Salesforce at Harvard University

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Presenters HUIT Anjali Worah

Graduate School of Education Rob Oatman

Salesforce OverviewSalesforce at Harvard

The HUIT Salesforce TeamSalesforce at GSE

Salesforce Products

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Salesforce Platform

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Used to create custom, personalized functionality to support your department, especially where you have: • Reliance on spreadsheets • Collaboration via email • Documents shared on local file directories • Time-intensive, manual steps

Salesforce Products and Platform

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HMS

SPH

AthleticsHBS ExEd HBS

Initiatives HBX

SPH FXB

HBR

HBSP

CatalystAlumni Affairs

HUP

GSE

Campus Svcs

HKS CPL

B-BICPBHA

HUIT

ALI

HEPG

FAS Career

Svs

Fairbank Ctr

DCE

Ctr Dev Child

Disability Svcs

Cloudy on Campus!

License costs, per user per year

Project implementation costs, one time

Care and feeding, ongoing

Salesforce Costs

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HUIT Salesforce Team

Empower teams to transform the way they work, so that they can

achieve amazing results

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HUIT Salesforce Team

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Application Development

Trusted Advisor

Vendor Management

Salesforce MSA – Terms of

Engagement ELA Decision Deferred BAA – in progress Licensing Forecasts

Partners Account oversight Referrals and reviews

IT Services & Templates Data as a Service Single Sign On

HUIT Development Consolidate HUIT Instance University Data Services Account Management

Building Community ABCD Special Interest

Group

Advising and Consulting Getting started Reviewing proposals Define business objects Getting Unstuck Provide templates and

repeatable processes

Training IT Academy Custom Training

Constituency Relationship Management (CRM) Consolidation Project

“Designing and Deploying A Unified Community Platform for Constituency Relationship

Management”

Constituency Relationship Management (CRM) Consolidation Project

“Designing and Deploying A Unified Community Platform for Constituency Relationship

Management”Engagement

Why is this a good time to consolidate? 2 Things!

Data Consolidation- Multiple instances of

Salesforce or any CRM is more expensive than a single instance.

- We can leverage expertise across business units

CRM 2.0- There is more to offer than just

basic CRM services- CRM products have matured

considerably over the past 10 years

CRM 2.0 – A Transformative Investment

Newly Admitted Student - Rebecca

Rebecca is a newly admitted student for the incoming fall semester. She’s currently living on the west coast and has limited opportunities for an onsite visit to HGSE prior to the start of the term.

Rebecca is added to an online group that is exclusive to incoming students and monitored/facilitated by the office of student affairs and select students who help answer questions and develop a sense of community prior to her arrival on campus.

Recent Graduate - Mark

Mark graduates this coming spring and is looking forward to his new career as an educational policy maker. He has a rich set of friends and respected colleagues from HGSE and through his research work with Chicago Public Schools. He’s concerned that he’ll lose touch with his network after graduation.

Mark creates his own group and establishes a rich set of community members. After settling into his new role, he recruits new colleagues to join his discussion area and collaborate on important topics.

K-12 New Principal - Abha

• Abha is a new principal at a high school in a remote town. She has few peers and would like the opportunity to reflect on her work and get support from a like-minded community.

• Abha is granted access to a group of “new principals” where she shares her concerns and challenges. She receives feedback from her peers and leverages HGSE resources to improve her skills.

Building Communities With Purpose

https://projects.invisionapp.com/share/B57C4E8AU#/screens

Questions and Answers

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