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/Salesforce.comFoundation
@SFDCFoundation
Georgetown University and St. Norbert College:
Improving Recruiting Efficiency
May	
  20,	
  2014	
  
Safe Harbor
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statements.
Enterprise Cloud
Computing
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World’s Most
Innovative
Company
2011, 2012, 2013
#1
Market Leader:
Enterprise, MidMarket,
SMB & Sales Force
Automation
#1
#1 in Enterprise Cloud Computing
& CRM
1%
Product
Equity
Time
620,000+
Hours
Service
$65M+
Grants
22,000+
Higher Education
+ Nonprofit
Organizations
1:1:1 Model
Adopted by
Become a Connected Campus:
Put Your Students at the Center
Real-Time Data
Mobile Social
360° student view
Communicate
more effectively
Recruit the right
students
Ensure student
success
Raise
more funds
Featured Presenters
Dr. Ravi Agarwal
Director, Enterprise Applications
St. Norbert College
Kirsten Sands
Director, Admissions & Recruitment
Georgetown University
Sandra Sanvido
Sr. Director, HE Marketing
Salesforce.com Foundation
Information	
  Technology	
  Services	
  
From	
  3	
  Weeks	
  to	
  3	
  Days:	
  	
  
The	
  St.	
  Norbert	
  Story	
  
	
  
Ravi	
  Agarwal,	
  Director	
  of	
  Enterprise	
  Applica<ons	
  
May	
  20,	
  2014	
  
About	
  SNC	
  
»  The	
  only	
  Norber<ne	
  college	
  in	
  the	
  world,	
  St.	
  Norbert	
  is	
  a	
  four-­‐year,	
  Catholic	
  liberal	
  arts	
  
college,	
  devoted	
  to	
  the	
  Norber<ne	
  tradi<ons	
  of	
  community,	
  prayer	
  and	
  service	
  to	
  
others.	
  	
  
»  Founded	
  in	
  1898	
  by	
  Abbot	
  Bernard	
  Pennings	
  as	
  a	
  school	
  to	
  prepare	
  men	
  for	
  the	
  
priesthood,	
  St.	
  Norbert	
  College	
  became	
  coeduca<onal	
  in	
  1952.	
  	
  
»  Today	
  the	
  residen<al	
  campus	
  serves	
  approximately	
  2,200	
  undergraduate	
  and	
  graduate	
  
students	
  hailing	
  from	
  throughout	
  the	
  United	
  States	
  and	
  more	
  than	
  30	
  countries,	
  and	
  
offers	
  study-­‐abroad	
  opportuni<es	
  in	
  29	
  countries.	
  
»  St.	
  Norbert	
  College	
  is	
  located	
  on	
  the	
  banks	
  of	
  the	
  Fox	
  River	
  in	
  the	
  residen<al	
  
community	
  of	
  De	
  Pere,	
  WI.	
  	
  	
  
»  “The	
  Best	
  in	
  the	
  Midwest”	
  by	
  the	
  Princeton	
  Review	
  for	
  2014	
  
»  “America's	
  Best	
  Colleges”	
  since	
  1991	
  by	
  U.S.	
  News	
  &	
  World	
  Report	
  
»  Included	
  among	
  the	
  top	
  ten	
  Catholic	
  liberal	
  arts	
  colleges	
  in	
  the	
  na<on	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
The	
  Past	
  –	
  Application	
  Review	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
The	
  Past-­‐	
  Entering	
  Decisions	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
The	
  Present-­‐	
  Application	
  Review/
Decision	
  Entry	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
Comparison	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
 
Design:	
  Salesforce	
  ERD	
  	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
Banner-­‐Salesforce	
  Integration	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
BeneMits	
  
The	
  system	
  has	
  been	
  live	
  for	
  eight	
  months	
  and	
  the	
  college	
  is	
  already	
  realizing	
  the	
  benefits:	
  	
  
•  Using	
  Salesforce	
  marketplace	
  add-­‐ons,	
  and	
  a	
  bi-­‐direc<onal	
  integra<on	
  with	
  Banner,	
  the	
  college	
  
is	
  now	
  able	
  to	
  develop	
  a	
  unified	
  360-­‐degree,	
  “cradle-­‐to-­‐grave”	
  view	
  of	
  its	
  cons<tuents.	
  
•  Completely	
  transformed	
  college	
  admissions,	
  moving	
  it	
  from	
  a	
  manual,	
  paper-­‐based	
  process	
  to	
  a	
  
fully	
  automated	
  and	
  data-­‐rich	
  system.	
  
•  Improved	
  the	
  opera5onal	
  effec5veness	
  for	
  Admissions,	
  Athle<cs,	
  and	
  Advancements	
  offices.	
  
•  Enhanced	
  efficiency	
  by	
  replacing	
  manual	
  processes	
  with	
  automated	
  workflows	
  and	
  triggers.	
  
•  Increased	
  mobility,	
  produc5vity,	
  and	
  efficiency	
  for	
  both	
  the	
  end	
  users	
  of	
  the	
  system,	
  as	
  well	
  as	
  
for	
  IT.	
  
•  Created	
  more	
  crossover	
  with	
  other	
  business	
  offices.	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
Savings	
  
St.	
  Norbert	
  College	
  |	
  Information	
  Technology	
  Services	
   	
  May	
  20,	
  2014	
  
The	
  Georgetown	
  Story	
  
	
  
Georgetown’s	
  McDonough	
  School	
  of	
  Business	
  
Executive	
  Education	
  
	
  
	
  
	
  
	
  
Kirsten	
  Sands	
  
Introduction
18 Georgetown University’s McDonough School of Business
Salesforce as an MSB-Wide Solution
19
Salesforce	
  Platform	
  	
  
Mass	
  Email	
  CRM	
  
Exec.	
  Ed	
  Open	
  
Enrollment	
  
Event	
  
Management	
  	
  
Alumni	
  Portals	
  
Corp.	
  Relations	
  
Alumni	
  
Directory	
  
Intranet	
  MBA	
  
Admissions	
  
Calendar	
  
Faculty	
  Portal	
  
Career	
  
Management	
  
Case Study: Executive Education
Challenge 1: Prospecting
Who is applying?
How is the cohort shaping up?
Am I meeting my targets?
Who am I cultivating?
Will they apply?
Are they competitive?20
Solution: Customize Contact Record
21
22
Solution: Customize Contact Record
23
Challenge #2: I’m stuck with legacy systems I can’t avoid..
24
Solution: Don’t replace them.. Integrate them
25
Challenge #3: I don’t have data
•  Where are people coming from?
•  What marketing campaigns are working/not working?
•  Am I hosting enough information sessions?
•  What are my conversion rates?
•  What events produce the most yields?
•  Which students/alumni contribute to our referral program?
•  Should I block out an hour of my time every morning to provide AdCom
updated data/rosters?
•  How much scholarship money is left?
•  Do I have enough women?
•  Is there enough diversity in the cohort?
26
Solution: Dashboards, at work and on the go
Challenge #4: Marketing
With so many web advertisements, how do I know where people are
coming from, which publications are most profitable?
27
28
Solution: Inquiry Forms via Salesforce
29
Challenge #5: Transparency (and too many emails)
App Example: Cultivating Contacts
30
App Example: GeoPoint
31
All EMBA Alumni Around the World
Q&A
Two Upcoming Webinars
•  May 27 – “How to Use Social for Recruitment”
–  Featuring Jennifer Philips, Salesforce.com Foundation
•  June 17 – “Mobilizing Recruitment & Admissions”
–  Featuring Jonathan Lehrich, MIT Sloan School of Management and Angel Navedo, TargetX
Join Us at the Higher Education Summit
•  23 higher education sessions
•  45+ speakers
•  Dr Mark Milliron and Eric Stoller as keynotes
•  Loads of networking opportunities
http://www.salesforcefoundation.org/
events/higher-education-summit-2014/
June 5-6, 2014 in Tempe,AZ

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Georgetown University and St Norbert College: Improving Recruiting Efficiency webinar

  • 1. /Salesforce.comFoundation @SFDCFoundation Georgetown University and St. Norbert College: Improving Recruiting Efficiency May  20,  2014  
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 3. Enterprise Cloud Computing Market Share #1 World’s Most Innovative Company 2011, 2012, 2013 #1 Market Leader: Enterprise, MidMarket, SMB & Sales Force Automation #1 #1 in Enterprise Cloud Computing & CRM
  • 5. Become a Connected Campus: Put Your Students at the Center Real-Time Data Mobile Social 360° student view Communicate more effectively Recruit the right students Ensure student success Raise more funds
  • 6. Featured Presenters Dr. Ravi Agarwal Director, Enterprise Applications St. Norbert College Kirsten Sands Director, Admissions & Recruitment Georgetown University Sandra Sanvido Sr. Director, HE Marketing Salesforce.com Foundation
  • 7. Information  Technology  Services   From  3  Weeks  to  3  Days:     The  St.  Norbert  Story     Ravi  Agarwal,  Director  of  Enterprise  Applica<ons   May  20,  2014  
  • 8. About  SNC   »  The  only  Norber<ne  college  in  the  world,  St.  Norbert  is  a  four-­‐year,  Catholic  liberal  arts   college,  devoted  to  the  Norber<ne  tradi<ons  of  community,  prayer  and  service  to   others.     »  Founded  in  1898  by  Abbot  Bernard  Pennings  as  a  school  to  prepare  men  for  the   priesthood,  St.  Norbert  College  became  coeduca<onal  in  1952.     »  Today  the  residen<al  campus  serves  approximately  2,200  undergraduate  and  graduate   students  hailing  from  throughout  the  United  States  and  more  than  30  countries,  and   offers  study-­‐abroad  opportuni<es  in  29  countries.   »  St.  Norbert  College  is  located  on  the  banks  of  the  Fox  River  in  the  residen<al   community  of  De  Pere,  WI.       »  “The  Best  in  the  Midwest”  by  the  Princeton  Review  for  2014   »  “America's  Best  Colleges”  since  1991  by  U.S.  News  &  World  Report   »  Included  among  the  top  ten  Catholic  liberal  arts  colleges  in  the  na<on   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 9. The  Past  –  Application  Review   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 10. The  Past-­‐  Entering  Decisions   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 11. The  Present-­‐  Application  Review/ Decision  Entry   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 12. Comparison   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 13.   Design:  Salesforce  ERD     St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 14. Banner-­‐Salesforce  Integration   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 15. BeneMits   The  system  has  been  live  for  eight  months  and  the  college  is  already  realizing  the  benefits:     •  Using  Salesforce  marketplace  add-­‐ons,  and  a  bi-­‐direc<onal  integra<on  with  Banner,  the  college   is  now  able  to  develop  a  unified  360-­‐degree,  “cradle-­‐to-­‐grave”  view  of  its  cons<tuents.   •  Completely  transformed  college  admissions,  moving  it  from  a  manual,  paper-­‐based  process  to  a   fully  automated  and  data-­‐rich  system.   •  Improved  the  opera5onal  effec5veness  for  Admissions,  Athle<cs,  and  Advancements  offices.   •  Enhanced  efficiency  by  replacing  manual  processes  with  automated  workflows  and  triggers.   •  Increased  mobility,  produc5vity,  and  efficiency  for  both  the  end  users  of  the  system,  as  well  as   for  IT.   •  Created  more  crossover  with  other  business  offices.   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 16. Savings   St.  Norbert  College  |  Information  Technology  Services    May  20,  2014  
  • 17. The  Georgetown  Story     Georgetown’s  McDonough  School  of  Business   Executive  Education           Kirsten  Sands  
  • 18. Introduction 18 Georgetown University’s McDonough School of Business
  • 19. Salesforce as an MSB-Wide Solution 19 Salesforce  Platform     Mass  Email  CRM   Exec.  Ed  Open   Enrollment   Event   Management     Alumni  Portals   Corp.  Relations   Alumni   Directory   Intranet  MBA   Admissions   Calendar   Faculty  Portal   Career   Management  
  • 20. Case Study: Executive Education Challenge 1: Prospecting Who is applying? How is the cohort shaping up? Am I meeting my targets? Who am I cultivating? Will they apply? Are they competitive?20
  • 23. 23 Challenge #2: I’m stuck with legacy systems I can’t avoid..
  • 24. 24 Solution: Don’t replace them.. Integrate them
  • 25. 25 Challenge #3: I don’t have data •  Where are people coming from? •  What marketing campaigns are working/not working? •  Am I hosting enough information sessions? •  What are my conversion rates? •  What events produce the most yields? •  Which students/alumni contribute to our referral program? •  Should I block out an hour of my time every morning to provide AdCom updated data/rosters? •  How much scholarship money is left? •  Do I have enough women? •  Is there enough diversity in the cohort?
  • 26. 26 Solution: Dashboards, at work and on the go
  • 27. Challenge #4: Marketing With so many web advertisements, how do I know where people are coming from, which publications are most profitable? 27
  • 28. 28 Solution: Inquiry Forms via Salesforce
  • 29. 29 Challenge #5: Transparency (and too many emails)
  • 31. App Example: GeoPoint 31 All EMBA Alumni Around the World
  • 32. Q&A
  • 33. Two Upcoming Webinars •  May 27 – “How to Use Social for Recruitment” –  Featuring Jennifer Philips, Salesforce.com Foundation •  June 17 – “Mobilizing Recruitment & Admissions” –  Featuring Jonathan Lehrich, MIT Sloan School of Management and Angel Navedo, TargetX
  • 34. Join Us at the Higher Education Summit •  23 higher education sessions •  45+ speakers •  Dr Mark Milliron and Eric Stoller as keynotes •  Loads of networking opportunities http://www.salesforcefoundation.org/ events/higher-education-summit-2014/ June 5-6, 2014 in Tempe,AZ