CRM Newsletter

Constituent Relationship Management (CRM)

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. Follow this link to access the Dreamforce '17 Resources.    

Constituent Relationship Management (CRM)

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 for outbound calling Set up/configure reporting structure by campus...

Constituent Relationship Management (CRM)

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 advantages including: Clear and common understanding of the state of projects and the value they offer Risk assessment and mitigation Aligning...

Constituent Relationship Management (CRM)

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 area will be included in the validation of these moves as they occur....

Constituent Relationship Management (CRM)

Find a readable version of the "Marketing Cloud Sends Infographic" here.

Constituent Relationship Management (CRM)

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 Term. There are also additional fields included in existing objects...

How does this certification help you in the projects you’re working on? Technically, the underlying functionality and architecture of Salesforce’s database is very different than a traditional database. So, in order to be able to provide appropriate recommendations for Kent State’s CRM project implementations, I felt I really needed to...

Constituent Relationship Management (CRM)

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 that staff member. This older software really limited the options...

Constituent Relationship Management (CRM)

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 points of personalization and a keepsake admissions certificate....

Constituent Relationship Management (CRM)

Org Strategy Decision Meeting 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 Advancement currently has a crowdfunding project in development in this...