Guides : Dec 13, 2019

Infographic of the Guide to Success with Salesforce from

Why Read This Report

Selecting a CRM can be overwhelming, and higher education institutions often struggle with where to start and which CRM platform will best meet their needs. Leading platforms have similar capabilities—cloud-based, AI-driven, accessible, mobile-first, able to be integrated with other omni-channel tools, and capable of storing and analyzing large amounts of data. One of the biggest mistakes institutions make in choosing and implementing a CRM is basing a selection solely on cost. As one of the leading CRM platforms within higher education, this Guide to Success with Salesforce provides readers with best practices for making a large-scale CRM implementation successful.

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Table of Contents

  1. Acknowledgements
  2. Terms of Use
  3. Disclaimer
  4. Executive Summary
  5. Introduction
  6. Salesforce in Higher Education
  7. Internal Staffing Needs
  8. Choosing an Implementation Partner
  9. Roles, Responsibility and Team Evolution
  10. Governance
  11. Integration Considerations
  12. Salesforce Licensing
  13. Change Management
  14. Final Tips and Takeaways
  15. Appendix
  16. References
  17. About the Author
  18. About the Tambellini Group
  19. Other Reports Available