Friday, March 10, 2017

Takeaways | March 7, 2017 CRM Governance Committee Meeting

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

CRM Team: In addition to its continual support to each school’s recruitment areas in their use of Salesforce, the CRM Team has / is:

  • Initiated discussions with Graziadio to incorporate Executive Education in Salesforce. 
  • Conducting a CRM Satisfaction Survey to Salesforce users to measure their current use, knowledge of resources and the team’s support. 
  • Spearheaded the Trailhead Challenge, a friendly competition among users, is in its last month - at the end of the month, winners will be announced. 
  • Coordinated the Cirrus Insight pilot, a Salesforce / Gmail integration app. Cirrus Insight is currently being testing as a potential tool for recruiters to use in conjunction with Salesforce to track one-on-one email exchanges with leads, prospects, and applicants. 

Marketing Cloud
: Implementation still in progress. At this time, IMC does not have an updated timeline.

Raiser’s Edge NXT: Led by Advancement, the upgrade to NXT is progressing well and is currently in testing phase. Expected go-live by April 2017. For more info about NXT, please reach out to Tracy Rolston.

Event Management System Project: IMC is currently leading demos with key stakeholders and gathering system requirements through a survey to event users at the university. For additional information on the Event Action Plan.

Salesforce Higher Education Data Architecture (HEDA): The CRM Governance Committee approved the first phase to allow the CRM Team to continue and finalize fit-gap sessions and analysis for this initiative. The CRM Team is to present findings to the CRM Governance Committee by the end of Summer 2017 for final approval to move forward with HEDA implementation.

Salesforce Higher Ed Summit 2017: Pepperdine CRM users are encouraged to attend the 5th Annual Higher Ed Summit co-hosted by the University of Texas System in April 27-29, 2017. This is a great opportunity to learn and collaborate with other higher ed institution on their use of Salesforce.

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