Managing Admission Events with Salesforce Campaigns
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Presentation from Salesforce.org Higher Ed Summit 2017 by: Chris Tompkins of Indiana University The ability to manage admissions-based events is a critical component to successfully using a CRM platform for University recruitment. In this session, the University of Miami and Indiana University will present each of their designs and why they have chosen to utilize the Salesforce Campaign as the center of an end-to-end event management solution. Both designs include mechanisms for event participants to register online for individual events, track the information about both the events and each participant, and provide automated communications related to each event occurrence. Both solution designs will be explained and provide real admissions-based examples that illustrate how Salesforce can be effectively utilized for managing events with both an admissions focus and at an enterprise scale.
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Managing Admission Events with Salesforce Campaigns
- 1. Managing Admission Events with Salesforce Campaigns Chris Tompkins, Indiana University Florence Parodi, University of Miami
- 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. 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 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 service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our 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 our 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 our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
- 3. About Indiana University Organization Constituents / Areas of Adoption Products Indiana University 2 Main Campuses and 6 Regional Campuses Approx 115,000 combined undergraduate and graduate students Centralized University IT Services Distributed admissions processes Not Enterprise with Enterprise design All constituent populations excluding Alumni (student/staff/faculty/external) Currently four user populations (Undergraduate Recruiting, Graduate Recruiting, Human Resources) 300 Users, 150 Business Units Salesforce Service Cloud Salesforce Marketing Cloud Marketing Cloud Connect Jitterbit DemandTools People Import FormAssembly Conga
- 4. About University of Miami Organization Constituents Areas of Adoption Products University of Miami Private research university with more than 16,000 students from around the world 11 schools and colleges serving undergraduate and graduate students in more than 180 majors and programs Undergraduate and Graduate Student Recruitment • 180 Sales Cloud users • 50 Marketing Cloud users Current Employees and Students • 25,000 Customer Community users Salesforce Sales Cloud Higher Education Data Architecture (HEDA) Salesforce Marketing Cloud Marketing Cloud Connect Jitterbit Dell Boomi DemandTools
- 5. Scope and Requirements Occurrences Event Naming Start/End Date and Time Capacity Management Event Status Event Analytics Recurring & Sub-events Participants Register online for individual events Record registration and attendance by participant per event Record specific data for each participant per event Communication Invitation Registration Confirmation Registration Cancelation Reminder prior to the event Thank you after the event Common theme: flexible, non-technical, admissions focus & enterprise scale
- 6. Indiana University Demo Event Registration Form Campaign Campaign Member Event Communications Attendance Form
- 11. Event Attendance
- 12. University of Miami Demo Event Registration Form Campaign Campaign Member Interactions Event Communication Attendance
- 14. Campaign
- 15. Campaign Member
- 16. Interactions
- 18. Attendance
- 19. Questions & Answers Q & A
Editor's Notes
- Sally (2 minutes) Chris Tompkins is the Manager of the Lifetime Engagement Initiative at Indiana University working with the enterprise CRM since fall of 2013. He has been responsible for managing the implementation and sustainability of the enterprise CRM platform and related components across the Institution’s eight campuses. Prior to this position, Chris managed the enterprise Electronic Research Administration Program at Purdue University for ten years. Florence is an IT Manager at the University of Miami and has been working in higher education for 15 years. She leads the Salesforce enterprise strategy for prospective student engagement to improve the recruitment experience at the University. Her team works to engage undergraduate and graduate students in more than 180 majors and programs in 11 schools and colleges. Florence and her team rolled out Lightning Experience and positioned the University to be the first to go-live on the Higher Education Data Architecture (HEDA). The enterprise implementation included Sales Cloud, Marketing Cloud (Exact Target), and a custom event registration solution. Florence developed and initiated her department’s Cloud Platform Internship program, which provides real-world experience through multi-level administrator and developer tracks. These interns provide production support and develop enhancements for the University’s Salesforce implementation. Prior to joining IT, she was associate director of marketing for the Division of Continuing and International Education, where she led the first deployment of Salesforce at the University of Miami in 2008. She is a Salesforce.com certified administrator and developer. Abstract:The ability to manage admissions-based events is a critical component to successfully using a CRM platform for University recruitment. In this session, the University of Miami and Indiana University will present each of their designs and why they have chosen to utilize the Salesforce Campaign as the center of an end-to-end event management solution. Both designs include mechanisms for event participants to register online for individual events, track the information about both the events and each participant, and provide automated communications related to each event occurrence. Both solution designs will be explained and provide real admissions-based examples that illustrate how Salesforce can be effectively utilized for managing events with both an admissions focus and at an enterprise scale.
- Sally(1 minute) Key Takeaway: We are a publicly traded company. Please make your buying decisions only on the products commercially available from Salesforce. Talk Track: Before I begin, just a quick note that when considering future developments, whether by us or with any other solution provider, you should always base your purchasing decisions on what is currently available.
- Chris (2 minutes)
- Florence (2 minutes)
- Chris/Florence (5 minutes) Both designs include: mechanisms for event participants to register online for individual events track the information about both the events and each participant provide automated communications related to each event occurrence. Both solution designs will be explained and provide real admissions-based examples that illustrate how Salesforce can be effectively utilized for managing events with both an admissions focus and at an enterprise scale.
- Chris(10 minutes)
- Florence(10 minutes)
- Chris/Florence(9 minutes) Give Sally sample questions What types of reporting can you do? What does the next phase of event registration look like for you? Lessons learned Who implemented the solution for you?