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How to Lead Campus-
Wide Change
Tyler Gayheart, Director of Strategic Communication, University of Kentucky
Jordan Adler, Director of CRM, University of Kentucky
Lisa Runion, Assistant Director of CRM, University of Kentucky
Jim Gilbert, Salesforce Consulting Manager, Huron
Forward-Looking Statements
Statement Under the Private Securities Litigation Reform Act of 1995
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the
assumptions proves incorrect, the results of salesforce.com, inc. or Salesforce.org could differ materially from the results expressed or implied by the forward-
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or
service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future
operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of
our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with Salesforce.org or as applicable Salesforce (referred to
collectively as “we” and “our”) developing and delivering new functionality for our service, new products and services, our new business model, our past
operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the
outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively
limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our services and successful
customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to different market segments. Further information on
potential factors that could affect the financial results of salesforce.com, inc. is included in its annual report on Form 10-K for the most recent fiscal year and in
its quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC
Filings section of the Investor Information section of the Salesforce Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be
delivered on time or at all. Customers who purchase salesforce.com services or the Salesforce.com-developed products and services should make the purchase
decisions based upon features that are currently available. Salesforce.org assumes no obligation and does not intend to update these forward-looking
statements.
About the University of Kentucky
Founded in 1865 as the Agricultural and Mechanical
College of Kentucky
Land-grant institution and the largest university in Kentucky
1 of 8 universities in the US with agriculture, engineering, medicine and pharmacy on a contiguous
campus
Over 200 majors
8 NCAA Men’s Basketball Championships
Home of the DanceBlue fundraiser/dance marathon
to fight childhood cancer
Campus-wide Change
Little to no Salesforce Expertise
Executive buy-in at the Provost / CIO Level
CIO is now on CIO Advisory Board
Hobsons University - Connect/Retain/ApplyYouself
Lessons Learned
Resources and Campus Utilization/Integration
Change Management (internal and external)
New Procedures (CRM & Marketing)
“Building the ship as you sail it”
Roadmapping and planning for future
Open Labs & Community Building
Make Connections Around Campus
• Identify power vs beginner users
• Communication leads
• Schedule meetings
• Drive and reinforce your message
Central Communication Channel
• Lifecycle @ UK website
• Open Labs and walk-in hours
• Single source of info
• Internal Training (Canvas Shells)
Developing a Culture of Excellence
What’s Next?
Engage our Users
• Embedded Salesforce administrators
• Codified submission processes
• Regular Feature/Data Field Updates
• Deeper Marketing Cloud User Group
Enterprise Organization
• Leveraging efficiencies gained for phase 2, 3
• How we integrate services
• Culture of sharing and support
Full Utilization
• Live Chat
• Knowledge Base Project
Building on successes and failures
“If you had to do it all over again, what
is one thing that you would change?
Follow the University of Kentucky’s Journey
Lifecycle @UK website: http://www.uky.edu/lifecycle/
And stay connected!
Power of Us Hub: https://powerofus.force.com
Check out a local User Group: https://success.salesforce.com/featuredGroups
#HESUMMIT18
(and start or continue your own)
How to Lead Campus-Wide Change

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How to Lead Campus-Wide Change

  • 1. How to Lead Campus- Wide Change Tyler Gayheart, Director of Strategic Communication, University of Kentucky Jordan Adler, Director of CRM, University of Kentucky Lisa Runion, Assistant Director of CRM, University of Kentucky Jim Gilbert, Salesforce Consulting Manager, Huron
  • 2. Forward-Looking Statements Statement Under the Private Securities Litigation Reform Act of 1995 This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. or Salesforce.org could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with Salesforce.org or as applicable Salesforce (referred to collectively as “we” and “our”) developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our services and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to different market segments. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in its annual report on Form 10-K for the most recent fiscal year and in its quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of the Salesforce Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase salesforce.com services or the Salesforce.com-developed products and services should make the purchase decisions based upon features that are currently available. Salesforce.org assumes no obligation and does not intend to update these forward-looking statements.
  • 3. About the University of Kentucky Founded in 1865 as the Agricultural and Mechanical College of Kentucky Land-grant institution and the largest university in Kentucky 1 of 8 universities in the US with agriculture, engineering, medicine and pharmacy on a contiguous campus Over 200 majors 8 NCAA Men’s Basketball Championships Home of the DanceBlue fundraiser/dance marathon to fight childhood cancer
  • 4. Campus-wide Change Little to no Salesforce Expertise Executive buy-in at the Provost / CIO Level CIO is now on CIO Advisory Board Hobsons University - Connect/Retain/ApplyYouself Lessons Learned Resources and Campus Utilization/Integration Change Management (internal and external) New Procedures (CRM & Marketing) “Building the ship as you sail it” Roadmapping and planning for future
  • 5. Open Labs & Community Building Make Connections Around Campus • Identify power vs beginner users • Communication leads • Schedule meetings • Drive and reinforce your message Central Communication Channel • Lifecycle @ UK website • Open Labs and walk-in hours • Single source of info • Internal Training (Canvas Shells) Developing a Culture of Excellence
  • 6. What’s Next? Engage our Users • Embedded Salesforce administrators • Codified submission processes • Regular Feature/Data Field Updates • Deeper Marketing Cloud User Group Enterprise Organization • Leveraging efficiencies gained for phase 2, 3 • How we integrate services • Culture of sharing and support Full Utilization • Live Chat • Knowledge Base Project Building on successes and failures
  • 7. “If you had to do it all over again, what is one thing that you would change?
  • 8. Follow the University of Kentucky’s Journey Lifecycle @UK website: http://www.uky.edu/lifecycle/ And stay connected! Power of Us Hub: https://powerofus.force.com Check out a local User Group: https://success.salesforce.com/featuredGroups #HESUMMIT18 (and start or continue your own)