Salesforce in Academia 

Where: Four Points Sheraton Hotel and Conference Center
1125 Boston Providence Turnpike
Norwood, Massachusetts 
Directions

Registration Fee:
NERCOMP Member: $130
Non-Member: $260
 

Event Overview

Salesforce has emerged as the dominant customer relationships management (CRM) tool in the corporate sales environment; it is also often used in higher ed to manage student recruitment or donor relations. But what about other emerging uses of Salesforce in higher education? For example: managing faculty outreach and faculty development; managing team work on shared academic projects; managing a system-wide roll-out of technologies to a large user base; managing educational outreach to the larger community; managing faculty on- boarding and orientation. If any of these use cases resonate with you, or if you are interested in the potential of a CRM tool for your work in general, this session is for you. Our day will take us through the following framework: needs analysis, design of your Salesforce environment, implementation, reporting and storytelling. Our format will be very participatory, including brief “lightning round” presentations from several institutions, and structured hands-on working sessions.

Audience: Our target audience will be Academic Tech professionals in higher education who are either already using or are interested in implementing Salesforce.

Format: We are imagining a mix between creating short talks (lightning rounds) and conversations driven by the attendees.

Key takeaways:
●    Explain the need for both incident management and relationship management in the work that academic tech units do.|
●    Create a needs analysis and business case for Salesforce within their organizations.
●    Explore considerations for designing your Salesforce environment to capture and track relationships, and to scale for future uses.
●    Recognize the skills and resources needed to support a Salesforce environment.

Are there experiences that you’d like to share in a short talk around any of the session topics – needs analysis, Salesforce set up, implementation, or reporting? Let us know! Contact patricia.coogan@dartmouth.edu  with your ideas.

Registration Cancellation Policy:
By clicking on the "Order Now" button, you are indicating a commitment to attend and will be held responsible for the registration fee. Your fee can be refunded if you notify us of a cancellation at least 8 days prior to the event via email to nercomp@nercomp.org.

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