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Rebecca Joffrey

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Higher Ed Dreamin 2023 session recordings

Posted By Rebecca Joffrey 11-13-2023 09:04:59 PM
Found In Library: Enterprise CRM
Higher Ed Dreamin' is a community-led event put on by higher ed for higher ed. This one-day virtual event is an opportunity to collaborate, network, and learn from our colleagues at all Salesforce experience levels. Sessions are recorded.

Higher Ed Dreamin 2023 session recordings

Posted By Rebecca Joffrey 11-13-2023 09:04:50 PM
Found In Library: Enterprise CRM
Higher Ed Dreamin' is a community-led event put on by higher ed for higher ed. This one-day virtual event is an opportunity to collaborate, network, and learn from our colleagues at all Salesforce experience levels. Sessions are recorded.

Educause CRM Vision & Strategy Sharing

Posted By Rebecca Joffrey 11-13-2023 08:54:21 PM
Found In Announcements
Join us to hear different perspectives on enterprise CRM: Carrie Marcinkevage, Penn State, on their Enterprise CRM strategy and Architecture Miten Davda, Humber Institute, on their CRM Centre of Excellence Michael Swartley, James Madison, on the early stages of CRM implementation

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Rebecca Joffrey 11-13-2023 07:47:35 PM
Found In Egroup: Enterprise CRM \ view thread
@carriemarcinkevage – you are the best! Thank you for scheduling this. This is the date of our team holiday party but I can attend the first half hour. Thank you! I can also post this in the group as an event notification. Becky

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Rebecca Joffrey 11-06-2023 08:37:00 AM
Found In Egroup: Enterprise CRM \ view thread
Hi Hema, I am happy to share our approach at Cornell using Salesforce. The principles will be similar. Could you email me at rj283@Cornell.edu and we can schedule a meeting. Does anyone else want to share their Enterprise CRM Strategy (maybe some non-Salesforce examples?) Once scheduled, ...

RE: Web Development Company / Contract

Posted By Rebecca Joffrey 10-27-2023 12:23:03 PM
Found In Egroup: CIO \ view thread
I love this company: https://flannelbrand.com/education/

Enterprise CRM Community Group discussion summary

Posted By Rebecca Joffrey 10-16-2023 03:44:00 PM
Found In Egroup: Enterprise CRM \ view thread
Here are some takeaways from today's discussion with James Madison University about how to negotiate trust issues with an advancement CRM implementation. TIPS TO ENCOURAGE DATA SHARING link to the recording 1. Emphasize the point of a CRM for shared view of a constituent data – separate systems ...

Enterprise CRM PopUp: Building Trust in your CRM implementation

Posted By Rebecca Joffrey 10-16-2023 03:38:06 PM
Found In Library: Enterprise CRM
Here are some tips from the 10/16/23 discussion focused on a listserv question posed by James Madison about how to negotiate trust issues with an advancement CRM implementation. I'm sure they are not alone.

REMINDER: Enterprise CRM Pop Up on Monday at 4pm EST

Posted By Rebecca Joffrey 10-15-2023 10:11:00 PM
Found In Egroup: Enterprise CRM \ view thread
This CRM popup was orginally scheduled in September but moved to tomorrow. I hope you can join us! The session will be recorded. James Madison recently posed a question to the group about how to negotiate trust issues with an advancement CRM implementation. I'm sure they are not alone. Let's come together ...

CANCELLED.-- Today's Enterprise CRM Popup at 4:00 (will be rescheduled)

Posted By Rebecca Joffrey 09-18-2023 07:01:00 AM
Found In Egroup: Enterprise CRM \ view thread
Hi everyone, I had scheduled a PopUp meeting today at 4:00 EST. The meeting is cancelled and will be rescheduled. Apologies for the change. The meeting will be recorded for those who are unable to attend. Becky ------------------------------ Rebecca Joffrey Technology Innovation Officer ...

RE: Enterprise CRM Pop Up on Monday 9/18/23 at 4:00 EST

Posted By Rebecca Joffrey 09-18-2023 06:56:56 AM
Found In Egroup: Enterprise CRM \ view thread
Hi all, the Enterprise CRM PopUp mentioned below is going to be rescheduled. I will let you know new day and time soon. The session will be recorded. ------------------------------ Rebecca Joffrey Technology Innovation Officer Cornell University ------------------------------

RE: Slate for Student Success

Posted By Rebecca Joffrey 09-07-2023 11:12:52 AM
Found In Egroup: CIO \ view thread
Invite sent!

Enterprise CRM Pop Up on Monday 9/18/23 at 4:00 EST

Posted By Rebecca Joffrey 09-05-2023 12:08:00 PM
Found In Egroup: Enterprise CRM \ view thread
James Madison recently posed a question to the group about how to negotiate trust issues with an advancement CRM implementation. I'm sure they are not alone. Let's come together and brainstorm: Rules of engagement? Shared data? Bring your ideas and suggestions! Zoom link is below. If you email me at ...

Enterprise CRM Pop Up -- TO BE RESCHEDULED

Posted By Rebecca Joffrey 09-05-2023 12:01:17 PM
Found In Announcements
James Madison posed a question to the group about how to negotiate trust issues with an advancement CRM implementation. I'm sure they are not alone. Let's come together and brainstorm: Rules of engagement? Shared data? Bring your ideas and suggestions! Zoom link is below. If you email me at rj283@cornell.edu, ...

RE: Enterprise communications and events

Posted By Rebecca Joffrey 08-31-2023 05:49:57 AM
Found In Egroup: Enterprise CRM \ view thread
Hi Robin – this sounds like a great opportunity for a pop up discussion with the group. Cornell has had a central Salesforce implementation in place for about 7 years for advising and we have recently added Marketing Cloud and corporate engagement. We are just beginning to think about an advancement ...

RE: CRM for online student advising?

Posted By Rebecca Joffrey 08-03-2023 01:12:58 PM
Found In Egroup: Enterprise CRM \ view thread
Hi Gregory – This group is a great place to discuss your question about solution options. It seems to me that the choices are whether a targeted purpose-built solution, like Dishti describes, or an enterprise CRM system like Salesforce is better for your particular situation. If it's the first, ...

RE: Enterprise CRM call Wednesday, June 15, 4-5 Eastern: Just Getting Started? Let's Chat!

Posted By Rebecca Joffrey 06-13-2023 12:21:42 PM
Found In Egroup: Enterprise CRM \ view thread
Hi Amy, Welcome to the group!! This week's meeting on 6/14/23 was about Change Management and it has been cancelled. The call you are referring to was last summer and the recording is in the Library tab. Let me know if you're not finding it. A reminder to all that there is some good content in ...

June 21 Call cancelled

Posted By Rebecca Joffrey 06-12-2023 06:58:00 AM
Found In Egroup: Enterprise CRM \ view thread
Hi all, The meeting for 6/21 about Change Management has been cancelled. We will reschedule it for a later date, likely in the Fall. The July 19 meeting is still happening and I hope you can attend! Discourse Analytics will talk about their product that ingests LMS data to develop an archetype (cool ...

RE: Campus mobile solution

Posted By Rebecca Joffrey 05-24-2023 09:07:32 AM
Found In Egroup: CIO \ view thread
Hi Loren, Cornell is using Salesforce Experience Cloud with Salesforce Mobile Publisher and it works well. I have some theories about student apps – here is a rough attempt at listing them out. Here are some slides that show how Cornell planned and implemented our mobile app for students. The app ...

Link to last week's presentation on digital operations and preference centers

Posted By Rebecca Joffrey 04-25-2023 11:39:01 AM
Found In Egroup: Enterprise CRM \ view thread
Here is the link to last week's presentation by Horizontal Digital. Recording (start watching at the 19:30 mark) Onstage & Backstage: composing your digital operations for connected experiences Connected digital experiences create greater possibilities between your institution and its constituent ...