.
The Mission of the Center for Sales Leadership:
To prepare graduating seniors with the attitudes and skills necessary to meet the
challenges of the sales profession today.
25. In 2003 the Center for Sales Leadership had 3
CRM challenges:
1. Teach the benefits of CRM and SFA,
2. Manage the business of partner acquisition, and
3. Develop a relationship with our growing alumni population.
We met these challenges through our emerging
relationship with
26. Why ?
The right people. Mr. Dan Dal Degan Central Regional Vice
President
The Sales Leadership Program is a complex business.
At a University IT support isn’t always an option
The solution is easily learned and more importantly easy to
use.
Today system usage is 100%
Because of our involvement two other programs within the
university have become customers of
27. What action did we take?
In 2005 we began to:
Use the Enterprise Edition of to
manage our program
Teach in our Sales Strategy &
Technology course.
28. What action did we take?
In 2006-2007
With the support help of we developed
the first interactive on-demand sales case.
• The case environment:
– Accommodates 42 students,
– Uses 84 accounts,
– Contains 162 different buyer profiles,
– Identifies 320 sales opportunities, and
– Results in a sales presentation to a buyer
Managed the acquisition of 12 new partners and
developed an alumni campaign management
strategy
29. What are our results with ?
The management of our program has been simplified.
Our graduates have become leaders in CRM at their new
employers.
The case has evolved into a sophisticated selling tool.
• 15 universities have adopted the system and the case in the U.S.
This fall we will begin campaign management with our
alumni.
30. Moderated By:
Tucker MacLean
Sr. Director, Nonprofits & Higher Ed
Panelists:
Bob Weir
VP, Information Services
Marc Sternberg
Founder and Principal
Trevor McDougall
MIS Manager
Daniel Strunk
Director, Partnership Development
31. Don’t miss these Activities:
Visit our Nonprofit, Government and
Education Expo
17 Partner Solutions
Enjoy a Latte and Network in our
Industries Lounge
Meet over 300 Nonprofit, Government and
Education Attendees
Industry Networking Event: Dinner &
Cocktails: Tue 6:00pm
salesforcefoundation.org/npdreamforce07
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