October 2016

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

  • April 2017

    Admissions The FTMBA, PTMBA, BBA, and MAcc Admissions teams are gearing up for data migration of prospective student and applicant data from the campus Admissions Pilot Salesforce instance onto the new Ross Salesforce instance the week of May 22nd. The project team has finalized the mapping for an Eventbrite integration into Salesforce so that Admissions…

  • 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…

  • March 2017

    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…

  • December 2016

    Strategy Governance Group We are pleased to announce that a Strategy Governance group has been formulated for the Ross Insight initiative. This team is responsible for governance around data, CRM implementations and budget recommendations. It represents the 5 major disciplines: Admissions Academics Development/Alumni Executive Education Marketing & Communications This team has been working on a…

  • January 2017

    Marketing & Communications IP Warming The project team is gearing up to begin the IP (Internet Protocol) warming process for Marketing Cloud starting February 7th. IP warming is the practice of gradually increasing the volume of mail sent via a dedicated IP address that will begin in February with Graduate Program email campaigns. This gradual…

  • 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…