CONSTITUENT RELATIONSHIP MANAGEMENT (CRM)
Steering Committee Meeting
May 2016
www.it.ufl.edu
Agenda
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CRM Vision & Roadmap
CRM Technologies
CRM Implementation Project Status
CRM Implementation Timeline
CRM Next Steps
Questions
www.it.ufl.edu
CRM Vision & Roadmap
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Vision
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Roadmap
◦ Develop a system that provides a 360 degree view of UF constituents – “from
prospect to endowment.”
◦ 2016 – Recruiting & prospect management for undergraduates
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 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
www.it.ufl.edu
CRM Technologies
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Salesforce Sales Cloud CRM Platform
◦ Enrollment Rx Higher Education Solution
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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
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Completed Tasks
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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
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Business Process Review
Sample Data Conversion
Request for Information Forms
Platform Security & Governance
Communication Plans
www.it.ufl.edu
CRM Implementation Timeline
Sandbox Configuration
Apr 18 - Apr 29
UF Business Process Review
Apr 25 - May 13
Enrrollment Rx Customization
May 9 - Aug 5
Marketing Cloud & Social Studio
Customization
May 16 - Jul 15
Salesforce Roles hierarchy and
Governance
May 24 - Jul 29
Testing/Training
2016
Apr
Aug 8 - Sep 2
May
Today
Jun
Jul
Aug
2016
Sep
Sep 5
Go Live
www.it.ufl.edu
CRM Next Steps
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Continue Enrollment Rx Configuration
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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
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Begin work toward 2017 scope
◦ Graduate Departments can begin documentation
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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
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Getting Started Guide
RFI Form Inventory
User Profiles and Assignments Template
www.it.ufl.edu