1. Constituent relationship management (CRM)
Steering Committee Meeting
May 2016

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

3. 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
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

4. 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 ( Campaigns)
Social Studio (Social Networking Communications)
Balance Digital Marketing

5. 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

6. 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

7. CRM Next Steps Continue Enrollment Rx Configuration
Import Processes
Prospect Management
Event Management
Reporting
Integrations
Begin Marketing Cloud Implementation
Finalize Communication Plans
Template Development
Social Media Listener Configuration

8. 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

9. Questions?

10. Appendix

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