Measuring the Impact of Your Salesforce Deployment

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What elements contribute to a successful CRM roll-out and how do we measure success after the implementation project is complete? Learn how institutions like World Learning and Dixie State University were able to measure improvement rates after deploying Salesforce at their organizations.

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Measuring the Impact of Your Salesforce Deployment

  1. 1. Measuring the Impact of Your Salesforce Deployment
  2. 2. David Roos, Ed.D. Executive Director, Enrollment Management Dixie State University @rdroos
  3. 3. About Dixie State University - • Dixie College – 1911. • State college in 2000. • Achieved University Status in 2012. • Offer more than 40 different BS degrees; also AS, AAS, Certificates • Current enrollment: 8,600. • Located in St. George, Utah - 2 hours north of Las Vegas.
  4. 4. The Challenge - • Enrollment growth happened in spite of our organized chaos. • Students at times received mailings multiple times or not at all. • Increased sophistication of competition's marketing. • Attempted to use the "Banner" recruitment module . L Current State Desired State
  5. 5. The Problem - • Disparate systems, emails, spreadsheets • One-size-fits-all communication plan. • Mass mailings at predetermined times. • Cumbersome & difficult for individual recruiters to reach out to their assigned inquiries. • Tracking of students thru enrollment funnel? Not really.
  6. 6. The Solution - • RFP in 2010 - 12 vendors reviewed • Enrollment Rx selected due to Sales Force platform and affordable pricing model. • Implementation was straight-forward with minimal impact on IT resources • Implemented in stages, with initial communication plans operational within three months. • Currently in 4th year of usage.
  7. 7. The Results - • Contributed to 47% increase in applications in the first year of implementation. • Enrollment increased from 8577 in Fall 2010 (1st year) to 9086 in Fall 2011, or a 6% increase. • For Fall 2014, 32% increase in admitted students over prior year. • Currently 22% more freshmen have enrolled than in prior year.
  8. 8. The Benefits - • Tailored & personalized marketing communication plans. • Improved contact with students through the enrollment funnel. • Improved accountability with automated inquiry assignments and tracking. • On-the-fly communications and reporting. • Awesome dashboards to track progress.
  9. 9. #HowweuseERX - Highlighting our value proposition through automated e-mails.
  10. 10. Jason Eric Jensen Enrollment Systems Manager @SITStudyAbroad
  11. 11. About World Learning
  12. 12. World Learning’s Program Units •  The Experiment in International Living •  SIT Study Abroad •  SIT Graduate Institute
  13. 13. World Learning + Salesforce
  14. 14. Our Salesforce Implementation •  Utilized by Enrollment Management •  Student engagement, recruitment, enrollment
  15. 15. Our Salesforce Integrations
  16. 16. 30,000 Foot View Automation + Analytics = Better Experiences Automation Analytics Success –  256% increase in SSA scholarship applications –  10% increase in SGA enrollment –  Faster confirmation time for all programs and more…
  17. 17. Understanding our Marketing Efforts
  18. 18. The Experiment in International Living
  19. 19. SIT Study Abroad
  20. 20. SIT Study Abroad - Scholarships
  21. 21. SIT Graduate Institute
  22. 22. SIT Graduate Institute
  23. 23. Silverpop Marketing Automation
  24. 24. Adjusting our Approach
  25. 25. Summary

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