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Rebecca Joffrey

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RE: Enterprise CRM Group News and Events!

Posted By Rebecca Joffrey 03-04-2025 05:49:08 PM
Found In Egroup: Enterprise CRM \ view thread
The torch has been passed! Meredith, ChrisF, ChrisT, Hema and TJ, thank you for adding energy to this group and taking the community forward! Becky Rebecca Joffrey IT Director of Strategy & Innovation Cornell University 802-373-1604

RE: Slate Routing Applications for Siggnatures

Posted By Rebecca Joffrey 11-24-2024 03:46:29 PM
Found In Egroup: Enterprise CRM \ view thread
Hi everyone, here are some thoughts from our Slate team at Cornell: On the undergraduate side, we have a very complex reader workflow set up in Slate that has unique sets of rules for each of our 8 colleges along with corresponding reader forms that require different touch points and sign-offs. And our ...

RE: Innovation frameworks

Posted By Rebecca Joffrey 09-09-2024 09:46:36 AM
Found In Egroup: CIO \ view thread
Hi Teri and Nik, I would be interested in joining this discussion if you are open to that. Thanks, Becky Rebecca Joffrey IT Director of Strategy & Innovation Cornell University 802-373-1604

Welcome new Steering Committee members!

Posted By Rebecca Joffrey 09-01-2024 01:36:00 PM
Found In Egroup: Enterprise CRM \ view thread
Dear Educause CRM Community Group Members, We are excited to announce the new steering committee for our community! In response to our call for nominations, we received five outstanding volunteers. Given their exceptional qualifications and enthusiasm, we decided to welcome all five nominees to ...

Welcome new Steering Committee members! Attachments

Posted By Rebecca Joffrey 09-01-2024 01:35:57 PM
Found In Library: Enterprise CRM

RE: IT utilizing Salesforce to engage with our "customers"?

Posted By Rebecca Joffrey 08-27-2024 11:22:53 PM
Found In Egroup: Enterprise CRM \ view thread
This is a really good topic. This is something I have often wondered. I like that you are distinguishing between ITSM related activities and other kinds of engagement. We have not entered this space at Cornell but, if we did, I think it would be to support the following areas: Governance – intake ...

Enterprise CRM Community group-LEADERSHIP NOMINATIONS!

Posted By Rebecca Joffrey 07-29-2024 12:18:00 PM
Found In Egroup: Enterprise CRM \ view thread
This Educause Community was founded in 2022 with the goal of educating members about the challenges and opportunities of CRM. Carrie, Loren, and I have enjoyed leading the group's formation and activities online and at the annual Conference. We have grown this from an initial idea to group membership ...

RE: Anyone Using Raiser's Edge (or RE NXT) as a Campus Wide CRM Solution?

Posted By Rebecca Joffrey 03-27-2024 02:05:00 PM
Found In Egroup: Enterprise CRM \ view thread
Your sentence below is so well phrased! I suppose that's what a Ph.D. will do – spark the perfect articulation of a concept. Anyway, how are you?? I won't be going to the Ed Summit. Too bad. I've been put in charge of AI and a bunch of things... it's fun but taking up all my time!! ...

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Rebecca Joffrey 02-11-2024 08:08:00 AM
Found In Egroup: Enterprise CRM \ view thread
Thank you Scott!! Rebecca Joffrey Cornell University Director, Digital Innovation & Strategy (802) 373-1604

RE: Chatbots for Support

Posted By Rebecca Joffrey 02-07-2024 09:57:00 AM
Found In Egroup: CIO \ view thread
Hi Mike – as you think about this ChatBot space, a good model is provided by a company called Qualified. Their approach is "conversation design" which is more holistic and needs oriented than the typical approach of writing a chatbot script which often ends up being process oriented. You can glean a ...

RE: Communication governance

Posted By Rebecca Joffrey 02-06-2024 06:47:00 AM
Found In Egroup: Enterprise CRM \ view thread
Can you be more specific about what governance would be about? At Cornell, we have a process that sequences onboarding, tries to get people in similar roles to share Business Units, makes sure they are onboarded to an enterprise preference center, and that segments out very high volume use cases (e.g. ...

RE: Communication governance

Posted By Rebecca Joffrey 02-04-2024 04:35:00 PM
Found In Egroup: Enterprise CRM \ view thread
Hi all – just checking in case I missed something. Did a meetup on this topic of Preference Center demos get organized? Thx! Becky (Cornell University)

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Rebecca Joffrey 12-15-2023 04:00:00 PM
Found In Egroup: Enterprise CRM \ view thread
This are great insights. Thanks all for sharing!

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 07:48:00 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 12:23:00 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 ...