October 2017

Constituent Relationship Management (CRM)

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)

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)

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)

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)

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...

Constituent Relationship Management (CRM)

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...

Constituent Relationship Management (CRM)

Lightning Readiness Beginning with the Summer ‘17 release, TargetX products will be Salesforce Lightning-ready in addition to being compatible with Salesforce Classic. Related TargetX product documentation has been updated where necessary to reflect any changes or differences in how the products are navigated or viewed between the two Salesforce...

Constituent Relationship Management (CRM)

For CRM team members that experience any system or access issues, an automated process has be put in place to submit the request to the CRM support team: 1. Send an email to platformadmin@kent.edu. 2. In the email body, document your issue clearly. Include pertinent information such as steps taken, error messages received (if any), invalid data,...

Constituent Relationship Management (CRM)

The IS Security team continues to research and address security functionality and processes. Dedicated efforts are in process for Automating Security Requests and Approvals and for CRM Security Reporting as requirements have begun to take shape. Upcoming activities for the IS security team include researching Delegated Admin access which could...

Constituent Relationship Management (CRM)

Hometown: Streetsboro, Ohio   What are your job duties: As an Associate CRM Analyst some responsibilities include: Working with functional and technical teams to understand requirements and configure Salesforce and related applications to meet business process needs and functionality Staying informed of upcoming system releases and assisting with...