Monday, February 13, 2017

Takeaways | February 7, 2017 CRM Governance Committee Meeting

The CRM Governance Committee is pleased to share these takeaways from its February 7, 2017 meeting. Please direct questions to the appropriate area CRM Governance representative or the CRM Admin Team.

  • Marketing Cloud - Implementation still in progress but minor delay may be experienced resulting from the upgrade to Raiser’s Edge NXT.
  • Raiser’s Edge Upgrade - Advancement has signed the contract with Blackbaud to upgrade to the NXT version. Raiser’s Edge NXT provides greater business functionality and integrates easier with Salesforce. Tracy Rolston is leading this implementation with an estimated go-live on April 15, 2017.
  • New Event Management System - IMC continues to meet with key stakeholders to determine business requirements for a new event management system that will replace EventBrite. Click here for the Event Action Plan.
  • Cirrus Insight - The governance committee has approved a Cirrus Insight trial to integrate Pepperdine’s Google Mail with Salesforce. The CRM Admin Team will conduct a mandatory orientation to prepare users to adopt the tool. Interested users are required to attend the orientation in order to participate in the Cirrus Insight trial.
  • Salesforce Higher Education Data Architecture (HEDA) - The CRM Admin Team (through Sean Fife’s leadership) is evaluating merits of architecting the current Pepperdine Salesforce CRM platform to better suit HEDA, which provides greater flexibility, efficiency and ability to use native Salesforce functionality. Fit-gap sessions are underway. This is a multi-year initiative the governance committee will review and consider for the future strategy of Enterprise CRM at Pepperdine.
  • Salesforce Higher Ed Summit 2017 - Pepperdine CRM users are encouraged to attend the upcoming Higher Ed Summit in April 27-29, 2017 in Austin, TX.