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UNICON 2016
Building Relationships and Revenue with Technology
Edgar CabreraStudent Experience & Recruitment ManagerSalesforce Implemented in 2016
Peter MethotManaging DirectorSalesforce User 3+ Years
Ann HerringSr. Director, Executive EducationSalesforce Implemented in 2012
Workshop Agenda
Time Topic
15 Minutes Salesforce Overview and Implementationat three UNICON Schools
20 Minutes Small WorkgroupsDiscuss Issues, Best Practices, Open Questions
15 Minutes Workgroup ReportsThemes and Opportunities
10 Minutes Wrap Up and User Group Next Steps
Customer Relationship Management CRM
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Your Text Goes here. Download thisawesome diagram. Bring yourp r e s e n t a t i o n t o l i f e .
Prospect• Advanced• Forecasting
Quality• Product Catalog• Service Catalog
Quote• Integrated Quotes/Proposals• Document Management• Document Publishing
Suspect• Mass Email• Website Hosting• Search Engine Optimization
Lead• Lead Dashboard• Intranet Sales &• Marketing Tools
Meet• Group Calendaring• Resource Availability
Order• Integrated Order Mgmt.• Bookings Dashboard• Incentive Management
Service Delivery• Customer Portal
• Project Tracking• Time & Expense
Repurchase
• Upsell/ Cross-sell
Salesforce & Bolt-Ons#1 CRM System
Cloud BasedSalesforce.org
Event RegistrationOnline Payments
Participant CommunicationMobile Event Apps
Multi-Channel MarketingA/B Testing
Participant Journey
B2B Marketing Campaigns
Salesforce Applications
Department Purpose
Case Publishing Rolodex of newsletter recipients
CommunityEngagement
Inventory and Track Activities
Office of the Dean Manage Global Advisory Board Communication
Corporate Partnerships
Track partners, speakers, engagements
Strategic Initiatives Track stakeholders,mailings, run analytics on emails
Advancement Track and Manage Top Prospects
Career Management Center
Track activity and pipeline of recruiters
Executive Ed Open Marketing, brochure requests, registrations
Executive Ed Custom Track Sales pipeline, forecasts and contracts
Executive MBA Leadership Council and Alumni Communicaiton
Experiential Learning Project Pipeline
CONTACT MANAGEMENT PROCESS MANAGEMENT
Executive Education
SitecoreKellogg Website
Marketing CloudEmail Campaigns
SalesforceBrochure Requests
Historical DataCustom
Pipeline/Forecasts
CventRegistrations
Participant Emails
Canvas Program Information
Lead• Identify program of interest• Gather as much personal information as possible
Add to Campaign
• Add lead to the proper marketing campaign• Grade the lead (cold, warm, hot)
Enroll • Update their status
Convert to Contact
Move to Alumni
Campaign
Personal Lifelong Learning Paths
Professional Development Coach
Graduatenon-research
Programs(Leads, Participants
and Alumni)
EdExPrograms(Leads, Participants
and Alumni)
Lifelong Learning Solutions
• Networking• Job/Positions Benchmark• Academic and Business Trips• Content curators
• Personal and Professional Coaching• Professional Career Planing• Competences and Skills evaluations
and development tools
Reports andAnalytics
Salesforce User Group
Join Us!
Periodic Virtual Meetings to Discuss…ApplicationsBest Practices ImplementationResources
Name, Email and School
http://www.salesforce.org/highered/
For More InformationSalesforce 1 For Higher Ed
SALESFORCE DEMOShttps://www.salesforce.com/form/conf/overview-demo.jsp?leadcreated=true&chapter=&videoId=&__element=pre&DriverCampaignId=70130000000sUVq&player=&redirect=true&FormCampaignId=70130000000DhYU&playlistId=&d=70130000000lzbm&mcloudHandlingInstructions=&landing_page=%2Fform%2Fdemo%2Foverview-demo.jsp&nurture=
Salesforce Executive Education User Group
I’M INTERESTED IN JOINING THE GROUP
Your Name Title School Email Phone
Salesforce Solutions
WorkshopAt least one Salesforce User at a Table
Discussion Topic Suggestions
Best PracticesOutside/Additional Resources
Bolt-On ApplicationsLooking for an Answer Interest in User Group