Regional Salesforce.com Implementation Sara Graham Talent & Communications Director Lansing Economic Area Partnership | LEAP

Background Received 10 Free Licenses in Fall 2010 – Used by staff and interested local partners Transitioned from Highrise/Basecamp & Microsoft Outlook Contacts Minimal usage until Fall 2011 Staff transition allowed for a re-launch of our system – “If it is not in Salesforce, it did not happen.”

Regional Implementation MEDC announces Salesforce as their chosen system Contracted with Force by Design to implement connectivity with MEDC Decision to include Capital Area Michigan Works! and Lansing Community College Business & Community Institute + ALL local partners Hosted 3 trainings for new users

System Specifics Salesforce to Salesforce sharing with MEDC Local Partners on the same system as LEAP staff but placed in groups by community CAMW/LCC BCI on the same system as LEAP staff but placed in a CAMW and LCC group Retention Visits recorded by our BDP & shared to avoid duplication

MEDCLEAP SystemLEAPLEAP StaffCAMW Business Services Team LCCBCIDeWitt Twp. City of East Lansing City of Charlotte System Specifics

43 Users – LEAP - 10 Users – CAMW - 10 Users – LCC BCI - 8 Users – Local Partners - 15 Users Townships, Cities, Counties, Capital Region International Airport Active Users – LCC has not finished customization – Learning a new system System Specifics

Economic Development System – Accounts, Contacts, Opportunities, Activities Incubator Management – Accounts, Contacts, Opportunities, Activities & Leads Web form imports to a lead Custom information in Accounts System Specifics

Accounts, Contacts, & Activities are public Opportunities (& associated Activities) are private Users need to be proactive about assigning Activity and s to an Opportunity to keep it private Confidential by group – Only CAMW staff can see CAMW System Security

Funding for ongoing customization Report building Usage by local partners MEDC sharing – Notification when something is shared – Not sharing BDP Activities Weaknesses

CAMW Job Orders CAMW! customized several fields within Salesforce.com. Among them was the Job Order feature. As a system, the Business Services Team tracks all of the high-wage in demand positions from initial contact of employer to position fill date. Relevant position information is tracked as well as team efforts in helping fill positions and position outcomes. Below is a “New Job Order” screenshot.

Job Order – Activity Notes After a New Job Order is created in Salesforce.com activity related to the position is tracked. Relevant information is updated as status changes. Reports can be pulled to monitor status and performance outcomes and can benchmark future goals.

Reporting Capabilities Reports can be run on any data entered in the system. Reports can be customized. Below is a snapshot of Jobs filled by CAMW! BST. Salesforce.com allows data to be translated in charts, pie graphs and visual diagrams for presentation and review

Reporting Activity Snapshot of Salesforce.com job order open list. Many of the Salesforce.com reports are used to inform area job seekers and CAMW! partners of current employment opportunities in the region.