Friday, December 16, 2016

2017 Salesforce Higher Ed Summit

The next Salesforce.org Higher Ed Summit will take place on April 27-29, 2017 in Austin, Texas. Click the following link for registration and more information.

http://www.salesforce.org/highered/he-summit-17/

Thursday, April 14, 2016

Pepperdine Power Users Present at Salesforce Higher Ed Summit


On March 30 and 31, 2016, Pepperdine representatives Larissa Robinson (Information Technology), Cindy Morgan (Seaver College), Marissa Davis (School of Public Policy), Osvaldo Gomez (Graduate School of Education and Psychology), Tess Marme (Straus Institute for Dispute Resolution, School of Law) and Stacey Weaver (Graziadio School of Business and Management) presented at the annual Salesforce Higher Ed Summit in New Orlean, LA.

Co-hosted between Salesforce and Tulane University, the 4th annual Summit registered over 1,000 higher ed attendees. The two sessions, titled "5 Schools 1 Org: Pepperdine University's Student Recruitment Journey," were well attended by enrollment, admissions and recruitment specialists from various universities and colleges, interested in learning about Pepperdine's CRM approach. Special thanks to the presenters for a job well done!

L-R: Cindy Morgan, Larissa Robinson, Marissa Davis,
Stacey Weaver, Tess Marme and Osvaldo Gomez
(Photo Credit: Sean Fife)

Wednesday, March 2, 2016

Pepperdine Takes Center Stage

Dear Pepperdine CRM Community,

I am very pleased to share that our proposal to present at the upcoming 2016 Salesforce Higher Ed Summit was accepted. As "One Institution," we will be presenting our collective setup and experience using Salesforce CRM as a system of engagement.

The title of our presentation is "5 Schools 1 Org: Pepperdine University's Student Recruitment Journey" - http://bit.ly/PepperdineSummitPresentation

This is a panel presentation with the following individuals representing our University:

  • Marissa Davis, Director of Student Services, School of Public Policy
  • Osvaldo Gomez, Senior Business Analyst, GSEP
  • Tess Marme, Professional Programs & Admin Coordinator, Straus Institute for Dispute Resolution, School of Law
  • Cindy Morgan, Associate Director, Admissions, Seaver College
  • Stacey Weaver, GSBM Operations Mgr-Recruitment, Fully Employed Programs
  • Larissa Robinson, Lead Business Analyst, CRM

On a personal note, this is what I had envisioned back when we started the Engaging Waves initiative, that one day we will take the center stage and share our story. I therefore consider this a CRM Vision come true and a BIG WIN for Pepperdine.

Best,

Jonathan See
Chief Information Officer
Pepperdine University

Wednesday, February 24, 2016

Next "Ask-An-Admin" Session

The next "Ask-An-Admin" chat session is scheduled for Tuesday, December 20 at 10 am. Ask-An-Admin virtual sessions take place on the third Tuesday of each month. CRM users are encouraged to introduce topics and ask how-to questions, and the CRM Admin Team will be happy to answer them and even show brief demonstrations. Click here for the next "Ask-An-Admin" chat session.

Monday, February 22, 2016

Donor Solution Evaluation Tabled; CRM Timeline Revised


During Fall 2015, Pepperdine engaged ACF Solutions (a Salesforce business partner) to review and document Pepperdine’s current business practices in Advancement and to assess such practices against the Salesforce Advancement Connect. Salesforce Advancement Connect is the donor management solution that Advancement and IT/CRM have been considering for the CRM platform.

ACF concluded its work and presented their findings to Advancement and IT/CRM personnel on November 30, 2015. University Leadership and the CRM Governance Committee were then informed of the findings thereafter.

From the series of meetings ACF conducted with various Advancement functional groups and school alumni relations officers, ACF gathered the following themes:

Top Issues for Pepperdine Advancement
  1. 360 degree view of constituent 
  2. Improve fundraiser productivity 
  3. Increase alumni engagement 
  4. Improve overall system usability and access to data 
  5. Manage complex gift processing
ACF then took these themes and functional requirements, and compared them against Advancement Connect’s capabilities. Following table takes each functional area, determines how well Advancement Connect meets the business need, and how much implementation effort will be required.


FUNCTIONAL AREA
FIT TO BUSINESS NEED*
IMPLEMENTATION**
Bio Demo
2
3
Membership
3
3
Prospect Management
4
2
Fundraisers
5
2
Gift Management
2
5
Alumni Relations
4
3
Pepperdine Fund
5
2
Prospect Research
5
2
* 0 = None 5 = Excellent 
** 0 = No Risk 5 = High Risk


Based on ACF’s assessment above, Advancement Connect - in its current first version - can meet many of Pepperdine's business needs except in the areas of Bio Demo, Gift Management and Membership. ACF has determined that until Advancement Connect matures as a donor management solution, it will not meet our current business practices in these three areas without significant and costly customizations.

From this assessment, Pepperdine has decided to continue using Raiser’s Edge as a donor management solution and a system of record for alumni records but adopt Salesforce (starting with Marketing Cloud and Eventbrite unified apps) for alumni engagement activities. Furthermore, chief information officer Jonathan See recommended that the evaluation of Advancement Connect be tabled until early 2017 when the solution’s maturity level would be re-assessed at that time.

In its January 2016 meeting, the CRM Governance Committee reviewed the CRM project's priority list and on February 18, the committee approved the latest revision to the implementation timeline.


CRM Implementation Timeline





Thursday, January 14, 2016

Are We Doing Enough to Ensure Clean Data?

The following link redirects you to a recent CRM magazine article on data quality. This article emphasizes the need to capture (#1) and maintain (#2) clean data. For many of us, #2 may be a monumental task, but are we doing enough to ensure clean data is captured from the beginning? The more we do #1, our efforts on #2 will then be reduced. Wouldn't that be a good thing? Enjoy the read.

Rethinking Data Quality

Friday, January 8, 2016

Next "Ask-An-Admin" Session

The next "Ask-An-Admin" chat session is scheduled for Tuesday, January 19 at 10 am. Ask-An-Admin virtual sessions take place on the third Tuesday of each month. CRM users are encouraged to introduce topics and ask how-to questions, and the CRM Admin Team will be happy to answer them and even show brief demonstrations. Click here for the next "Ask-An-Admin" chat session.