Org Strategy Decision

Constituent Relationship Management (CRM)

After two half-day Org Strategy sessions that included 30 participants from 17 departments, it was decided that Recruiting populations should live in their own Salesforce Org (SF1). Separating Recruiting means that Admitted, Current, and Future student populations would then live together in a separate student-centric Salesforce Org (SF2). The two...

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...