December 2017

Constituent Relationship Management (CRM)

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 this year’s campaign. This implementation includes the integration...

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...

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...