The Advancement team kicked off their CRM Journey into Marketing Cloud on Monday August 7, 2017 by participating in an all day discovery session with Information Services and our partners at Salesforce. This project will evaluate data needs, org setup/configuration, segmentation requirements, and communication methods for campaigns initiated by our Advancement team. Giving Tuesday is the target event for go-live, which features communication campaigns that begin in October.
The Salesforce engagement will last six to eight weeks and includes configuration, automated tracking extracts, email templates, triggered communication sends, connector configuration, and data integration with the Salesforce CRM.
Please help us wish the team "Good Luck" in this very important project!