April 2016

We want to thank you for your participation in our recent discovery meetings with Sierra Cedar, our Salesforce implementation partner. The information gathered will help us define a system that will help you achieve your business goals for recruitment, current student interaction and building alumni relationships. These sessions proved that Ross is a hard working community that is willing to collaborate and help each other achieve their goals in higher education. Our initial goals with the Ross CRM implementation team are to identify possible improvements to current business processes while creating a rich, shared and actionable set of institutional data for everyone at Ross.

The Ross CRM implementation team will be meeting with Sierra Cedar over the next 4-5 weeks to formulate a school-wide strategy and a roadmap for implementing salesforce across all units at Ross. We will continue to communicate our progress and may reach out to specific units over the next several weeks to gather additional information related to communications, data tracking and data analysis.

Thank you again for your help during these discovery meetings which will help to inform our Ross CRM strategy and roadmap.  Please know that the implementation team intends to continue working closely with you and your team to map out in more detail your processes and needs.  Feel free to reach out to us with any additional information that you feel would help in the formulation of that strategy or roadmap. We will schedule a formal kick-off meeting once our roadmap is finalized and ready to share with the community.

Similar Posts

  • May 2017

    Admissions The Admissions Pilot Org migration is happening next week. This means there will be a freeze on the pilot org for Ross users starting May 23rd. The FTMBA, PTMBA, MAcc, and BBA admissions teams should not add any contacts or make edits to records or this data will not be migrated. The project team will send…

  • August 2016

    Salesforce Administrator Training Ross hosted the Salesforce Administrator Training in July for those who were interested in learning more about the setup, security and structure of Salesforce. The training was opened up to units and schools across campus, and the response was so great that we had to schedule 2 sessions of 18 attendees. We…

  • June 2018

    Executive Education Executive Education is live in Ross Insight as of June 4. We migrated their Act! data into Ross Insight and integrated their course registration tool, Flatbridge. We are currently completing post-data migration cleanup as well as final adjustments to the Flatbridge integration. Next on the Roadmap We are resuming discovery and requirements collection…

  • Project Proposal Process

    Year Two Roadmap We were successful in meeting our Year One goal of establishing the base level services for Ross Insight, moving Marketing & Communications off their previous email tool and onto the Marketing Cloud within Ross Insight, and bringing the four largest Admissions groups (FTMBA, PTMBA, MAcc, and Undergraduate) over from the Salesforce Pilot…

  • July 2019

    The Ross IT team is excited to announce it will continue to host Salesforce office hours.  During office hours, various members of the Ross IT team will be available to assist with Salesforce-related questions and help troubleshoot issues.  The next session of office hours will take place from 9:00 am until 11:00 am in Ross 3010 on Thursday, July 11th. You are welcome to…

  • June 2017

    Admissions The data migration from the Admissions Pilot Org to Ross Insight is now complete. The project team is working on finalizing the new BBA Application Evaluation Tool in Salesforce. Interested in utilizing this tool in the future? Send us an email to the group below. The FTMBA, PTMBA, MAcc, and BBA admissions Salesforce users…