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! CRM Data migration, and import of all teams’ prospective student data that has been maintained in spreadsheets. Some consistent needs across all admissions units have been to integrate Gmail, Eventbrite, website inquiries, and GoTo Webinars with Salesforce. All of these integrations have been implemented except for a GoToWebinar integration which is on the roadmap for this year.
Next on the Roadmap
The project team has begun a series of discovery meetings with the Executive Education group to define the requirements for migrating data off of their Act! CRM system and to integrate their course registration tool, Flatbridge. This will allow for more targeted email campaigns from our Marketing team and one shared CRM system for recruiters allowing for insight into their constituents’ involvement across the Ross community.
Did you know?
For those of you new to the Ross Insight community, there are resources available to you to help you with your Salesforce tasks and issues. Within the Ross Insight website, there is a tab for Documentation. We will be adding documentation links for procedures to this page as we onboard new units and define new workflows. Don’t see what you are looking for? Contact the Ross Insight Implementation Team and we will work with your unit to document procedures. Have a question, can’t log in or new functionality? Send an email to RossITSupport@umich.edu to create a ticket with Ross IT.
