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 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

  • 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…

  • April 2017

    Byrossitcmsadmins

    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…

  • September 2016

    Byrossitcmsadmins

    Ross Marketing and Communications update The Ross Marketing and Communications team provides recruitment marketing services and analytics for several departments here at Ross. This means that with this department going first, we will be touching on a lot of data mapping upfront, which is good news for the rest of you! A lot of data…

  • 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…

  • 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…

  • 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…