November 2017 | Constituent Relationship Management (CRM) | Kent State University
Friday, December 8, 2017 - 11:09am
Residence Services went live with Marketing Cloud this fall semester to send important update emails to all students living on campus. These emails were previously sent from decade-old email software which was locally hosted on one staff member’s computer, and only accessible by...
Friday, December 8, 2017 - 11:07am
The Kent Campus Undergraduate Admissions Office has begun generating freshman admission letters out of the Salesforce CRM for the summer/fall 2018 semesters. The process is completed utilizing the Conga Mail Merge functionality. The final result is an attractive letter with many...
Friday, December 8, 2017 - 11:04am
Process Evaluation and Improvement department facilitated an Org Strategy Workshop with the core stakeholders of the Salesforce CRM to evaluate the University’s org structure. Currently the University has two Salesforce orgs: One org is used for non-student populations and Advanc...
Friday, December 8, 2017 - 11:00am
Provides address verification functionality by correcting spelling and formatting errors on the fly, prompting users for missing address details, and appending ZIP + 4® information. The real-time verification tool uses USPS address data and even works with minimal information to...
Friday, December 8, 2017 - 10:56am
Recruiting - Phase II Update PROJECT HIGHLIGHTS Completed sprint 3 Created first set of Admissions Letters out of Salesforce Automated ACT/SAF and other Vendor file loads Loaded the following Vendor files: Naviance Raise Me You Visit Fire Engine Red Created RLC Inactive stage UP...
Friday, December 8, 2017 - 10:37am
The Core Security Team was recently formed and met for the first time in September. This team includes representation from CRM leadership, data stewards, and the IS CRM Security Team. The intent of this group is to work together on solidifying CRM security processes and procedure...

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

In Progress

in Progress

Not Started

November 2017

Recruiting - Phase II

Completed

In Progress

Not Started

December 2017

CRM Architecture and Governance

In Progress

In Progress

N/A

December 2017

TKS

Completed

In Progress

Not Started

February 2018

Marketing Cloud for Advancement

In Progress

In Progress

Not Started

February 2018

Address Verification

In Progress

In Progress

In Progress

April 2018

Admissions

In Progress

In Progress

Not Started

April 2018