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Rebecca Joffrey

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Posted By Rebecca Joffrey 03-04-2025 05:49:08 PM
Found In Egroup: Enterprise CRM
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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
Posted By Rebecca Joffrey 11-24-2024 03:46:29 PM
Found In Egroup: Enterprise CRM
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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 ...
Posted By Rebecca Joffrey 09-09-2024 09:46:36 AM
Found In Egroup: CIO
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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
Posted By Rebecca Joffrey 09-01-2024 01:36:00 PM
Found In Egroup: Enterprise CRM
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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 ...
Posted By Rebecca Joffrey 09-01-2024 01:35:57 PM
Found In Library: Enterprise CRM
Posted By Rebecca Joffrey 08-27-2024 11:22:53 PM
Found In Egroup: Enterprise CRM
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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 ...
Posted By Rebecca Joffrey 07-29-2024 12:18:00 PM
Found In Egroup: Enterprise CRM
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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 ...
Posted By Rebecca Joffrey 03-27-2024 02:05:00 PM
Found In Egroup: Enterprise CRM
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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!! ...
Posted By Rebecca Joffrey 02-11-2024 08:08:00 AM
Found In Egroup: Enterprise CRM
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Thank you Scott!! Rebecca Joffrey Cornell University Director, Digital Innovation & Strategy (802) 373-1604
Posted By Rebecca Joffrey 02-07-2024 09:57:00 AM
Found In Egroup: CIO
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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 ...
Posted By Rebecca Joffrey 02-06-2024 06:47:00 AM
Found In Egroup: Enterprise CRM
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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. ...
Posted By Rebecca Joffrey 02-04-2024 04:35:00 PM
Found In Egroup: Enterprise CRM
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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)
Posted By Rebecca Joffrey 12-15-2023 04:00:00 PM
Found In Egroup: Enterprise CRM
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This are great insights. Thanks all for sharing!
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.
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.
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
Posted By Rebecca Joffrey 11-13-2023 07:48:00 PM
Found In Egroup: Enterprise CRM
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@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
Posted By Rebecca Joffrey 11-06-2023 08:37:00 AM
Found In Egroup: Enterprise CRM
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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, ...
Posted By Rebecca Joffrey 10-27-2023 12:23:00 PM
Found In Egroup: CIO
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I love this company: https://flannelbrand.com/education/
Posted By Rebecca Joffrey 10-16-2023 03:44:00 PM
Found In Egroup: Enterprise CRM
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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 ...