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Alliance 2022: CRM Vendor Sessions – Learning from the Experts

By Lorne Henne posted 02-02-2022 09:00 AM

  

We have a great selection of thought-provoking vendor presentations for the CRM track at Alliance 2022.

Alliance would not be the great conference that it is without the help and support of our vendors.  Vendors provide excellent advice in educating us, and helping us select, scope, implement and support their products and services. Our collective success in serving the wider higher education community is dependent on the successful symbiotic relationships we develop with our vendors.

Truth in Advertising statement – The following information cannot be considered an endorsement of any specific product or vendor, and you will likely to be exposed to “Confidentiality/Safe Harbor” statements during their presentations. We welcome these presentations, the presenters, and the great learning opportunities they provide for our community.

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Session 8954  - “Making a Case for Enterprise CRM”

Mon. Mar 14 8:30 -9:30 AM PDT - Room210                               The Tambellini Group

Tambellini Group research shows that over the last 12-18 months, institutions are increasing their emphasis on student engagement, service, and marketing to drive immediate value through consistent business models and holistic user experiences. Many of these institutions are exploring enterprise CRM (ECRM) systems to help solve these issues. Join Principal Analyst Dave Kieffer and Analyst Rebekah Russel for Tambellini as they reveal the movements in the CRM market and share their insights on how institutions are using ECRM technologies to solve horizontal issues such as marketing, communication, engagement, and more.  

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Session 8897 – “Accountable Data Governance for Collaboration Across CRM Systems”

Mon. Mar 14 2:00 – 3:00 PM PDT - Room 213                                  Salesforce    Huron Consulting Group

When teams begin working together in a customer relationship management (CRM) system, it is often the first time that data historically kept in silos is shared with other business units. While transitioning to a CRM is an opportunity for institutional collaboration, a lack of data governance policies and controls can result in reduced user adoption or necessary maintenance of shadow systems. In this session, Huron will provide practical approaches to ensure CRM relationships are managed appropriately through security and accountability measures.

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Session 8882 – “Three Ways to Stay Sharp Ahead of a Salesforce Transformation”

Mon. Mar. 14 11:30 AM – 12:30 PM PDT -  Room 210                  Salesforce      Huron Consulting Group

 

Recruiting, admissions and philanthropy at colleges and universities are all rapidly changing to better account for the student and alumni experience. As you continue to strive for greater student success, focusing on three key areas to transform with Salesforce will help your team stay sharp. Improving your organization's data governance, promoting specific staff upskilling or reskilling, and creating a culture of continuous improvement carry benefits that can help build resilience in your organization. Join experts from the Huron team to learn more about what steps to take for a successful Salesforce transformation.

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Session 8925 - “See Data in New Ways, Discover Insights, Unlock Endless Possibilities: The value of Oracle’s Cloud for Higher Education”

Mon. Mar 14 11:30 AM – 12:30 PM PDT - Room 608                                       Oracle

Oracle has been committed to higher education from its inception and in the intervening 40+ years has gone on its own, incredible journey of continuous innovation, changing how institutions use technology to support nearly every aspect of their business from teaching, learning, and research, to student recruitment and even back-office operations.  Change, however, has accelerated in the past decade shifting Oracle from a technology vendor to a true cloud partner.  This shift and the resulting creation of the Oracle Cloud for Higher Education have profound implications for colleges and universities and how they deliver services to stakeholders.  In this session, led by a panel of Oracle executives representing each product area, we will share insights into and demo the power of Oracle’s complete stack for higher education.

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Session 8910 – “Realizing the value of an integrated recruitment and admissions solution with Salesforce”

Tue Mar. 15 2:00 – 3:00 PM PDT -  Room 213                                        Salesforce  - Deloitte

This session provides an overview of an integrated recruitment and admissions feature of a Student Relationship Management system powered by the Salesforce platform.  You will learn how an institution can manage the prospective applicant relationship, collaborate across departments, analyze admission data, perform recruitment / marketing activities, and social media with an integrated platform.

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Next Up – Service Centers


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