November 2017

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)

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...

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)

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...