October 2016

Byrossitcmsadmins

Ross Insight

The winner of the Name the Salesforce Initiative is Cheryl Bullister, Administrative Coordinator/Project Coordinator for the MAcc Program

In case you didn’t make it to the meeting, the Ross IT project implementation team unveiled the new Ross CRM website (a link will be provided on iMpact for easy access). This is where you can view details about the project like:

  • Our 2 year roadmap
  • Kick-Off Meeting presentation slides
  • News and Updates
  • What is a CRM?
  • Contact Information
  • Documentation

In other news…

We officially purchased a Salesforce Marketing Cloud account for marketing automation. We are working with consultants from Balance Digital Marketing, based out of Indianapolis, to migrate the Ross Marketing and Communications email campaigns from their current system.

We are also working on finalizing contracts for an ETL tool (Extract, Transform, Load), which basically lets us load data from other sources, like MPathways, and translates it into a standardized format for easy reporting in Salesforce.

The transformation of MPathways student data for admissions and recruiting is underway which will provide student contact information and application data in Salesforce. Our goal is to provide a 360 degree view of prospective student email campaigns, event attendance, application status and general program interest all in one system. 

Similar Posts

  • 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…

  • April 2016

    Byrossitcmsadmins

    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…

  • Project Proposal Process

    Byrossitcmsadmins

    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…

  • September 2017

    Byrossitcmsadmins

    Admissions The project team held discovery meetings for MSCM, MM, Global MBA, and Executive MBA for the Salesforce implementation. The next steps for the project team will be to complete data integration with Collegenet (our application vendor) in order to make in-progress applicant data available to salesforce.  Then, the team will conduct the EMBA Act!…

  • 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…

  • April 2018

    Byrossitcmsadmins

    Engagement Scores As of April 30, we have rolled out Engagement Scores to Ross Insight. Each contact in Ross Insight will have an “engagement score” which quantifies how much interaction they have had with the Ross School of Business. All programs will have access to Engagement Scores. Engagement Scores are based on email interactions, activities…