Constituent relationship management (CRM) Steering Committee Meeting May 2016

Agenda CRM Vision & Roadmap CRM Technologies CRM Implementation Project Status CRM Implementation Timeline CRM Next Steps Questions

CRM Vision & Roadmap Vision Roadmap 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 CollegeNET Applyweb for Graduates/UFOnline/Postbac 2018 – Student engagement and retention 2019 & beyond – life long learning

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

CRM Implementation Project Status Completed Tasks 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 Progress Business Process Review Sample Data Conversion Request for Information Forms Platform Security & Governance Communication Plans

CRM Implementation Timeline Sandbox Configuration Apr 18 - Apr 29 UF Business Process Review Apr 25 - May 13 12 days Enrrollment Rx Customization May 9 - Aug 5 19 days Marketing Cloud & Social Studio Customization May 16 - Jul 15 89 days Salesforce Roles hierarchy and Governance 61 days May 24 - Jul 29 67 days Testing/Training Aug 8 - Sep 2 26 days 2016 Apr May Jun Jul Aug Sep 2016 Today Sep 5 Go Live

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

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

Questions?

Appendix

Getting Started Documentation Getting Started Guide RFI Form Inventory User Profiles and Assignments Template