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 have joined forces with the Marketing and Communications Team to start a Salesforce User Group. The project team will provide training sessions as well as allow users to help each other with projects and issues they encounter. This group will continue to grow as we onboard new units.

We are now live with the Eventbrite integration with Salesforce. This means that all admissions events are hosted on Eventbrite and attendance is automatically loaded into Salesforce on a nightly basis. This allows for less manual file loading and more robust reporting on prospective student interactions.

Marketing Cloud

Ross IT has been working with the Marketing Team to document procedures for loading event attendance and purchased lists, creating campaigns, and creating and sending emails out of Marketing Cloud. These documents will be added to the documentation tab of the Ross Insight website.

Next on the Roadmap

The remaining Admissions teams (MSCM, MM, Global MBA, and EMBA) are next on the roadmap for the Salesforce implementation. Please keep an eye out for an invitation to a requirements gathering session for each of you. Our goal is to migrate EMBA off of the Act! CRM and import any spreadsheets of contacts or businesses into Salesforce.

Similar Posts

  • 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…

  • February 2017

    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…

  • September 2017

    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

    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…

  • 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…

  • 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…