Overview

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.

Event Disclaimer:
NERCOMP reserves the right to use any photographs or other mechanical recordings taken at NERCOMP events in promotional materials. No mechanical recordings of any kind may be used at NERCOMP events without the prior written consent of NERCOMP organizers and presenters. The views and opinions expressed at NERCOMP events do not necessarily reflect those of NERCOMP, nor does NERCOMP make any representation regarding the information presented at NERCOMP events.

Agenda

7:30am – 9:00am  Registration and Coffee

Speakers: Five institutions/organizations will be presenting, including Dartmouth and Instructure (Canvas network)

9:00am - 9:20am Introductions and Framing for the day
Introductions of presenting institutions and speakers.

9:20am - 10:40am Session 1 - Needs Analysis
In this session we will look at several institutions needs analyses (lightning round); we will also cover some of the cultural questions that need to be considered before successfully adopting a CRM. The last 30 minutes will be spent in small group work - participants will work through a worksheet which will prompt them to begin articulating their own institutional CRM needs.

10:40am - 10:50am  Break

10:50am - 11:50am Session 2 - Designing your Salesforce Environment

Once you have your requirements defined - how do you go about designing the appropriate Salesforce environment? What do you need to consider so you don’t paint yourself into a corner? Several institutions will share the approach taken for their use cases (lightning round). We will cover general design considerations, look at specific Salesforce environments, and gather common dos and don’ts from the presenters and attendees.

11:50am - 12:5am  Lunch

12:50am  -1:40am Session 3 - Implementing your Salesforce Environment

How do you move from design to implementation? How do you incorporate an iterative approach, which allows you to adapt as you go along? We will learn from several presenting institutions what worked and what didn’t work for them in the implementation stage, and how and why implementations were changed and adapted (lightning round).

1:40pm -1:50pm   Break

1:50pm - 2:50pm  Session 4 - Reporting and Storytelling

Does Salesforce allow you to do the reporting you’ve been wishing for - and, are you equipped to report on the success of your Salesforce implementation itself? Does Salesforce allow you to better tell your story and demonstrate value; and how can you tell the story of your successful use of Salesforce? Several institutions will share their reporting and storytelling strategies and successes at both of these levels (lightning round). Participants will work through a worksheet which will prompt them to begin articulating their own reporting and storytelling aspirations.

2:50pm - 3:30pm Session 5: Wrap-up, and Q&A with the Vendor

Throughout the day, we will be gathering key takeaways, as well as key questions for the vendor (gathering on sticky pads on conference room and/or Google docs). The concluding session will serve as an opportunity to circle back to common themes in the key takeaways and to actually ask the vendor for comments on the questions that have been gathered for them throughout the day. A representative from Salesforce will attend the entire event.

3:30pm

Speakers

Speaker: Jason Belland

Jason is the Director of Products for Higher Ed at Salesforce.org. In this role, he is focused on building products to help colleges and universities serve constituents in a whole new way. Jason’s team recently created and launched the Higher Ed Data Architecture, a new data model designed to help schools get started with Salesforce faster than ever — transforming the world’s #1 CRM into the world’s #1 CRM for Higher Ed.

Prior to joining Salesforce.org, Jason spent eight years leading digital media and CRM initiatives for Columbia Business School’s executive programs. He currently resides in New York City, where he creates product ideas while kayaking in the East River.

Speaker: Pat Coogan

Pat is a Project Manager within the Information Technologies Services at Dartmouth. She’s interested in Salesforce as a reliable tool for tracking the progress of different projects that her team is working on.  Prior to this role she worked in higher education academic affairs administration and was a member of the management faculty within the University System of NH.  She has earned an MBA from Boston College and an MS in education from Syracuse University.

Speaker: George Hart

George Hart is director of the UMass Lowell Libraries, where the library team is beginning to apply Salesforce to academic support and student success initiatives.  The library’s knowledge management platform allows faculty and staff to capture knowledge easily, and Salesforce brings this knowledge to students at the appropriate time. George has worked at the libraries of UMass Boston, Babson College, and Boston University. Before becoming a librarian, he was a bookstore manager and a book printer. He has an MBA from Babson, an MLS from Rutgers, and a BA in History from UMass Boston.

Speaker: Jonathan Heyse

Jonathan is a CRM Systems Analyst at Instructure. He focuses on leveraging the Salesforce platform to advance Instructure’s mission of making software that makes people smarter. Before coming to Instructure, Jonathan spent two years managing operations and technology at a successful start-up. He holds three separate salesforce certifications including SalesForce Administrator, Salesforce Advanced Administrator, and SalesForce Platform App Builder.  

Speaker: Barbara Knauff

Barbara directs the Educational Technologies group at Dartmouth. Her interest in Salesforce stems from the desire to create a more seamless model for faculty support, and to work collaboratively across organizational silos. Before embarking on her career in academic technologies, she was a member of the faculty at St. Mary’s College of MD. Barbara has a BA from Wellesley College, and a PhD in French literature from Yale.

Speaker: Alicia Medros 

Alicia is the Associate Director of Educational Technology and Administration at the University of New Hampshire (UNH).  Alicia’s responsibilities include strategic projects for the UNH Academic Technology department as well as operational management of LMS system administration, web development, and documentation and training teams.  Over the past year Alicia has been managing the transition from Blackboard to Canvas as well as designing and piloting use of the Salesforce ‘Faculty Profile’ tool for Academic Technology staff.  The two initiatives have fit together nicely allowing for a systemic way to track and report on progress being made on the transition of the almost 1300 faculty across 3 campuses to Canvas and providing an impetus to replacing/enhancing other tracking mechanisms with Salesforce. 

Speaker: Hilary Melander

Hilary is the Senior Manager of Canvas Network at Instructure. She manages a small team of instructional designers to provide educators around the globe the opportunity to create open online courses. Hilary has an MBA from the University of Utah and an MS degree in Sociology from Brigham Young University.

Speaker: Adam Nemeroff

Adam is an Instructional Designer in the Educational Technologies group at Dartmouth. Adam works with faculty across the undergraduate arts and sciences to help them improve student learning and integrate technology into their classes. Adam has served as Salesforce administrator and developer for Dartmouth EdTech’s pilot implementation. Previous to Dartmouth, Adam worked as an Instructional Designer at the Center for Excellence in Teaching and Learning at the University of Connecticut. Adam has an MA in Curriculum and Instruction, BA in History, and BS in Secondary History and Social Studies education, all from the University of Connecticut.

Speaker: Shaun Sullivan

Shaun Sullivan is the Business and Operations Manager at UMass Lowell Libraries.  Heprepares budget analysis reports for long-term planning, manages the Library budget, and works with the electronic resources librarian to analyze cost and use of library resources. He holds a BSBA from UMass Lowell and is looking forward to finishing his MBA in summer 2016.

Lodging

Hotel Information:
Rooms are available at the Sheraton Norwood, the conference location.
To make reservations contact the Sheraton Norwood at 781-769-7900 and request the "NERCOMP Room Block".

The room block for June 6, will be available until 5:00pm on May 4, 2016.
Standard queen guest rooms are available for $135 per night, single occupancy.
King and double queen guest rooms are available for $155 per night, single occupancy.
Includes full buffet breakfast.