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

  • 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…

  • 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!…

  • 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…

  • December 2016

    Byrossitcmsadmins

    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…

  • 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…

  • 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…