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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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