July 2016

Byrossitcmsadmins

The Ross CRM (Constituent Relationship Management) Implementation Team has been busy formulating a project roadmap, finalizing the RFP (Request for Proposal), and has begun working with Procurement on the purchase of the following products identified by Sierra Cedar to meet the needs of Ross.

  • Salesforce CRM Sales Cloud
  • Salesforce Marketing Cloud and Social Studio
  • Salesforce Communities
  • a robust event management tool
  • an online form builder to collect information
  • a gmail integration component for viewing and editing CRM data from your inbox
  • an extract, transform and load (ETL) data integration tool
  • a data backup solution

We continue to work with our implementation partner, Sierra Cedar, to formulate a roadmap for delivering the tools listed above to all Ross units. We are also working on a data governance structure to outline the expectations, structure, and design of the Ross Salesforce org.

After meeting with all of the units and weighing the priorities with Sierra Cedar, there were some hard contractual deadlines that we are up against with some of the existing CRM systems. This influenced our decision to begin our project by migrating Ross Marketing and Communications off of their current CRM, RightNow Technologies (RNT), onto Salesforce. After the data migration and testing are complete in Salesforce CRM, we will begin piloting email campaigns using the Marketing Cloud.

Once we have finalized our contract with Salesforce, we will schedule a formal kick-off meeting. We are aiming for September 2016 and an invitation will be sent to this same distribution list.

Similar Posts

  • May 2017

    Byrossitcmsadmins

    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…

  • June 2017

    Byrossitcmsadmins

    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…

  • February 2017

    Byrossitcmsadmins

    Marketing & Communications Emails Sent! On February 7th, we met our deadline and sent the first emails out of Marketing Cloud! Additional emails have been sent in the days following and this continues the previously mentioned IP warming process which will continue for 30 days. At the conclusion of that time, email providers should consider…

  • August 2016

    Byrossitcmsadmins

    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…

  • July 2019

    Byrossitcmsadmins

    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…

  • March 2017

    Byrossitcmsadmins

    Marketing Our Marketing team continued transitioning their program recruitment email campaigns to Marketing Cloud as part of our IP warming. While there were challenges with having emails sent to the Google Gmail Domain (emails going to spam and not inbox), we are seeing improvements with gmail open rates. The Ross Development and Alumni Relations team…