Nick Zinser, Director of Enrollment Systems at Northeastern University, shares insights on how they are using Salesforce to achieve a culture of success.
Connected Campus Collage: Tales of Using Salesforce Across the LifecycleSalesforce.org
The idea of a Connected Campus is the ability to connect to all constituents in a whole new way leveraging social, mobile and cloud technologies on a single unified platform. While some are already there, many are still on a journey to becoming a Connected Campus where they use Salesforce as a system of engagement across the entire student lifecycle. Join us to learn how University of Minnesota, Tulane University, and George Mason University School of Business are using Salesforce across the student lifecycle and their journeys to become a connected campus.
Higher Ed Will Never Be The Same Again - Introducing Salesforce1 for Higher E...Salesforce.org
Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect
The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate.
Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways.
Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships.
With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement.
Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.
Salesforce.org Higher Ed Summit 2016 KeynoteSalesforce.org
Presentation from the 2016 Salesforce.org Higher Education Summit at Tulane University. Become a Connected Campus with Salesforce. Learn more at www.salesforce.org/highered.
Georgetown University and St Norbert College: Improving Recruiting Efficiency...Salesforce.org
As tuition costs continue to skyrocket, both students and parents are looking for something
different – and personal - when selecting a higher education institution. This means universities
need to nurture prospective students through the entire applicant lifecycle – from initial touch
to final enrollment. Consequently, it's becoming imperative to explore new, innovative ways
to approach recruiting and admissions all while increasing efficiency.
Join us to learn how Georgetown University McDonough School of Business is using Salesforce to streamline processes, consolidate and share data, and to create a more efficient communication and engagement platform throughout the entire student’s lifecycle from recruitment to alumni relations. Similarly, St. Norbert College will share how they moved from manual, paper-based processes to a fully automated, data-rich system thus driving down the time it takes to accept students from weeks to just mere days.
Register today and learn how your university can leverage new, innovative technologies to increase efficiencies, value and yield.
Who Should Attend:
Recruiting
Admissions
Enrollment Management
Academic Affairs
IT
Speakers:
Kirsten Sands, Director of Admissions and Recruitment, Georgetown University's McDonough School of Business
Ravi Agarwal, Ph.D., Director of Enterprise Applications, St. Norbert College
Watching graduation rates soar; increasing on-time graduation; boosting student retention and persistence; improving the overall student experience. These all sit high on the priority list for most colleges and universities. For some, departmental silos or lack of quality data act as barriers to student success. However, others have embraced the concept of campus collaboration and committed to leveraging investments in systems across multiple departments. Join us to learn how Fresno Pacific is using the power and flexibility of the Salesforce Platform to track and help administer a variety of Student Services, despite very limited staffing dedicated to development. Applications are active for Tutoring, Campus Nurse/Medical Records, Mentoring and Retention, Fitness Center, Helpdesk, Conduct Management (discipline), with plans for continued expansion.
Explore with ASU how we look toward our community outreach of our K-12 programs through our recruitment process, service to our current students and long-term affinity of our alumni, visitors and events to build on our mission and realize the potential of connections that our experimentation with Salesforce is enabling.
Using Community Cloud for Alumni Volunteer SolicitorsSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by:
Mike Craven, University of California, Berkeley
Join this session to learn how, in less than two months from conception to deployment, Community Cloud allowed UC Berkeley to quickly and easily extend its fundraising CRM to its Class Campaign Volunteers Solicitors. Cal uses Community Cloud to assign reunion volunteers to their classmate prospects and to track their solicitation asks and outcomes. Community Cloud let UCB rapidly tailor a tool for our volunteer partners without the integration hassles of a standalone application.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Nathalie Mainland, Jason Belland, Geshri Gunasekera, Margo Martinez, Keld Bangsberg.
Join our industry solutions directors as we discuss the amazing momentum with HEDA (Higher Ed Data Architecture) and Salesforce Advisor Link, including the latest developments and roadmap moving forward. Whether you’re considering moving to HEDA, adopting Advisor Link, this session will provide an opportunity to ask questions and learn about hot topics like compatibility and much more. We’ll also take a deeper dive into the exciting work going on in the Advancement and Recruiting and Admissions spaces.
Watch a recording of this presentation: https://youtu.be/0c6yIuEGZyk
Connected Campus Collage: Tales of Using Salesforce Across the LifecycleSalesforce.org
The idea of a Connected Campus is the ability to connect to all constituents in a whole new way leveraging social, mobile and cloud technologies on a single unified platform. While some are already there, many are still on a journey to becoming a Connected Campus where they use Salesforce as a system of engagement across the entire student lifecycle. Join us to learn how University of Minnesota, Tulane University, and George Mason University School of Business are using Salesforce across the student lifecycle and their journeys to become a connected campus.
Higher Ed Will Never Be The Same Again - Introducing Salesforce1 for Higher E...Salesforce.org
Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect
The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate.
Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways.
Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships.
With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement.
Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.
Salesforce.org Higher Ed Summit 2016 KeynoteSalesforce.org
Presentation from the 2016 Salesforce.org Higher Education Summit at Tulane University. Become a Connected Campus with Salesforce. Learn more at www.salesforce.org/highered.
Georgetown University and St Norbert College: Improving Recruiting Efficiency...Salesforce.org
As tuition costs continue to skyrocket, both students and parents are looking for something
different – and personal - when selecting a higher education institution. This means universities
need to nurture prospective students through the entire applicant lifecycle – from initial touch
to final enrollment. Consequently, it's becoming imperative to explore new, innovative ways
to approach recruiting and admissions all while increasing efficiency.
Join us to learn how Georgetown University McDonough School of Business is using Salesforce to streamline processes, consolidate and share data, and to create a more efficient communication and engagement platform throughout the entire student’s lifecycle from recruitment to alumni relations. Similarly, St. Norbert College will share how they moved from manual, paper-based processes to a fully automated, data-rich system thus driving down the time it takes to accept students from weeks to just mere days.
Register today and learn how your university can leverage new, innovative technologies to increase efficiencies, value and yield.
Who Should Attend:
Recruiting
Admissions
Enrollment Management
Academic Affairs
IT
Speakers:
Kirsten Sands, Director of Admissions and Recruitment, Georgetown University's McDonough School of Business
Ravi Agarwal, Ph.D., Director of Enterprise Applications, St. Norbert College
Watching graduation rates soar; increasing on-time graduation; boosting student retention and persistence; improving the overall student experience. These all sit high on the priority list for most colleges and universities. For some, departmental silos or lack of quality data act as barriers to student success. However, others have embraced the concept of campus collaboration and committed to leveraging investments in systems across multiple departments. Join us to learn how Fresno Pacific is using the power and flexibility of the Salesforce Platform to track and help administer a variety of Student Services, despite very limited staffing dedicated to development. Applications are active for Tutoring, Campus Nurse/Medical Records, Mentoring and Retention, Fitness Center, Helpdesk, Conduct Management (discipline), with plans for continued expansion.
Explore with ASU how we look toward our community outreach of our K-12 programs through our recruitment process, service to our current students and long-term affinity of our alumni, visitors and events to build on our mission and realize the potential of connections that our experimentation with Salesforce is enabling.
Using Community Cloud for Alumni Volunteer SolicitorsSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by:
Mike Craven, University of California, Berkeley
Join this session to learn how, in less than two months from conception to deployment, Community Cloud allowed UC Berkeley to quickly and easily extend its fundraising CRM to its Class Campaign Volunteers Solicitors. Cal uses Community Cloud to assign reunion volunteers to their classmate prospects and to track their solicitation asks and outcomes. Community Cloud let UCB rapidly tailor a tool for our volunteer partners without the integration hassles of a standalone application.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Nathalie Mainland, Jason Belland, Geshri Gunasekera, Margo Martinez, Keld Bangsberg.
Join our industry solutions directors as we discuss the amazing momentum with HEDA (Higher Ed Data Architecture) and Salesforce Advisor Link, including the latest developments and roadmap moving forward. Whether you’re considering moving to HEDA, adopting Advisor Link, this session will provide an opportunity to ask questions and learn about hot topics like compatibility and much more. We’ll also take a deeper dive into the exciting work going on in the Advancement and Recruiting and Admissions spaces.
Watch a recording of this presentation: https://youtu.be/0c6yIuEGZyk
Email Marketing Journeys for Social ImpactSalesforce.org
Nonprofits and universities are deepening their relationships with modern email marketing programs. This presentation will help you learn from leading practitioners in the social sector. Learn how to manage multi-channel campaigns, use data to create personalized, dynamic and predictive content, and more.
Intro to the Higher Education Advisory CouncilSalesforce.org
The Higher Education Advisory Council is a community-led group of Salesforce users from schools across North America and Europe. The council is supported and recognized by Salesforce.org and serves the community through volunteerism and initiatives designed to help the higher education industry in its use of Salesforce on campus.
Personalized email marketing engagement is central to getting results whether it be fundraising for your nonprofit or raising alumni funds for your university. Learn best practices from some of the top innovators in the social sector.
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
Presentation from Salesforce.org Higher Ed Summit 2017 by: Mike Slade, Western Governors University
As your organization matures in Salesforce, you'll find a source of pain the fact that an update to one record can create logic in triggers, workflows, process builder and flows. Not only is it extremely difficult to troubleshoot where a problem could be, but workflows can call triggers which call flows. Pretty soon you've hit your limits and you can't change. This session will talk about how to make the change to a single path of execution and how these methods can work together to provide an easy-to-manage situation for each object.
Helping Gamechangers Change the World - Introducing Salesforce1 for Nonprofits Salesforce.org
Each and every day, millions around the world work tirelessly to pickup where others have left off...
· Feeding and housing the poor
· Delivering care to those in need
· Conserving earth’s most precious resources
· Speaking up for those without a voice.
The Salesforce.com Foundation is honored that gamechangers at more than 22,000 nonprofits choose salesforce.com’s cloud, social and mobile technologies to help them deliver so many different solutions to improve communities around the world.
And that is why we are so excited to unveil Salesforce1 for Nonprofits – the most complete solution set in the nonprofit industry.
Salesforce1 for Nonprofits offers solutions for program management, community engagement, marketing communications and fundraising to empower nonprofits to run their organizations from their phones. It is built from the ground-up for the mobile and social era.
Learn more and register now for next week’s webinar to get a glimpse of the future of the nonprofit social change community.
Gamechangers, your time has come.
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
Student Service Model + Salesforce = A World Class Student ExperienceSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Lori Dembowitz & Tara Krch, UMass Lowell
In response to the 50% enrollment growth from 2007 to 2014, UMass Lowell implemented a one-stop service center, The Solution Center, to improve customer service and increase student satisfaction. The Solution Center was designed to improve service delivery from the "Home Offices" of the Registrar, Student Financial Services and Financial Aid through expanded self-service opportunities, improved communications, simplified processes and policies, and increased efficiency and effectiveness of operations. The implementation of the Solution Center led to the university's adoption of Salesforce for managing interactions between students, parents, faculty, and staff. This presentation will focus on UMass Lowell's utilization of Salesforce and its impact on business process efficiency, data-based decision making, staff performance, and the student experience.
Presentation from Salesforce.org Higher Ed Summit 2017 by: Tom Neuburger, Smith College
In this presentation, Smith College will share its process and thinking behind successfully divesting from the Non-Profit Starter Pack so the organization could move forward with Salesforce's Higher Education Digital Architecture, or HEDA.
Mobilizing Recruiting and Admissions webinarSalesforce.org
In a world where we are no longer tethered to our desks, we need better mobile solutions to be effective and efficient when on the go. Join us to learn how MIT Sloan School of Management rolled out a mobile application review solution so that admissions could review applications online and offline. MIT will not only demo the mobile app, but also share how integration with Salesforce helped them streamline the MIT EMBA admissions process, make better decisions faster, and successfully manage over 200 students throughout the 20-month program.
Who Should Attend:
- Recruiting
- Admissions
- Enrollment Management
- Academic Affairs
- IT
Speakers:
Jonathan Lehrich, Program Director and Lecturer, MIT Executive MBA at MIT Sloan School of Management
Angel Navedo, Director, TargetX
Connected Campus — The Future is Your StudentSalesforce.org
Core assumptions of traditional higher ed practice are often misaligned with new realities of opportunity and need. Peter Coffee of salesforce.com shares observations on connection with the future of human collaboration, knowledge acceleration, business globalization and next-gen education to build strong lifelong relationships with your constituents.
The Higher Education Advisory Council is a community-led group of Salesforce users from schools across North America and Europe. The council is supported and recognized by Salesforce.org and serves the community through volunteerism and initiatives designed to help the higher education industry in its use of Salesforce on campus.
Integrating Banner: Transform Your Student DataSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Sarah Hawkins, Administrative Applications, and Caitlin Marshall Senior Consultant.
Critical to the success of implementing an enterprise wide solution for student engagement is good data. This session will focus on Georgetown's journey to provide a single system for student data from applicant to alumni. We will examine how decisions were made in regards to bringing an institutional academic hierarchy to the Salesforce object structure as well as determining which data points would be key to our success. One of the challenges that we faced on this project was 'how do we avoid replicating the current SIS, Banner, while also presenting the data using the advantages of Salesforce?'. Come and find out how we achieved this and how we are leveraging disruptive technology to innovate the way that we do business in Higher Ed.
Watch a recording of this presentation: https://youtu.be/8zEN0oPl-uY
First Year Experience Using Salesforce & Marketing CloudSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Angie Hall, University of Michigan.
At the University of Michigan, we're taking things a step further than tracking admissions. Join this session to learn how we're using Salesforce and Marketing Cloud to empower incoming students in an entirely innovative, potentially life-changing way.
Watch a recording of this presentation: https://youtu.be/7T5-_jXsHe0
Connected Campus Vision in Action: How to Achieve ItSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Jenn Haas, COO and AVP, ITS University of St. Thomas, and Mark Brecheisen, General Manager - Higher Ed Solutions Xede Consulting Group.
The University of St. Thomas is utilizing Salesforce for undergraduate and graduate Recruiting and Admissions. Through a defined planning process, we are working toward broadening the use to be campus wide by working with departments across campus to understand their needs and prioritize them with all other competing campus needs - including Development, Alumni Relations, Marketing & Communications, Events, Analytics, and Student Success. We keep a conscious discipline across all these efforts that if at all possible, solutions should be able to be utilized by other departments and not be too specific; we also want to stay within native capabilities of Salesforce as much as we can. We will discuss the planning process we are using, key roles within our planning efforts, how the system architecture and org strategy comes into play, and the way that our partner Xede has assisted us in reaching our goal of having a comprehensive Roadmap for success.
Watch a recording of this presentation: https://youtu.be/aayTA9e3nLM
Leveraging HEDA from an Executive Education perspectiveSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Randall Haskin of Duke's Fuqua School of Business
In conjunction with ACF Consulting, join Duke's Fuqua School of Business as they present their Salesforce solution that supports the school's Executive Education program marketing and enrollment using HEDA. Fuqua offers several open enrollment programs in addition to tailored programs and is responsible for generating, converting, and enrolling leads into the these programs. Using HEDA allows Fuqua to better manage their constituents from an Account/Contact perspective as well as build the foundation for better Program Enrollment visibility across non-degree and degree programs. Part of their solution was to determine how best to handle scenarios where out of the box Salesforce needed to be adjusted to work with the HEDA architecture: Data.com corporate contact adds, lead conversion, and using opportunities for individual prospecting. Executive Education tends to be corporate in nature which lends itself to more standard Salesforce functionality and adopting HEDA allows the solution to grow and expand regardless of functional area.
Bridging the Gap Between K-12 and Higher EdSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Melissa Kwilsoz of ASU Enterprise Partners
The modern economy requires education beyond high school. Today's K-12 system must ensure students can be successful in entering and persisting in higher ed -- and, in turn, the workforce. Everyone has a stake in this challenge -- from K-12 institutions to the programs supporting these students to the universities themselves. Come hear from a panel of education thought leaders discuss strategies and linkages that do (or should) exist, and how we can all work together to prepare students to succeed in college and career.
One Stop Shop: Enhance the Student Experience with Community CloudSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Michael Malone, MBA/EMBA Program, and Ann Louie Lomboy, Information Technology Group.
Many institutions struggle with disparate student experiences made up of a collection of disparate portals, website and silo'd tools that miss the mark by creating a fragmented user experience. Learn how Columbia Business School and 7Summits are tackling this problem head on with CBS Connect an integrated student experience and "one stop shop" Salesforce Community.
Watch a recording of this presentation: https://youtu.be/oxUGidFAEV0
Email Marketing Journeys for Social ImpactSalesforce.org
Nonprofits and universities are deepening their relationships with modern email marketing programs. This presentation will help you learn from leading practitioners in the social sector. Learn how to manage multi-channel campaigns, use data to create personalized, dynamic and predictive content, and more.
Intro to the Higher Education Advisory CouncilSalesforce.org
The Higher Education Advisory Council is a community-led group of Salesforce users from schools across North America and Europe. The council is supported and recognized by Salesforce.org and serves the community through volunteerism and initiatives designed to help the higher education industry in its use of Salesforce on campus.
Personalized email marketing engagement is central to getting results whether it be fundraising for your nonprofit or raising alumni funds for your university. Learn best practices from some of the top innovators in the social sector.
Educational institutions are being challenged to become more flexible, responsive, efficient, and focused on serving students' needs. Join us to learn how Wayne State University developed a Student Service Center where phone calls, emails, and walk-in visits from prospective and current students are aggregated at a central location, enhancing recruitment and retention by providing service that is responsive and accountable. Delivering superior customer service every day also requires strong business processes and continuous improvement practices to be effective. Wayne State will share how they leverage ERP data while listening to students, provide prompt responses and solve problems to improve the student experience.
Who Should Attend:
Student Services
Student Affairs
Academic Affairs
IT
Speakers:
Ann Elinski, Assistant Director of the Student Service Center, Wayne State University
Ann received a Bachelor's Degree in English and Spanish language, and a Master's Degree in Business Administration, from Eastern Michigan University. Elinski has spent the past thirteen years in Higher Education specializing in student service. Ann currently acts as the Salesforce super user for the Division of Enrollment Management.
Nicole Brandenburg, Associate Director of Campaigns for Salesforce CRM, Wayne State University. Nicole previously worked in the undergraduate admissions office at WSU and transitioned to her current role when the university first brought a CRM solution to the campus in 2010. Nicole works closely with the university's Marketing office, Enrollment Management units and various departments to assist in the development of communication plans and implementation.
Adam Lincoln, Lead Systems Integrator, Wayne State University
Adam Lincoln is a developer for central IT at Wayne State University, working primarily on native salesforce.com development and integration with campus systems. He has been writing software for 10 years, ranging from web applications to terminal utilities. Previously, Adam taught physics and astronomy courses and analyzed experimental data.
Presentation from Salesforce.org Higher Ed Summit 2017 by: Mike Slade, Western Governors University
As your organization matures in Salesforce, you'll find a source of pain the fact that an update to one record can create logic in triggers, workflows, process builder and flows. Not only is it extremely difficult to troubleshoot where a problem could be, but workflows can call triggers which call flows. Pretty soon you've hit your limits and you can't change. This session will talk about how to make the change to a single path of execution and how these methods can work together to provide an easy-to-manage situation for each object.
Helping Gamechangers Change the World - Introducing Salesforce1 for Nonprofits Salesforce.org
Each and every day, millions around the world work tirelessly to pickup where others have left off...
· Feeding and housing the poor
· Delivering care to those in need
· Conserving earth’s most precious resources
· Speaking up for those without a voice.
The Salesforce.com Foundation is honored that gamechangers at more than 22,000 nonprofits choose salesforce.com’s cloud, social and mobile technologies to help them deliver so many different solutions to improve communities around the world.
And that is why we are so excited to unveil Salesforce1 for Nonprofits – the most complete solution set in the nonprofit industry.
Salesforce1 for Nonprofits offers solutions for program management, community engagement, marketing communications and fundraising to empower nonprofits to run their organizations from their phones. It is built from the ground-up for the mobile and social era.
Learn more and register now for next week’s webinar to get a glimpse of the future of the nonprofit social change community.
Gamechangers, your time has come.
Nonprofits are transforming the social sector and philanthropy by connecting their communities in powerful ways. Hear how nonprofits are leveraging Salesforce for Nonprofits to disrupt the status quo and revolutionize how they connect employees, supporters, partners and programs to accelerate the pace of change.
Student Service Model + Salesforce = A World Class Student ExperienceSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Lori Dembowitz & Tara Krch, UMass Lowell
In response to the 50% enrollment growth from 2007 to 2014, UMass Lowell implemented a one-stop service center, The Solution Center, to improve customer service and increase student satisfaction. The Solution Center was designed to improve service delivery from the "Home Offices" of the Registrar, Student Financial Services and Financial Aid through expanded self-service opportunities, improved communications, simplified processes and policies, and increased efficiency and effectiveness of operations. The implementation of the Solution Center led to the university's adoption of Salesforce for managing interactions between students, parents, faculty, and staff. This presentation will focus on UMass Lowell's utilization of Salesforce and its impact on business process efficiency, data-based decision making, staff performance, and the student experience.
Presentation from Salesforce.org Higher Ed Summit 2017 by: Tom Neuburger, Smith College
In this presentation, Smith College will share its process and thinking behind successfully divesting from the Non-Profit Starter Pack so the organization could move forward with Salesforce's Higher Education Digital Architecture, or HEDA.
Mobilizing Recruiting and Admissions webinarSalesforce.org
In a world where we are no longer tethered to our desks, we need better mobile solutions to be effective and efficient when on the go. Join us to learn how MIT Sloan School of Management rolled out a mobile application review solution so that admissions could review applications online and offline. MIT will not only demo the mobile app, but also share how integration with Salesforce helped them streamline the MIT EMBA admissions process, make better decisions faster, and successfully manage over 200 students throughout the 20-month program.
Who Should Attend:
- Recruiting
- Admissions
- Enrollment Management
- Academic Affairs
- IT
Speakers:
Jonathan Lehrich, Program Director and Lecturer, MIT Executive MBA at MIT Sloan School of Management
Angel Navedo, Director, TargetX
Connected Campus — The Future is Your StudentSalesforce.org
Core assumptions of traditional higher ed practice are often misaligned with new realities of opportunity and need. Peter Coffee of salesforce.com shares observations on connection with the future of human collaboration, knowledge acceleration, business globalization and next-gen education to build strong lifelong relationships with your constituents.
The Higher Education Advisory Council is a community-led group of Salesforce users from schools across North America and Europe. The council is supported and recognized by Salesforce.org and serves the community through volunteerism and initiatives designed to help the higher education industry in its use of Salesforce on campus.
Integrating Banner: Transform Your Student DataSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Sarah Hawkins, Administrative Applications, and Caitlin Marshall Senior Consultant.
Critical to the success of implementing an enterprise wide solution for student engagement is good data. This session will focus on Georgetown's journey to provide a single system for student data from applicant to alumni. We will examine how decisions were made in regards to bringing an institutional academic hierarchy to the Salesforce object structure as well as determining which data points would be key to our success. One of the challenges that we faced on this project was 'how do we avoid replicating the current SIS, Banner, while also presenting the data using the advantages of Salesforce?'. Come and find out how we achieved this and how we are leveraging disruptive technology to innovate the way that we do business in Higher Ed.
Watch a recording of this presentation: https://youtu.be/8zEN0oPl-uY
First Year Experience Using Salesforce & Marketing CloudSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Angie Hall, University of Michigan.
At the University of Michigan, we're taking things a step further than tracking admissions. Join this session to learn how we're using Salesforce and Marketing Cloud to empower incoming students in an entirely innovative, potentially life-changing way.
Watch a recording of this presentation: https://youtu.be/7T5-_jXsHe0
Connected Campus Vision in Action: How to Achieve ItSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Jenn Haas, COO and AVP, ITS University of St. Thomas, and Mark Brecheisen, General Manager - Higher Ed Solutions Xede Consulting Group.
The University of St. Thomas is utilizing Salesforce for undergraduate and graduate Recruiting and Admissions. Through a defined planning process, we are working toward broadening the use to be campus wide by working with departments across campus to understand their needs and prioritize them with all other competing campus needs - including Development, Alumni Relations, Marketing & Communications, Events, Analytics, and Student Success. We keep a conscious discipline across all these efforts that if at all possible, solutions should be able to be utilized by other departments and not be too specific; we also want to stay within native capabilities of Salesforce as much as we can. We will discuss the planning process we are using, key roles within our planning efforts, how the system architecture and org strategy comes into play, and the way that our partner Xede has assisted us in reaching our goal of having a comprehensive Roadmap for success.
Watch a recording of this presentation: https://youtu.be/aayTA9e3nLM
Leveraging HEDA from an Executive Education perspectiveSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Randall Haskin of Duke's Fuqua School of Business
In conjunction with ACF Consulting, join Duke's Fuqua School of Business as they present their Salesforce solution that supports the school's Executive Education program marketing and enrollment using HEDA. Fuqua offers several open enrollment programs in addition to tailored programs and is responsible for generating, converting, and enrolling leads into the these programs. Using HEDA allows Fuqua to better manage their constituents from an Account/Contact perspective as well as build the foundation for better Program Enrollment visibility across non-degree and degree programs. Part of their solution was to determine how best to handle scenarios where out of the box Salesforce needed to be adjusted to work with the HEDA architecture: Data.com corporate contact adds, lead conversion, and using opportunities for individual prospecting. Executive Education tends to be corporate in nature which lends itself to more standard Salesforce functionality and adopting HEDA allows the solution to grow and expand regardless of functional area.
Bridging the Gap Between K-12 and Higher EdSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Melissa Kwilsoz of ASU Enterprise Partners
The modern economy requires education beyond high school. Today's K-12 system must ensure students can be successful in entering and persisting in higher ed -- and, in turn, the workforce. Everyone has a stake in this challenge -- from K-12 institutions to the programs supporting these students to the universities themselves. Come hear from a panel of education thought leaders discuss strategies and linkages that do (or should) exist, and how we can all work together to prepare students to succeed in college and career.
One Stop Shop: Enhance the Student Experience with Community CloudSalesforce.org
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Northeastern University boosts campus collaboration and student success with Salesforce
1. Student Success: Creating a System of
Engagement using Salesforce!
Nicholas Zinser, Director of Enrollment Systems!
Northeastern University!
@nzinser!
1
3. Northeastern University – An Overview!
• Founded in 1898, Northeastern is the sixth-largest private university in the
United States
– Received the largest number of undergraduate applications in 2011.
• Our core tenets include
– Experiential Learning
– Interdisciplinary/Translational Research
– Urban Engagement
• Located in the heart of Boston where Back Bay, The Fenway, The South
End, and Roxbury meet
• Scene from last Saturday morning
– Instagram.com/Northeastern
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4. Northeastern & Salesforce!
• Implemented Salesforce in 2006 for Advancement/Alumni
– Within 18 months, student-focused projects were being proposed and
implemented
• Currently, there are nearly 600 CRM Users across all University divisions
• Person Account implementation, 60% of our custom field limit currently
used
• Integrations are a core tenet of our Salesforce success
– Banner ERP
– Exchange
– Blackboard
– SQL Server databases
• Turned the enrollment funnel upside down
– Started with alumni
– Moved to current students
– Now beginning to focus on applicants and inquiries/leads
4
5. Student Success!
• Retention is what we think of when discussing student success in terms of
persistence to graduation!
– We want our retention to look like this:! First-‐Year
Reten-on
120.00%
100.00%
80.00%
60.00%
First-‐Year
Reten8on
40.00%
20.00%
0.00%
2008
2009
2010
2011
– It probably looks more like this:! First-‐Year
Reten-on
96.0%
95.0%
94.0%
First-‐Year
93.0%
Reten8on
92.0%
91.0%
2008
2009
2010
2011
5
6. Salesforce & Student Focused Projects!
• Northeastern lacked the capacity to effectively identify and intervene with
students who showed signs of poor academic performance, attendance, or
other issues in a timely, consistent manner across campus!
– Every percentage point increase in the rate of graduation is worth $1 million to
the University!
– A solution was needed to help identify and intervene with students who
matriculate and then find themselves unable to adjust to the academic rigors of
higher education!
6
7. Salesforce & Student Focused Projects!
• The College of Engineering (COE) developed a system in 2001 to provide
a safety net for freshman engineering students!
– Technical and security issues made scaling this to a university-wide solution
impractical if not impossible!
• A basic pilot application was put in place for Fall 2005 across all colleges
for select freshmen-level courses!
– Faculty were asked to use both the university-wide (feature poor) and
engineering applications (feature rich) for students!
• The university chose to deploy a new, expanded application for the Fall
2007 term to cover all undergraduate students!
– Received a grant from the Davis Educational Foundation!
– Salesforce was chosen as the application platform!
7
8. Salesforce & Student Focused Projects!
• Salesforce provided the platform to meet many of the critical success
factors as defined by a user task force made up of faculty, advisors, and
administrators!
– Web-based, user-friendly tool that is highly customizable!
– Easily integrated to provide visibility to near real-time data updates!
– Ability to track and view student interactions !
– Allow for the ability to increase communication between faculty and advisors!
– Automatic email based on database triggers, customizable by college!
– Easy-to-use, real-time reporting!
8
9. Strategies To Improve Student Success!
• The goal is to have the students persist to graduation!
– Continue the affinity for your institution!
• Campus collaboration becomes key to this success!
– Faculty have a role based upon classroom observation!
– Staff have a role from advising and service perspectives!
– Data stewards can help provide data to support these efforts!
• Salesforce has been the key element for us in this success over the last
4+ years!
9
10. Advisors & Salesforce!
• A series of applications have been deployed in Salesforce to empower
Advisors with a common set of data and functionality!
– Faculty Advisor Communication Tool (FACT)!
– Advisor Notes!
– Appointment Calendar!
• While originally targeted just to academic advisors, some tools are
applicable to other types of advisors!
– Career Services Advisors!
– Co-op Advisors!
– Disability Resource Center Specialists!
• Salesforce provides the foundation for these apps to change the way we
do business!
10
11. Faculty Advisor Communication Tool (FACT)!
• Northeastern launched FACT to a small sample of first-year courses to
evaluate its impact on early intervention from academic advisors!
– UI was a separate app from our existing LMS!
– Creates a case for Advisors to act upon!
– Standard Salesforce CRM functionality (Notes, Attachments, Tasks) are used
to support this endeavour!
• Rebuilt FACT UI in Blackboard in Summer 2012!
– Easier to use for all faculty!
• Meets the faculty where they are – in the LMS!
– Became a textbook use of the Service Cloud!
• FACT case submissions have increased!
– Retention has increased during this time period!
11
12. Advisor Notes!
• Rather than use Cases as the sole method of tracking interactions with
students, the Advisor Notes project created a separate list for creating
entries!
• Allows for some categorization and some free text entry to makes notes
on a student appointment!
12
13. Appointment Calendar!
• Helps link the student to their advisor!
– Web app behind our myNEU student portal!
– Advisor creates blocks of time in Outlook for student appointments!
– Creates a profile in Salesforce and calendar entries sync!
13
14. Creating the System of Engagement!
• These 3 services helped change our use of Salesforce to create what is
known as the “System of Engagement”!
• A different term than a normal ERP description!
– “System of Record”!
• Tracks interactions and alerts!
– Provides a different type of metric!
– Brings structure to unstructured data!
• Fosters two-way communication between parties!
– Faculty to Advisor!
– Advisor to Student!
– Advisor to Advisor!
14
15. Salesforce – The Usable ERP!
• Another key element to student success can be found in Salesforce itself!
• As advisors and other administrators began to use Salesforce, the
integrations built to support specific applications took on greater
importance!
– FACT!
– Travel Registry / Crisis Management Team!
– Parent Office!
– Appointment Calendar!
– Graduate Advising!
• Northeastern went live with Banner Student in Fall 2009!
• Salesforce became the de facto ERP due to the large amount of
integrated data!
– Transactional information still occurring in Banner!
• Speed and access to data drive better student interactions !
15
16. The System of Engagement!
• Salesforce allows us to build this type of system by leveraging differing
case types!
– FACT Case!
– We Care Case!
– DRC Case!
• Data integration can be done once, then assigned appropriately through
Profiles!
– Student data from our ERP!
– Other web form systems (SQL Databases, etc.)!
• Remains minimally transactional at this time!
– Mostly a one-way integration from the source system to Salesforce!
16
17. Social Media Monitoring!
• Engagement can also be tracked across Social Media using tools such as
Salesforce Radian6!
• Provides a new outlet to engage your students!
– Meets the students where they are!
• Remember when we said that about e-mail?!
• If a solution to a problem increases student satisfaction, can it lead to
student success?!
• Engagement can be a fine line to walk!
– Once you start, you must continue!
– No need to comment on every post!
• Don’t feed the trolls!
– Though you may have the tools, avoid being Big Brother!
17
18. Data Stewardship!
• Data Stewardship Council created as part of Northeastern’s ERP
implementation!
– Representatives from all key data systems across the University!
• Facilitated by our Data Administration team!
– Focuses on documenting data uses across systems!
– In-depth discussions on different system uses of data!
– Provides standard terminology for systems to use!
• Shift in traditional “data owner” model!
– Sometimes ownership is dictated by regulation!
– Sometimes it is dictated by institutional history!
• Stewardship puts the onus on the system owner to provide meaningful
contextualized data to others for use!
• Northeastern is 18 months into our new Data Governance model!
– Progress has been made!
– Still have many more areas to explore!
18
19. Traditional Student Outcomes – The Data!
• Student retention has remained on an upward trajectory!
• Since 2008, first-year student retention has improved over 4%!
– Helping students to persist became everyone’s focus!
• In the same time period, the 5-year graduation rate increased as well!
– Given the work we do with Co-op and entrepreneurship, this represents hard
work in driving affinity for Northeastern, not just a degree!
• Remember that many of our students follow a five-year undergraduate
path as part of a normal course of study involving Co-op and global
experiential education!
– Our students traveled to over 70 countries in the last academic year for a co-
op experience, lasting six months!
19
21. Future Plans!
• Continue to expand the use of Salesforce!
– Focus on service delivery points throughout the University!
• Salesforce on every desktop at Northeastern!
• Integrate social media monitoring from Salesforce Radian6 into existing
case-management framework!
– Improve response times!
– Show responses alongside other case/note functionality we’ve built!
• Migrate graduate level inquiries and applications into Salesforce!
– Complete the student lifecycle view!
• Service Cloud Console activation for existing contact center!
– ACD integration!
– Screen pop of caller’s information!
– Record student interactions with Student Accounts, Financial Aid, Parking, etc.!
21
22. Owning The Challenge!
• Fostering a culture of ownership can be a daunting task!
– Forces us to collaborate with the “others” outside of our own department,
division, etc.!
• Students don’t want to run all over campus for a solution!
– Provide the right data!
• To the right people!
– At the right time!
• Create the expectation of ownership at all service delivery points!
22
23. Closing Thoughts!
• Creating a System of Engagement brings a standard voice and set of
procedures to your users!
• Student success can be measured in many ways beyond Year 1 to Year 2
retention!
– How are you making students successful prior to enrollment, during
enrollment, and after graduation?!
• Collaboration across silos helps foster a culture of success!
– There are no data owners, only stewards!
• To our students, we are all “The University”!
– Departments, reporting lines, and responsibilities are constructs we use, not
the students!
– Create a culture of ownership coupled with the data necessary to assist in
order to solve problems quickly!
23
24. Contact Information!
• Nick Zinser!
• Phone - 1-617-373-5830!
• E-mail - n.zinser@neu.edu!
• Twitter - @nzinser!
• Join the conversation in the Higher Ed Chatter Community!!
– If you’re not already a member, consider signing up!
– See http://www.salesforcefoundation.org/hechatter for more information!
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