August 2017 | Constituent Relationship Management (CRM) | Kent State University
Tuesday, December 5, 2017 - 10:21am
Spotlight is on... One Question...  
Tuesday, December 5, 2017 - 10:16am
As you learn about and use Salesforce, you may hear the term “Salesforce Org” and hear questions about how many we use. An Org (Organization) is simply the system where you log in to perform your work. Universities and businesses can decide to use just one Org or they can use mul...
Tuesday, December 5, 2017 - 10:11am
The 2017 TargetX Summit took place June 25th – 27th in Chicago, IL. The conference offered three days of educational content from CRM users from a variety of institutions, TargetX staff, and industry thought leaders. Attending the Summit was a great opportunity to help further de...
Tuesday, December 5, 2017 - 10:01am
Do you like personalized, real-time help online when you have a question instead of lengthy wait times on the phone or standing in line? If so, then you’ll love Live Agent. Live Agent is a chat tool within the Service Cloud that allows customers to communicate with an institution...
Tuesday, December 5, 2017 - 9:28am
SecureAuth delivers centralized authentication, authorization, and single sign-on platform for the entire University ecosystem. The primary motivations for the implementation are to employ new advanced security features, enhance the self-service process, and to align the login ex...
Tuesday, December 5, 2017 - 9:22am
Every year thousands of incoming students attend orientation at their designated campus. Each campus hosts its own specialized program, but one thing they all have in common is a need for a system that allows them to register, communicate, and track orientation attendance. Enter...
Tuesday, December 5, 2017 - 9:19am
The Division of Institutional Advancement (IA) has found a way to connect a new divisional priority to its Salesforce CRM implementation through the addition of the Classy platform.
Tuesday, December 5, 2017 - 9:14am
The Process Evaluation and Improvement (PE&I) department includes a team of Business Systems Analysts in Information Services that specialize in LEAN facilitation. This team works with departments to help them better understand and document current processes, identify areas o...
Tuesday, December 5, 2017 - 8:59am
Recruiting Update PROJECT HIGHLIGHTS Completed mappings and QA testing for the Banner Application data load Completed build-out, tested, and deployed to production the user permission sets to be applied to the recruiting user profile Loaded recruitment data into production enviro...
Wednesday, November 29, 2017 - 10:57am
Data is the foundation of any system, and as we progressed in the implementation of the CRM projects, it was important to get the data right! The Data Management team began with a thorough understanding of the Banner demographic, student, and academic data.

 

At a Glance

HIGH-LEVEL MILESTONES AND PROGRESS

Key Milestones

Discovery 

Development 

Training

/Testing

Go-Live

Graduate Admissions
Completed 
Completed
Completed
August 2016
CRM Architecture and Data Strategy
Completed
Completed
Completed
April 2017
UCM Marketing Cloud
Completed
Completed
Completed
May 2017
WKSU Marketing Cloud
Completed
Completed
Completed
May 2017
One Stop Discovery
Completed
N/A
N/A
May 2017
University Calendar - Phase I
Completed
Completed
Completed
June 2017
Flashperks - Phase I
Completed
Completed
Completed
June 2017
Data Migration - General Person
Completed
Completed
Completed
July 2017
Duplicate Management
Completed
Completed
Completed
July 2017
Enterprise Marketing Cloud
Completed
Completed
Completed
July 2017
Recruiting - Phase I
Completed
Completed
In Progress
Final Go-Live Activities
In Progress
University Calendar - Rollout
Completed
In Progress
In Progress
August 2017
Flashperks - Phase II
Completed
In Progress
In Progress
August 2017
Data Sync - General Person
In Progress
In Progress
Not Started
August 2017
Marketing Cloud for Flashperks
In Progress
In Progress
Not Started
September 2017
CRM Architecture and Governance
In Progress
In Progress
In Progress
December 2017
Admissions
In Progress
In Progress
Not Started
April 2018