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6.7 Managing it All
Lisa Magnarella from Marist College discussed managing workflow using Salesforce and TargetX. She explained that workflow involves the movement of work between departments, employees, and constituents. In the past, procedures and problems with workflow were unclear, incorrect, incomplete, unprioritized, and siloed. However, Salesforce and TargetX provide a large, customized, and flexible ecosystem to better manage recruitment and retention workflow using standard functionality like cases, case teams, and queues without additional costs. This allows institutions to track, organize, and report on work more visibly and with greater accountability for success.
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6.7 Managing it All
- 1. #TargetXSummit Managing it All LisaMagnarella Executive Director, Enrollment Services Marist College Poughkeepsie, NY
- 2. #TargetXSummit Workflow The movement ofwork from one department or employee or constituent to another
- 3. #TargetXSummit Workflow—End Users ● Executives ●Recruiters ● Admission Counselors ● Event Planners ● Marketers ● Processors ● Systems ● Prospective Students ● Parents ● School Counselors ● Alumni
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- 5. #TargetXSummit Workflow—Past Problems ● Unclear ●Incorrect ● Incomplete ● Unprioritized ● Siloed ● Out of Left Field
- 6. #TargetXSummit Salesforce and TargetX ●Large Ecosystem ● Complex ● Customized to Higher Ed ● Designed for Recruitment and Retention ● Flexible ● Scalable ● A True CRM ● Does NOT have to be complicated
- 7. WORK SMARTER notHARDER
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- 9. #TargetXSummit Cases ● Standard Salesforceobject ● Standard set up functionality ● Standard end-user functionality ● Not a separate app ● No additional costs ● No additional licenses ● No special access requirements
- 10. A Case isan employee request, question, or issue. Case Team Queues prioritize and assign records to teams that share workloads. A Case Team is a group of people that work together to solve cases. For example, a case team can include counselors, marketers or report writers. Case Types bucket your cases according to subject category.
- 11. Case Types, Teamsand Queues ● Communications ● Event ● Records ● Reports ● Technical/Issues ● Counselor
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