Presentation from Salesforce.org Higher Ed Summit 2017 by: Jason Belland, Salesforce.org
To help schools and academic advisors influence a student?s success, we introduced Salesforce Advisor Link, a new solution that will deliver insights to both advisors and students ? promoting smart engagement at every point of interaction. Join Jason Belland, Director, Higher Ed Industry Solutions and pilot schools Algonquin College, Butler University, and San Francisco State to learn how Salesforce Advisor Link will give the entire university community a unified way to contribute to student success. Learn about the latest developments with Advisor Link, how the pilot schools preparing for change and using new approaches to connect different departments together to drive better results.
Westmont College Realizes Gift Processing Efficiencies with Advancement ConnectSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Reed Sheard, Westmont College
In higher education, we strive to acknowledge donors in an expedient manner. Join us to see how Westmont College used Advancement Connect to reduce the time from gift processing through stewardship from weeks to under 36 hours, and see their before and after workflows. Reed Sheard, CIO and Vice President for College Advancement at Westmont College, will also share how the Westmont team leveraged Salesforce and Advancement Connect in the Westmont mobile app that they built in under two hours, empowering staff with the right tools at the right place and time. Reed will be joined by Wendy Davis, roundCorner's Product Marketing Manager.
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.
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.
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.
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
Westmont College Realizes Gift Processing Efficiencies with Advancement ConnectSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Reed Sheard, Westmont College
In higher education, we strive to acknowledge donors in an expedient manner. Join us to see how Westmont College used Advancement Connect to reduce the time from gift processing through stewardship from weeks to under 36 hours, and see their before and after workflows. Reed Sheard, CIO and Vice President for College Advancement at Westmont College, will also share how the Westmont team leveraged Salesforce and Advancement Connect in the Westmont mobile app that they built in under two hours, empowering staff with the right tools at the right place and time. Reed will be joined by Wendy Davis, roundCorner's Product Marketing Manager.
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.
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.
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.
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
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.
Small Schools Doing Big Things with salesforce for RecruitingSalesforce.org
If you’re from a small resource-constrained institution, you may be wondering if Salesforce CRM is a viable option. Come learn how two smaller institutions, Ohio Dominican University and The Seattle School of Theology & Psychology, have successfully transformed their universities to more effectively recruit and enroll more students. Hear how they are using Salesforce CRM to make data driven decisions, execute timely and consistent communications, and provide personalization to inquiries, applicants, accepts, and enrolled students on a thin budget. Learn more about their implementation and results – what worked, what didn’t work, and best practices for sustainable growth.
Getting to Grad: A Focus on Student SuccessSalesforce.org
Salesforce for Higher Education: Live Webinar
Getting to Grad: A Focus on Student Success
You spend a lot of time and money to onboard a student. And when that student, who is your brand ambassador, either leaves, transfers or doesn’t graduate, everyone pays the price. Learn how two schools are using Salesforce to help students achieve their academic goals. Western Governors University, an online competency-based university, has integrated Salesforce with their systems of record to leverage the collective data to predict student success. They will also share and demo how they are fostering a Student Community to engage students, faculty and staff. George Mason University School of Management, one of the most diverse public universities, will share and demo how they are using Salesforce for running their advising program so that they can connect students to the right resources more quickly and consistently.
Join us to learn how Western Governors University and George Mason University are using Salesforce to ensure student success.
Who Should Attend:
Student Affairs
Academic Affairs
Student Services
Institutional Research Officers
FEATURING:
- Jim Gilbert, Assistant Dean for Undergraduate Programs
- Chase Schults, Salesforce Administration Manager
- Sandra Sanvido, Director of Higher Education Product Marketing— Moderator
The University of Wisconsin SES - a New Kind of SIS!Salesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by:
Andrea Deau, University of Wisconsin Extension
In 2016, the University of Wisconsin System's Flexible Option added a new business degree to its online competency-based portfolio. An innovative learning structure brought new challenges to operations and systems already stretched by UW Flex's unique needs. Pushed to capacity and with a tight one-year timeline, the build of a centralized student engagement system (SES) was taken on. When UW Flexible Option was launched, it was known that existing technology and systems infrastructure were not designed to support centralized operational services or accommodate a competency-based modality. Given the lack of existing solutions in the marketplace, and the tight timeline, the path to a successful future rested with internal development of an integrated student engagement system designed to provide users with an optimal service experience. Presenters will share how they leveraged Salesforce to build a new kind of student information system (SIS) managing the student lifecycle, admission through graduation.
Building a One Stop Shop for Exceptional Constituent ServiceSalesforce.org
Do your students, faculty and staff suffer from the walk-around where they don’t know where and how to get answers to their questions? In this session, UC Berkeley and UC San Diego discuss how they created a “one-stop shop” for their constituents to ask questions, get help, and find all of the answers they need. UC Berkeley will discuss how they created a center of excellence where students can get the help they need and find answers to questions both online and in a single physical office. UC San Diego will address their implementation approach and strategy of its customer service web portal to campus faculty and staff to present campus employees with a single, centralized portal to ask questions, report issues, and request services that resulted in an increase in self-service, work performance improvements, and strategic and prioritized campus relationship management.
Understanding our Learners through Data Analytics Leveraging SalesforceSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Yoshie Tomozumi, Columbia Business School
Join Columbia University as they share the return on their learning laboratory initiative, leveraging data across platforms from Pardot to Salesforce. The purpose of the project is to support growing their business by better understanding its market, clients, and learners. The goals of the initiative are to 1. Improve operational efficiency, 2. Improve offerings, 3. Facilitate students learning more effectively. The learning loop model will be presented, explaining the critical stages from study design to data analytics - including identification, retrieval, cleaning, organization, and analysis. Learn how Columbia has overcome challenges faced in the process and the benefits of having the data analytics initiative.
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
Creating a One-Stop Help Desk and Transforming Your Call CenterSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: April Tuomi of Northern Arizona University
Northern Arizona University, partnering with Sierra-Cedar, implemented Salesforce as the institution's campus-wide system of engagement and prioritized the Student Solution Center (Call Center) and Student Service Center (Walk-in One Stop Shop) as the initial projects. The goals for these centers were to capture student interactions in a consistent and reportable manner, replace electronic and manual resource materials, and integrate key data into the solution for quick access. The team gained immediate efficiencies by implementing Case Management, via Service Cloud, including Knowledge articles, Email to Case, and Live Agent. Several departments are now able to collect, monitor, collaborate, and report on all student interactions that result from student phone calls, in person meetings, and email inquiries. In this session, we will walk you through the solution and provide insight into the process of implementing it.
Surprisingly, many Higher Education Institutions still do not use CRM software because they lack adequate knowledge about such systems. Read our blog to learn the benefits of CRM for Higher Education Institutions
10 Examples of Community Engagement in Higher EdSalesforce.org
The deployment of Communities gives you a chance to pro-actively shape and direct the student experience. Check out 10 examples of community engagement from by Rebecca Joffrey and Shane Sugino of Bluewolf.
The Impact Outweighs the Effort: Effective and Impactful CRM and Online Appli...Hobsons
The impact outweighs the effort – effective and impactful CRM and online application implementation
College Marketing Network Annual Conference
12 November 2016
Daniel Falls, Head of HE Consulting Services
Presentation from Salesforce.org Higher Ed Summit 2018 by: Quinten Eyman, Santa Fe College.
For years so-called 'second choice' colleges have had difficulty standing out in the crowd. These institutions offer back-up options for students who either aren't accepted at or can't afford their top choice: the big-time university nearby or across town. But now, Santa Fe College, recently recognized as the top community college in the country, has become as much of a destination now as a second choice. Armed with digital tools provided by the Salesforce revolution, the college is leveraging dynamic resources to improve its ability to create awareness, interest and connection with prospective students. By linking career pathways with Pardot's Engagement Studio, Community Cloud and Social Studio, CRM users have tripled across campus... while applications and enrollment go up.
Watch a recording of this presentation: https://youtu.be/CcotNpc2xBE
Measuring the Impact of Your Salesforce DeploymentSalesforce.org
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.
Redefining the Student Experience Webinar with Cornell UniversitySalesforce.org
An important part of a University’s student success strategy is the ability to create simple, intuitive online experiences. Cornell will share how they have used Communities to on-board new students and make it easier to navigate the resources of the university. Their engagement platforms—which are social on the front end and “big data” on the back end—are a critical addition to any CRM strategy and the building blocks for outstanding customer service.
Who Should Attend:
Marketing, Strategic Enrollment, Student Services, Student Affairs, Recruitment, and Alumni Relations leaders
Speakers:
Rebecca Joffrey, Director of Interactive Services, Cornell University
Sandra Sanvido, Senior Director of Product Marketing of Higher Education, Salesforce.com Foundation - Moderator
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
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.
Small Schools Doing Big Things with salesforce for RecruitingSalesforce.org
If you’re from a small resource-constrained institution, you may be wondering if Salesforce CRM is a viable option. Come learn how two smaller institutions, Ohio Dominican University and The Seattle School of Theology & Psychology, have successfully transformed their universities to more effectively recruit and enroll more students. Hear how they are using Salesforce CRM to make data driven decisions, execute timely and consistent communications, and provide personalization to inquiries, applicants, accepts, and enrolled students on a thin budget. Learn more about their implementation and results – what worked, what didn’t work, and best practices for sustainable growth.
Getting to Grad: A Focus on Student SuccessSalesforce.org
Salesforce for Higher Education: Live Webinar
Getting to Grad: A Focus on Student Success
You spend a lot of time and money to onboard a student. And when that student, who is your brand ambassador, either leaves, transfers or doesn’t graduate, everyone pays the price. Learn how two schools are using Salesforce to help students achieve their academic goals. Western Governors University, an online competency-based university, has integrated Salesforce with their systems of record to leverage the collective data to predict student success. They will also share and demo how they are fostering a Student Community to engage students, faculty and staff. George Mason University School of Management, one of the most diverse public universities, will share and demo how they are using Salesforce for running their advising program so that they can connect students to the right resources more quickly and consistently.
Join us to learn how Western Governors University and George Mason University are using Salesforce to ensure student success.
Who Should Attend:
Student Affairs
Academic Affairs
Student Services
Institutional Research Officers
FEATURING:
- Jim Gilbert, Assistant Dean for Undergraduate Programs
- Chase Schults, Salesforce Administration Manager
- Sandra Sanvido, Director of Higher Education Product Marketing— Moderator
The University of Wisconsin SES - a New Kind of SIS!Salesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by:
Andrea Deau, University of Wisconsin Extension
In 2016, the University of Wisconsin System's Flexible Option added a new business degree to its online competency-based portfolio. An innovative learning structure brought new challenges to operations and systems already stretched by UW Flex's unique needs. Pushed to capacity and with a tight one-year timeline, the build of a centralized student engagement system (SES) was taken on. When UW Flexible Option was launched, it was known that existing technology and systems infrastructure were not designed to support centralized operational services or accommodate a competency-based modality. Given the lack of existing solutions in the marketplace, and the tight timeline, the path to a successful future rested with internal development of an integrated student engagement system designed to provide users with an optimal service experience. Presenters will share how they leveraged Salesforce to build a new kind of student information system (SIS) managing the student lifecycle, admission through graduation.
Building a One Stop Shop for Exceptional Constituent ServiceSalesforce.org
Do your students, faculty and staff suffer from the walk-around where they don’t know where and how to get answers to their questions? In this session, UC Berkeley and UC San Diego discuss how they created a “one-stop shop” for their constituents to ask questions, get help, and find all of the answers they need. UC Berkeley will discuss how they created a center of excellence where students can get the help they need and find answers to questions both online and in a single physical office. UC San Diego will address their implementation approach and strategy of its customer service web portal to campus faculty and staff to present campus employees with a single, centralized portal to ask questions, report issues, and request services that resulted in an increase in self-service, work performance improvements, and strategic and prioritized campus relationship management.
Understanding our Learners through Data Analytics Leveraging SalesforceSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Yoshie Tomozumi, Columbia Business School
Join Columbia University as they share the return on their learning laboratory initiative, leveraging data across platforms from Pardot to Salesforce. The purpose of the project is to support growing their business by better understanding its market, clients, and learners. The goals of the initiative are to 1. Improve operational efficiency, 2. Improve offerings, 3. Facilitate students learning more effectively. The learning loop model will be presented, explaining the critical stages from study design to data analytics - including identification, retrieval, cleaning, organization, and analysis. Learn how Columbia has overcome challenges faced in the process and the benefits of having the data analytics initiative.
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
Creating a One-Stop Help Desk and Transforming Your Call CenterSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: April Tuomi of Northern Arizona University
Northern Arizona University, partnering with Sierra-Cedar, implemented Salesforce as the institution's campus-wide system of engagement and prioritized the Student Solution Center (Call Center) and Student Service Center (Walk-in One Stop Shop) as the initial projects. The goals for these centers were to capture student interactions in a consistent and reportable manner, replace electronic and manual resource materials, and integrate key data into the solution for quick access. The team gained immediate efficiencies by implementing Case Management, via Service Cloud, including Knowledge articles, Email to Case, and Live Agent. Several departments are now able to collect, monitor, collaborate, and report on all student interactions that result from student phone calls, in person meetings, and email inquiries. In this session, we will walk you through the solution and provide insight into the process of implementing it.
Surprisingly, many Higher Education Institutions still do not use CRM software because they lack adequate knowledge about such systems. Read our blog to learn the benefits of CRM for Higher Education Institutions
10 Examples of Community Engagement in Higher EdSalesforce.org
The deployment of Communities gives you a chance to pro-actively shape and direct the student experience. Check out 10 examples of community engagement from by Rebecca Joffrey and Shane Sugino of Bluewolf.
The Impact Outweighs the Effort: Effective and Impactful CRM and Online Appli...Hobsons
The impact outweighs the effort – effective and impactful CRM and online application implementation
College Marketing Network Annual Conference
12 November 2016
Daniel Falls, Head of HE Consulting Services
Presentation from Salesforce.org Higher Ed Summit 2018 by: Quinten Eyman, Santa Fe College.
For years so-called 'second choice' colleges have had difficulty standing out in the crowd. These institutions offer back-up options for students who either aren't accepted at or can't afford their top choice: the big-time university nearby or across town. But now, Santa Fe College, recently recognized as the top community college in the country, has become as much of a destination now as a second choice. Armed with digital tools provided by the Salesforce revolution, the college is leveraging dynamic resources to improve its ability to create awareness, interest and connection with prospective students. By linking career pathways with Pardot's Engagement Studio, Community Cloud and Social Studio, CRM users have tripled across campus... while applications and enrollment go up.
Watch a recording of this presentation: https://youtu.be/CcotNpc2xBE
Measuring the Impact of Your Salesforce DeploymentSalesforce.org
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.
Redefining the Student Experience Webinar with Cornell UniversitySalesforce.org
An important part of a University’s student success strategy is the ability to create simple, intuitive online experiences. Cornell will share how they have used Communities to on-board new students and make it easier to navigate the resources of the university. Their engagement platforms—which are social on the front end and “big data” on the back end—are a critical addition to any CRM strategy and the building blocks for outstanding customer service.
Who Should Attend:
Marketing, Strategic Enrollment, Student Services, Student Affairs, Recruitment, and Alumni Relations leaders
Speakers:
Rebecca Joffrey, Director of Interactive Services, Cornell University
Sandra Sanvido, Senior Director of Product Marketing of Higher Education, Salesforce.com Foundation - Moderator
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
Extending the Connected Campus to Students Through Real World ExperienceSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Sandra Richtermeyer, UMass Lowell, and Lori Dembowitz, UMass Lowell.
This session will present an example of how one campus (University of Massachusetts Lowell) developed a collaborative campus ecosystem by creating curricular and co-curricular experiences to engage a stakeholder community. Through a connected campus model, undergraduate students, graduate students, faculty, university technology leaders, alumni, the business community and employers participate in a comprehensive initiative that significantly enhances student learning and career preparation. Examples presented in this session will include use of Trailhead to facilitate guided learning paths and help students achieve educational and professional development goals based on their stage of degree program completion. In addition, the implementation of a Salesforce Ambassador and Trailblazer model will illustrate how students learn from each other, their instructors and technology leaders in the Connected Campus and prepare themselves for internships, co-ops and full-time placement after graduation. Ideas for creating a comprehensive interactive event with participation from employers, technology executives, and alumni will be discussed. Examples of developing interdisciplinary faculty teams to further integrate the Trailhead program into the business curriculum will be described. Illustrations for measuring program deliverables and assessing performance with this model will also be discussed.
Watch a recording of this presentation: https://youtu.be/OQX6CeL0HDk
Social Engagement Powering the Connected Nonprofit & Connected CampusSalesforce.org
Keeping in touch with supporters, managing a crisis, and measuring your impact are among the topics that will be discussed during this breakout session. Learn how to maintain easy-to-locate and consistently updated social channels for your constituents and how being engaged on the social web gives you another outlet to share information during emergency situations. Tracking, managing, executing, and reporting on social campaigns from one location will also be discussed showing you how to course-correct in-flight marketing campaigns and test multiple variations of content, channel, timing, and frequency to see what works.
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.
Implementing a Comprehensive Data Collection Strategy to Support Student SuccessSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2018 by: Katie Connor, Career Development, Bailey Aukes, Career Communications & Analytics Specialist, and Kelly Hamilton, Career Operations Coordinator.
Over the past 3 years, the Career Development Office at the Leeds School of Business has built a comprehensive 4-year data collection strategy leveraging the integration of Qualtrics and Salesforce. This approach has allowed us to better understand student career interests and challenges in order to customize career programming, student communication, and employer outreach. From an initial focus on senior progress and outcomes, we expanded data collection efforts through the implementation of the Leeds Personal Business Plan starting in the freshman year. This Plan is integrated into classroom assignments and updated by all students throughout their college career. As a result of these efforts, we now have over 50,000 data points, ranging from first-years through seniors, regarding company/industry interests and career development needs. Our strategy has improved both student and employer engagement, increased student response rates, and consistently led to an over 95% knowledge rate of senior outcomes. Attendees at this session will learn how the powerful combination of Qualtrics integration with Salesforce can be used to develop a comprehensive picture of student interests and needs. Participants will learn how they can leverage this information to develop targeted communication and intervention strategies to support student success.
Watch a recording of this presentation: https://youtu.be/-EjtYfTrBHY
Connected Campus: Integrating with Systems of Record webinarSalesforce.org
Like many universities, DeVry University used to have loads of data locked up in various back-office systems. Join us to learn how DeVry integrated multiple back office systems with Salesforce to create a 360 degree student view that they leverage for more intelligent student lifecycle management and a collaborative work environment. DeVry will also discuss and demonstrate how they built dozens of custom apps on the Salesforce1 Platform including admissions management, attendance tracking, test case management, online application, performance tracking, DeVry System status, project management, a Student Community and more.
Who Should Attend:
- Recruiting
- Admissions
- Enrollment Management
- Academic Affairs
- Student Affairs
- Support Services
- IT
Speakers:
John Cunningham, Director of Enterprise Architecture and Salesforce Solutions, DeVry Education Group
Erinn Gordon, Business Systems Analyst, DeVry Education Group
Connected Campus: Building Custom Apps on the PlatformSalesforce.org
Join us to hear how one of the most innovative higher ed institutions, College for America (CfA) at Southern New Hampshire University chose to build their business on the Salesforce1 Platform. CfA was honored as one of 2012 Fast Company’s “World’s Most Innovative Companies” for revolutionizing higher education. Brian Peddle, CfA’s CTO, will discuss and demo how the platform gives them the speed and agility to introduce new processes across the entire student lifecycle and build innovative custom apps - including a learning management system, student information system, and early warning system - to meet their needs.
Speakers:
Brian Peddle, CTO
College for America at Southern New Hampshire University
David MacWhinnie, Principle Product Manager
College for America at Southern New Hampshire University
Doug Naylor, Sr. Salesforce Analyst
College for America at Southern New Hampshire University
City Year Transforms their Fundraising with SalesforceSalesforce.org
Fundraising is the lifeblood of most nonprofits. Break down the silos and empower your entire organization to make a case for giving with a complete picture of your donors, volunteers, members and other constituents in one place. With social, mobile and collaboration at its core, Salesforce is helping nonprofits like City Year cultivate and grow life-long supporter relationships.
Join us to learn how City Year uses Salesforce to get a holistic view of their donors and to paint a complete picture of the impact of their work.
Who Should Attend:
Fundraising, volunteer, member, operations, program and case management professionals
Anyone interested in connecting with their community and accelerating their mission
Presenters:
Welles Hatch, CIO, City Year
Jessica Hood, Solutions Engineer, Salesforce.com Foundation
Lori Freeman, Product Marketing Director, Salesforce.com Foundation - Moderator
Student Community and Tracking Using Soft Profiles and Salesforce CommunitiesSalesforce.org
Presentation from Salesforce.org Higher Ed Summit 2017 by: Steve Goff, Northwest Lineman College
How do you engage a student from first connect through to the student's future career? Join this session to learn how Northwest Lineman College is using Communities and Soft Profiles to assist students from the very first contact and online application through the rest of their career as an alumni, where it can keep track of their jobs and addresses, gathering data required by the ACCSC. They will now be easily able to put together reports that can be called up in an instant to satisfy ACCSC auditors. Gathering the students, prospective students, and alumni into a community portal will allow them to communicate with each other and college staff before they attend, while they are in attendance, and after they graduate. Northwest Lineman College will also provide a job portal for prospective employers to post into and a job search tool that is specific to industry.
Presentation from Salesforce.org Higher Ed Summit 2018 by: Tyler Gayheart, University of Kentucky, Jordan Adler, University of Kentucky, Lisa Runion, University of Kentucky, and Jim Gilbert, Huron.
Learn how University of Kentucky transformed Admissions & Recruiting and successfully supported campus wide change with a multi-faceted approach.
Watch a recording of this presentation: https://youtu.be/heU81d2ORYY
Deliver More Impact with Data Informed Decisions webinar Salesforce.org
What impact are you having? Which programs are working? Is your organization using your resources effectively? Measuring results is a key aspect of delivering better programs and services. However, many organizations are still using spreadsheets and disconnected databases to collect this data, and therefore, have trouble quantifying their impact. Join us to hear how two organizations, The Cara Program and Springboard Collaborative, are leveraging Salesforce to track their program data and understand their results. The Cara Program, a Chicago human services agency, uses Salesforce for case management for their workforce development programs. Springboard Collaborative uses Salesforce to track their students results for their program that seeks to narrow the literacy achievement gap in low income communities. You'll hear about how each organization decided on Salesforce, learn about the successes and challenges they've had through implementation, and see a demo of their Salesforce solutions.
Speakers:
Lori Freeman, Director Product Marketing, Salesforce Foundation
Chrissy Houlahan, COO, Springboard Collaborative
Steve Heye, Manager of Technology, The Cara Program
Tucker MacLean, Vice President of Sales and Marketing, Exponent Partners
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.
Skoll Foundation's Next Generation Grantmaking with SalesforceSalesforce.org
Grant management processes can be complex, and foundations are often challenged by the task of fulfilling their organization’s mission while managing their grant lifecycle efficiently. Hear from the Skoll Foundation, one of the leading foundations supporting social entrepreneurship, on how they manage their philanthropic giving from pipeline and due diligence to approval and budgeting with Salesforce.
This webinar will also include a demo of foundationConnect, a grants management solution built on Salesforce.
Speakers:
Cristina Yoon, Grants Manager, Skoll Foundation
Swati Tyagi, Director, Product Management, roundCorner
Naomi Morenzoni, Director, Philanthropy Outreach & Engagement, Salesforce Foundation
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.
Intro to the Higher Ed Advisory Council 2018-19Salesforce.org
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Super Session- A Day in the Life of a Nonprofit FundraiserSalesforce.org
Learn how you can raise more resources and create more meaningful relationship with your donors. Nonprofit Cloud fundraising experts highlight how this solution can help with your day to day role and showcase exciting innovations available now and in the future in the Nonprofit Cloud.
Learn how to simplify fundraising with Nonprofit Cloud. buildOn and TFA highlight how Nonprofit Cloud has made the lives of their fundraising teams easier. Learn about the power of engagement plans and how the Salesforce platform makes it easier than ever to manage donations and gift processes.
Making Moves Magic- A Moves Management 101 for Nonprofit Cloud Salesforce.org
Learn how Interlochen Center for the Arts and NRDC have found success with moves management on Salesforce using Engagement Plans, Levels and more. Hear top tips around getting started and lessons learned and come away with a plan for making life easier for your fundraisers while driving results.
Living Large: Enterprise Organizations on Nonprofit CloudSalesforce.org
Greenpeace UK and URJ share why Salesforce was the best choice to meet the challenging demands of their large organizations. Highlights include various fundraising use cases as well as add-ons and features within Nonprofit Cloud that help them to be successful.
Getting Started with an Intelligent Platform for FundraisingSalesforce.org
DF 18' Session- Find out how to make use of new technology coming to market, including AI, Predictive Analytics and more. Learn how SCS Noonan Scholars and National Aquarium are using Einstein to track and manage their fundraising, and learn about new product innovations in Salesforce.
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Read| The latest issue of The Challenger is here! We are thrilled to announce that our school paper has qualified for the NATIONAL SCHOOLS PRESS CONFERENCE (NSPC) 2024. Thank you for your unwavering support and trust. Dive into the stories that made us stand out!
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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.
4. Solution First Vision
Accelerate customer success by providing student-
centered, scalable solutions
that enable an open, mobile, social, and smart
Connected Campus vision.
5. Community-Driven Development
Our unique approach to innovation
Industry Innovations
Platform
Innovations
SALESFORCE
Developers
SALESFORCE.ORG
Developers HEDA
LIGHTNING PARTNER
Apps & Solutions
OPEN-SOURCE
Contributors
HIGHER ED
Advisory Council
USER-BUILT
Custom Solutions
App Innovations
& Best Practices
6. The Connected Campus
Faculty & Staff
Parents
Prospects
Donors
Students
Alumni
Companies
#1 CRM & Apps
#1 CRM for
Higher Ed
#1 Cloud Platform
Sales Service Marketing AnalyticsCommunity Apps Commerce Quip
External Systems:
SIS, LMS, HR, Housing, GL, HCM, Financial Aid, Degree Audit, Meal Plans, Payroll
HEDA
Recruiting
& Admissions
Student
Success
Advancement
Hub & Events
Trailhead
Partner Ecosystem
COMMUNITY
Best Practices
7. Development Guiding Principles
Build - We will create flexible, extensible technology that address core HED use
cases across the student experience, establishing a framework for customer
and partner innovation.
Partner - Our products will become the baseline for HED, creating new
opportunities for partners to build upon this foundation with their own IP.
This will have a transformative effect on the partner ecosystem, as the space
transitions from tactical table stakes to strategic innovation and thought
leadership.
9. Gartner: Student Success is #1 Trend Impacting Higher Ed
Key Findings
1. There is increased institutional focus on student engagement and retention, and greater interest
in the overall student experience
2. There is growing attention to short- and long-term student outcomes — such as retention and
course and degree completion
3. There is growing interest in data about student behavior and other indicators of engagement
resulting in growth in the use of noncognitive data sources.
IMPACT: High transfer rates, time to degree completion, dropout rates and government interest in
student outcomes are forcing higher education leaders to improve student retention
Student success and engagement are a priority for institution presidents
10. Factors Affecting College Persistence
Institutional
Factors
Academic
Quality
Student
Perception of
Learning
Environment
Student Factors
(Internal)
Commitment to
Completion
Commitment to
Institution
GPA
Psychosocial
Readiness for
Engagement
Student Factors
(External)
1st Generation
College Student
Low Parental
Income
Academic
Background
Financial
Resources
Yonghong Jade Xu, “Localizing College Retention Efforts: The Distance between Theoretical Orientation and Institution-Specific Needs” (c)2016
11. Personalization: Right Message, Right Time, Right Channel
“Community college students received texts reminding
them to complete their re-enrollment forms, particularly
financial aid applications.
Among freshmen who received the texts, 68 percent went
on to complete their sophomore year, compared with 54
percent of those who got no nudges.”
NYT: The Power of a Simple Nudge
12. Proactive Intervention
“Georgia State is one of a growing number of colleges
and universities using what is known as predictive
analytics to spot students in danger of dropping out.
Advisers are linked so that their notes and meetings with
students are available for colleagues, just as doctors in
hospital systems share notes on patients.”
NYT: Proactive Advising
13. Focus on What Matters
Scale Your Advising Impact
Build Trusted Relationships with
Every Student
Introducing
Salesforce Advisor Link delivers insights to
both advisors and students — promoting
smart engagement at every point of
interaction.
Salesforce Advisor Link
In Development
I
14. Accelerate Customer Success: Deliver an Advising Solution
Let Advisors Advise
Advisors need solutions that are designed for the art of advising. Unlock the potential of your organization with an
easy to use, elegant experience focused on student engagement, putting the right data at the fingertips of every advisor so
they can improve student retention and graduation rates. Empower students to take an active role in their own success.
Bring the Community Together
Success requires an ecosystem of expertise and collaboration. Encourage everyone to contribute to student success
by meeting students, faculty, and staff where they are -- on their mobile devices. Social, Mobile and Open technology
connects systems and people across the campus to create a single system of engagement. No Silos.
Harness the Power of Salesforce.com Innovation
Enterprise CRM is at the heart of a world class student experience. Move beyond point solutions to a truly Connected
Campus, offering a 360 degree view of every student. Accelerate innovation with Cloud Computing and
Salesforce’s continuously evolving technology. Extend with the Appexchange.
Built with best practices from our customers to improve retention and graduation rates
15. Designed for the art of advising
Core Features
salesforce.org/advisorlink
• Early Alerts
• Appointment Scheduling
• Student 360 View
• Advising Notes
• Action Plans
I
In Development
22. Designed for the art of advising
Core Features
salesforce.org/advisorlink
• Early Alerts
• Appointment Scheduling
• Student 360 View
• Advising Notes
• Action Plans
I
In Development