CRM Newsletter

Constituent Relationship Management (CRM)

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 recommend correct addresses in real time. The address cleansing...

Constituent Relationship Management (CRM)

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 UPCOMING PROJECT ACTIVITIES Add student types for all campuses Improve...

Constituent Relationship Management (CRM)

Find a readable version of the "FLASHperks Infographic" here.

Constituent Relationship Management (CRM)

Core Security Team 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 procedures. The team is regrouping following the Org Strategy Workshop and will...

Constituent Relationship Management (CRM)

Core Security Team The new Events Calendar provides an improved user experience for event attendees, and it has made promoting university events much more efficient. This solution will enable events to be created in one place but promoted through multiple venues, such as, the FlashLine Portal, www.kent.edu/calendar, and department web pages. For those that like to...

Constituent Relationship Management (CRM)

Core Security Team The new Events Calendar is customizable and users are able to filter events by category, department, audience and FLASHperks events. They are also able to search for events right from the calendar page. In the past, upwards of 1,000 events were all located in multiple places and calendars. Besides being integrated into the one university calendar,...

Constituent Relationship Management (CRM)

Core Security Team In September, the process to load general person updates from Banner to the Salesforce CRM went live. A daily process has now been implemented to refresh the data. This new synchronization process identifies key values and fields in Banner that have been updated, and sends the updated information to the Salesforce CRM platform. This process ensures...

Constituent Relationship Management (CRM)

Core Security Team The FLASHperks Office went live with Marketing Cloud to communicate with Students about FLASHperks activities. The Marketing Cloud FLASHperks implementation included: the synchronization of data between Marketing Cloud and Salesforce development of reports to identify the student population for send events creation of a one-time data extension for...

Constituent Relationship Management (CRM)

Core Security Team Recruiting - Phase II Update PROJECT HIGHLIGHTS Completed Agile Calendar Identified stories Completed cross campus training (Campaigns, Reports) Completed sprint 1 Loaded Legacy Data to production Updated Event Registration form UPCOMING PROJECT ACTIVITIES Load test score files Load vendor files (Raise Me, Naviance, YouVisit) Receive and load Fire...

Constituent Relationship Management (CRM)

Core Security Team Advancement Core Team: Brittany Armann, Associate Director, Advancement Services Laura Brown, Executive Director, Advancement Services Leigh Greenfelder, Assistant Vice President, Advancement Communications Wiley Runnestrand, Associate Director, Digital Engagement   Technical Core Team: Jackie Cruz, Associate CRM Analyst Kim Homsher, Business...