CONSTITUENT RELATIONSHIP MANAGEMENT CRM Steering Committee Meeting May

CONSTITUENT RELATIONSHIP MANAGEMENT (CRM) Steering Committee Meeting May 2016 www. it. ufl. edu

Agenda � CRM Vision & Roadmap � CRM Technologies � CRM Implementation Project Status � CRM Implementation Timeline � CRM Next Steps � Questions www. it. ufl. edu

CRM Vision & Roadmap � Vision ◦ Develop a system that provides a 360 degree view of UF constituents – “from prospect to endowment. ” � Roadmap ◦ 2016 – Recruiting & prospect management for undergraduates ◦ ◦ ◦ �Communications Tracking �Email Messaging to replace Target X �Reporting 2017 – Recruiting & prospect management for Graduates/Professionals/UFOnline 2017 – Integration with new Student Information System 2017 – Integration with new Coalition Application for Undergraduates/Transfers 2017 – Integration with College. NET Applyweb for Graduates/UFOnline/Postbac 2018 – Student engagement and retention 2019 & beyond – life long learning www. it. ufl. edu

CRM Technologies � Salesforce Sales Cloud CRM Platform ◦ Enrollment Rx Higher Education Solution �Constituent Bio-demo data �Event Management �Reporting �Workflow � Salesforce Marketing Cloud Communications Platform ◦ Exact Target (Email Campaigns) ◦ Social Studio (Social Networking Communications) ◦ Balance Digital Marketing www. it. ufl. edu

CRM Implementation Project Status � Completed ◦ ◦ ◦ Marketing Cloud instance provisioned – 3/16/2016 Sales Cloud CRM instance provisioned – 3/22/2016 Enrollment Rx installed – 4/15/2016 Sandbox Created – 4/22/2016 Project kickoff completed on 4/28/2016 � In ◦ ◦ ◦ Tasks Progress Business Process Review Sample Data Conversion Request for Information Forms Platform Security & Governance Communication Plans www. it. ufl. edu

CRM Implementation Timeline Sandbox Configuration UF Business Process Review Enrrollment Rx Customization Marketing Cloud & Social Studio Customization Apr 18 - Apr 29 Apr 25 - May 13 May 9 - Aug 5 May 16 - Jul 15 Salesforce Roles hierarchy and Governance Testing/Traini ng 201 6 Apr May 24 - Jul 29 Aug 8 - Sep 2 May Today Jun Jul Aug 201 6 Sep 5 Go Live www. it. ufl. edu

CRM Next Steps � Continue ◦ ◦ ◦ Enrollment Rx Configuration Import Processes Prospect Management Event Management Reporting Integrations � Begin Marketing Cloud Implementation ◦ Finalize Communication Plans ◦ Email Template Development ◦ Social Media Listener Configuration www. it. ufl. edu

CRM Next Steps � Begin work toward 2017 scope ◦ Graduate Departments can begin documentation �Getting Started Guides �Business Process Mapping �Documentation of Request for Information Forms �Communication Plans �Gather lists and sample data of all leads/import lists �Additional Requirements ◦ Begin discussions on admissions without E-Referral www. it. ufl. edu

Questions? www. it. ufl. edu

Appendix www. it. ufl. edu

Getting Started Documentation � Getting Started Guide � RFI Form Inventory � User Profiles and Assignments Template www. it. ufl. edu