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Alliance 2024 CRM Monday Session Highlights

By John Sauceda posted 02-23-2024 11:51 PM

  

Monday - March 4

"Centralized CRM Services to Power the Many Missions of a Federated Institution" (#10857)

10:00 - 11:00 am in Room North 127B

Come hear how Harvard IT developed products and services to empower their entire enterprise to thrive with CRM technology.

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"Implementing CRM -- U-M's 3 Year Evolution" (#10774)

2:00 - 3:00 pm in Room North 127B

The University of Michigan implemented an enterprise Salesforce Org in the Fall of 2020. We will share our 3-year journey providing details on the evolution of Org Governance to Integrations to running an Enterprise service.

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"Rules of Engagement: Empowering Teams to Thrive Together in Their Missions!" (#10733)

3:30 - 4:30 pm in Room North 127B

Consolidating three Salesforce Orgs from three departments within Vanderbilt University Advancement into a single Salesforce Org, impacted teams came together to create a blueprint to develop system policies and procedures which determine the Rules of Engagement.

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02-26-2024 09:01 AM

These look great! Hope you have a wonderful conference. It would be wonderful if attendees could post CRM highlights/lessons learned for others' benefit? Thanks!