A Guide to Success with Salesforce

Client-Only Research

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. Executive Summary
  2. Introduction
  3. Salesforce in Higher Education
  4. Internal Staffing Needs
  5. Choosing an Implementation Partner
  6. Roles, Responsibility and Team Evolution
  7. Governance
  8. Integration Considerations
  9. Salesforce Licensing
  10. Change Management
  11. Final Tips and Takeaways

Share This Research

Client-Only Research

Work Better, Smarter, and
Faster With the Tambellini Group

Supports institutions from technology strategy through contract negotiation

Enables planning for short and
long-term strategies

Empowers CIOs to lead their institutions into a dynamic technology landscape

Higher Education Institutions


Solution Providers & Investors

market insights

Become a Client of the Tambellini Group.

Get exclusive access to higher education analysts, rich research, premium publications, and advisory services.


Request a Briefing with a Tambellini Analyst

Suggest your research topics

Subscribe to Tambellini's Top of Mind.

Weekly email featuring higher education blog articles, infographics or podcasts.