Salesforce Implementation Update #2: Ready for Launch

Tue, 02 Mar 2021 12:06:29 -0500
crm, salesforce, strategic-enrollment-plan, strategic-plan, student-experience

In this second of a series of updates we’ll give a brief description of Salesforce, UMBC’s goals for the project, and summarize what we’re currently working on and what’s next.

Salesforce is a market-leading Customer Relationship Management (CRM) platform. In higher education, CRMs are used in recruitment, admissions, student success, and alumni relations. Salesforce is an important tool to help us maintain and grow our enrollment...vital to UMBC’s ability to weather the pandemic and our long term response to changing age-based demographics in our region.

Big news! Salesforce will launch on March 3rd. “Launch” means that all prospective undergraduate student communications and their activities will be collected, analyzed, and maintained in Salesforce making it the system of record for prospective student data.

The next phase of the project is integrating prospective students’ requests for information, built and tested by our team, into the platform. Marketing Cloud, a companion product to Salesforce, uses information from these requests from potential students with a personalized journey (experience) and helps admissions staff identify what information might be of most use to them.

At the same time the team is finalizing the launch, we’re also conducting training and activities to maximize the value of our investment and taking important steps to extend the platforms to the Graduate School and Division of Professional Studies.

This is a big project with many interconnected tasks. Congratulations to the cross-campus team that has accomplished a great deal in a very short period of time.

Bob Carpenter