Lisa Magnarella Executive Director, Enrollment Services Marist College

1. #TargetXSummit
Managing it All
Lisa Magnarella
Executive Director, Enrollment Services
Marist College
Poughkeepsie, NY

2. #TargetXSummit
Workflow
The movement of work
from one department or employee or constituent
to another

3. #TargetXSummit
Workflow—End Users
● Executives
● Recruiters
● Admission Counselors
● Event Planners
● Marketers
● Processors
● Systems
● Prospective Students
● Parents
● School Counselors
● Alumni

4. #TargetXSummit
Workflow—Past Procedures

5. #TargetXSummit
Workflow—Past Problems
● Unclear
● Incorrect
● Incomplete
● Unprioritized
● Siloed
● Out of Left Field

6. #TargetXSummit
Salesforce and TargetX
● Large Ecosystem
● Complex
● Customized to Higher Ed
● Designed for Recruitment and
Retention
● Flexible
● Scalable
● A True CRM
● Does NOT have to be complicated

7. WORK SMARTER not HARDER

8. Cases

9. #TargetXSummit
Cases
● Standard Salesforce object
● Standard set up functionality
● Standard end-user functionality
● Not a separate app
● No additional costs
● No additional licenses
● No special access requirements

10. A Case is an employee request,
question, or issue.
Case Team Queues
prioritize and assign records to teams that
share workloads.
A Case Team is a group of
people that work together to solve
cases. For example, a case team can
include counselors, marketers or
report writers.
Case Types bucket your
cases according to subject category.

11. Case Types, Teams and Queues
● Communications
● Event
● Records
● Reports
● Technical/Issues
● Counselor

12. Benefits
Visible
Access
Track
Reports
Accountability
Organization

13. Success!

15. #TargetXSummit
Thank You
Lisa Magnarella
lisa.magnarella@marist.edu