Implementing Salesforce for Enrollment Management

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This session will be a travelogue of three universities’ journeys from CRM selection through training and development to implementation. Syracuse University, Pepperdine University, and The College of St. Scholastica will share their experiences of their traveling companions (implementation team), itinerary (project plan), preparations for their journey (training and testing), and stories of their adventure (go live). Join us to hear about their favorite experiences, challenges and lessons learned.

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Implementing Salesforce for Enrollment Management

  1. 1. Implementing Salesforce for Enrollment Management
  2. 2. Deborah Gardner, Syracuse University Lynne Hamre, The College of St. Scholastica Roberta Oberpriller, The College of St. Scholastica Novita Rogers, Pepperdine University Moderator Brian Niles, TargetX Panelists
  3. 3. Syracuse University • Enrollment • 21267 total student population 2011-2012 • 14422 FT Undergrad, 675 PT Undergrad • 4670 FT Grad and Law, 1500 PT Grad and Law • Over 200 programs offered • 9 Schools and Colleges • Single main campus • PeopleSoft as the ERP • Primary purpose • Recruitment and custom communications to student inquires Presenter: Deborah Gardner, dagardne@syr.edu
  4. 4. The College of St. Scholastica Presenters: Lynne Hamre, lhamre@css.edu Roberta Oberpriller, roberpri@css.edu • Located in Duluth, MN as well as extended campuses across the state and Surprise, AZ • 4240 students • 2217 Traditional • 2023 Graduate, Extended and Online • Banner as the SIS • Selected Salesforce as enterprise- wide CRM solution • First implementation for Enrollment Management (both traditional and GEO0 replacing Banner Relationship Management)
  5. 5. Pepperdine University, Malibu, CA • Offers degree programs at 5 locations throughout Southern California and 6 international locations • Composed of • 1 undergraduate school with 3,500+ students • 4 graduate/professional schools with 3700+ students • ERP: Oracle PeopleSoft for Student, HR, and Finance • In the process of implementing Salesforce for Marketing, Recruitment and Admissions offices. Vision is to implement Advancement next, with an eye towards student services in the future. Presenter: Novita Rogers, novita.rogers@pepperdine.edu

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