December 2017 | Constituent Relationship Management (CRM) | Kent State University
Friday, December 8, 2017 - 1:44pm
The Classy implementation was successful with the official launch of the Giving Tuesday campaign on Wednesday, November 1, 2017. As you may recall, the Classy platform provides the unique ability to allow participants to crowdfund, increasing the number of people who part take in...
Friday, December 8, 2017 - 1:34pm
Dreamforce 2017 has come and gone! If you couldn't be there but you want to know what was discussed, the best videos, pictures, announcements, sessions and more from Dreamforce ’17 are available for viewing....
Friday, December 8, 2017 - 1:28pm
Recruiting - Phase II Update PROJECT HIGHLIGHTS Added student types Added fields to Internal Events form Loaded Campus Visit files Loaded NACAC files Loaded NRCUAA files Loaded legacy files for Ashtabula and Trumbull UPCOMING PROJECT ACTIVITIES Configure telemarketing application...
Friday, December 8, 2017 - 1:17pm
Please find the readable version of the "Governance Delivers Benefits and Value" here. A Center of Excellence (CoE) facilitates a group approach to achieving efficient governance and delivering key adv...
Friday, December 8, 2017 - 1:03pm
The org split is in full swing! As a result of the Org Strategy decision, a team of project managers, business analysts, CRM analysts, and developers in Information Services is diligently working to move functionality not associated with Recruiting into the new org. Each impacted...
Friday, December 8, 2017 - 11:24am
HEDA is a community-driven data architecture and set of best practices designed to configure Salesforce out of the box for Higher Ed. This architecture includes new objects for Address, Affiliation, Course, Course Connection, Course Offering, Program Enrollment, Relationship, and...
Friday, December 8, 2017 - 11:21am
How does this certification help you in the projects you’re working on?

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

Completed

August 2017

Data Sync - General Person

Completed

Completed

Completed

August 2017

University Calendar - Rollout

Completed

Completed

Completed

August 2017

Flashperks - Phase II

Completed

Completed

Completed

August 2017

Marketing Cloud for Flashperks

Completed

Completed

Completed

September 2017

Marketing Cloud for Residence Services

Completed

Completed

Completed

October 2017

Classy

Completed

Completed

Completed

November 2017

Recruiting - Phase II

Completed

In Progress

In Progress

December 2017

CRM Architecture and Governance

In Progress

In Progress

N/A

December 2017

CRM Org Strategy Setup/Config

Completed

In Progress

In Progress

January 2018

TKS

Completed

In Progress

Not Started

February 2018

Marketing Cloud for Advancement

In Progress

In Progress

Not Started

February 2018

Salesforce HEDA Discovery

In Progress

In Progress

Not Started

March 2018

CRM Security Reporting

In Progress

Not Started

Not Started

March 2018

Address Verification

In Progress

In Progress

In Progress

April 2018

Admissions

In Progress

In Progress

Not Started

April 2018