A Guide to Success with Salesforce

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.

Key Questions Answered:

• Why is higher education changing its approach to business technologies, most notably CRM platforms?
• What are the top factors to consider when selecting a CRM platform?
• What are the best practices for planning a CRM implementation and choosing an implementation partner?
• How big does your CRM team need to be?
• What does an effective governance program look like?
• What are the top integration considerations?
• What change management principles should an institution consider?

Report Features

• Author: Joanna Iturbe, Director of CRM Strategic Initiatives, University of Colorado Boulder
• Report Length: 39 pages
• Report Availability: December 2019

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