It summit salesforce
- 1. Salesforce at Harvard University 1 Presenters HUIT Anjali Worah Graduate School of Education Rob Oatman Salesforce Overview Salesforce at Harvard The HUIT Salesforce Team Salesforce at GSE
- 3. Salesforce Platform 3 Used to create custom, personalized functionality to support your department, especially where you have: • Reliance on spreadsheets • Collaboration via email • Documents shared on local file directories • Time-intensive, manual steps
- 4. Salesforce Products and Platform 4
- 5. 5 HMS SPH Athletics HBS ExEd HBS Initiatives HBX SPH FXB HBR HBSP CatalystAlumni Affairs HUP GSE Campus Svcs HKS CPL B-BIC PBHA HUIT ALI HEPG FAS Career Svs Fairbank Ctr DCE Ctr Dev Child Disability Svcs Cloudy on Campus!
- 6. License costs, per user per year Project implementation costs, one time Care and feeding, ongoing Salesforce Costs 6
- 7. HUIT Salesforce Team Empower teams to transform the way they work, so that they can achieve amazing results 7
- 8. HUIT Salesforce Team 8 Application Development Trusted Advisor Vendor Management Salesforce MSA – Terms of Engagement ELA Decision Deferred BAA – in progress Licensing Forecasts Partners Account oversight Referrals and reviews IT Services & Templates Data as a Service Single Sign On HUIT Development Consolidate HUIT Instance University Data Services Account Management Building Community ABCD Special Interest Group Advising and Consulting Getting started Reviewing proposals Define business objects Getting Unstuck Provide templates and repeatable processes Training IT Academy Custom Training
- 9. Constituency Relationship Management (CRM) Consolidation Project “Designing and Deploying A Unified Community Platform for Constituency Relationship Management”
- 10. Constituency Relationship Management (CRM) Consolidation Project “Designing and Deploying A Unified Community Platform for Constituency Relationship Management” Engagem ent
- 11. Why is this a good time to consolidate? 2 Things! Data Consolidation - Multiple instances of Salesforce or any CRM is more expensive than a single instance. - We can leverage expertise across business units CRM 2.0 - There is more to offer than just basic CRM services - CRM products have matured considerably over the past 10 years
- 12. CRM 2.0 – A Transformative Investment
- 13. Newly Admitted Student - Rebecca Rebecca is a newly admitted student for the incoming fall semester. She’s currently living on the west coast and has limited opportunities for an onsite visit to HGSE prior to the start of the term. Rebecca is added to an online group that is exclusive to incoming students and monitored/facilitated by the office of student affairs and select students who help answer questions and develop a sense of community prior to her arrival on campus.
- 14. Recent Graduate - Mark Mark graduates this coming spring and is looking forward to his new career as an educational policy maker. He has a rich set of friends and respected colleagues from HGSE and through his research work with Chicago Public Schools. He’s concerned that he’ll lose touch with his network after graduation. Mark creates his own group and establishes a rich set of community members. After settling into his new role, he recruits new colleagues to join his discussion area and collaborate on important topics.
- 15. K-12 New Principal - Abha • Abha is a new principal at a high school in a remote town. She has few peers and would like the opportunity to reflect on her work and get support from a like-minded community. • Abha is granted access to a group of “new principals” where she shares her concerns and challenges. She receives feedback from her peers and leverages HGSE resources to improve her skills.
- 16. Building Communities With Purpose https://projects.invisionapp.com/share/B57C4E8AU#/screens