Presentation from Salesforce.org Higher Ed Summit 2018 by: Tyler Gayheart, University of Kentucky, Jordan Adler, University of Kentucky, Lisa Runion, University of Kentucky, and Jim Gilbert, Huron.
Learn how University of Kentucky transformed Admissions & Recruiting and successfully supported campus wide change with a multi-faceted approach.
Watch a recording of this presentation: https://youtu.be/heU81d2ORYY
Hierarchy of management that covers different levels of management
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
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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)