Sfdc kellogg higher ed collaboration webinar 9-13
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Transcript of Sfdc kellogg higher ed collaboration webinar 9-13
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Fostering Collaboration in
Higher Education
Salesforce Foundation Webinar
Sept 13th, 2012
Shane Sugino
Associate Director, Career Management Center
Kellogg School of Management
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COL·LAB·O·RA·TION (kəˌlabəˈrāSHən)
Cooperative arrangement in which two or more parties (which may or may not have any previous relationship) work jointly towards a common goal. Effective method of transferring 'know how' among individuals, therefore critical to creating and sustaining a competitive advantage.
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Agenda
• Introduction – Who am I?
• The Kellogg Story
• Kellogg Social Enterprise platform
• Demo
• Benefits,Best Practices & Challenges
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Shane Sugino…Who am I?
Currently:
• Associate Director, Career Management Center, Kellogg School of Management
• Career Coach and Strategic Relationship/Business Development Manager
– PE, VC, Entrepreneurship, R/E, Healthcare
Previously:
• Healthcare Private Equity
• Leadership Development
• Two startups – Software and Biogas
• Six years Wall Street experience
Education:
• BS Finance – NYU Stern
• MBA Brand Mgmt – Cornell Johnson School
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The Kellogg story…a legacy of feudalistic
autonomy
Natural state of affairs: • Information/data not naturally shared
across departments • Activities are often duplicated • Manual processes: Highly inefficient use of
scarce resources • Not an ideal way to run a professional
relationship-driven organization
The alumni experience: • Duplicate outreach • Lost alums / Ignorant of changes in
careers • Inundating “go to” alums for events • Reliance on “memory” or “who you
know” for participation • Ignorant of alumni campus activities
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From ideation to reality
Career Management
Center
? ?
?
?
?
? ? ?
?
? Zell
Center/Asset Management
Levy Institute - Entrepreneur
Real Estate
Heizer Center for PEVC
Strong similarities among the “Fab 5”:
•High Profile centers of activity
•Cross–pollination of alumni population (e.g. Real Estate PE)
•Relationship building mentality
•Heavy event planning or support activities
•High net-worth alumni population
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The Kellogg Salesforce.com world Heizer Center
for PEVC
Real Estate
Career Management
Center
Zell Center / Asset Mgmt
Levy Institute
Social Enterprise
Advance-ment
Corp Partner-
ships
NU Farley Center
HEMA
PhD
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Collaborating through Salesforce Social
Enterprise
CRM
• Share customer data
• Full transparency of activity
• Track high level of
engagement
• Marketing campaigns
• Newsletter communications
• Event participation
CHATTER
• Build external and internal
communities
– Engaged conversations
– Dissemination of info
– Collaborative groups
– Student to student
conversations
• Data repository
• Collaboration with peers in and
across departments
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Benefits of CRM
• Full Transparency
– Each group sees engagements with other groups
– Increased understanding of major relationships
– Repository of historical engagement activity and communications
• Reduction of Duplicative activities
– No more duplicate requests
– Eliminates redundant events/activities
• Increased Marketing Capabilities
– We love campaigns!
• Club/Center Alumni Newsletters
• Dean thank you letters
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Benefits of the Social Enterprise
• Leveraging the power of social
– Tapping hidden knowledge from within the organization
– Sharing across groups/dissemination of information
– Increased levels of engagement
– Natural data alignment (CRM + Chatter)
• Archival opportunities
– Threads and conversations not buried in email
– Searchable by groups - Repository
• Reduction in duplicative actions
– Individual emails or email conversations
• Builds community
– Fun and social engagement!
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Kellogg and NU SFDC roadmap* *at least this is the roadmap I am using to envision the future
Admissions Alumni
Relations - Jive Platform
Expand CMC
usage
Complete lifecycle tracking of students
NU Athletics School of Cont Ed ???
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Best practices and challenges Best Practices
• Choose one issue to solve (in this case CRM data)
• Implementation strategy = Organizational fit (i.e. Grassroots)
• Plan for generational gaps among staff e.g. differing comfort levels of technology adoption
• Start simple and easy!
• Find stakeholders with similar client populations and organizational goals
• Open architecture is key – less barriers – drives usage!
Challenges ahead:
• Adoption – drive usage!
• Technology creep – getting too complicated
• Integration with or replacement of legacy systems – the long road ahead
• Building expertise across different users and admins
• Competing groups (e.g. Jive)
• FT Salesforce admin?
• 3rd party software training
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Questions?