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Rebecca Joffrey

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Posted By Rebecca Joffrey 07-28-2022 12:46:53 PM
Found In Egroup: Enterprise CRM
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Hi Connie – we're planning to evaluate the native SF backup solution but haven't done so yet. Would love to hear what others think of it. Becky
Posted By Rebecca Joffrey 07-20-2022 02:43:19 PM
Found In Egroup: Enterprise CRM
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Hi Loren, We do have links to other systems from our mobile app at Cornell and there were cases when we did need to pass the credentials along but from a Drupal site to SF, not to other enterprise systems like Canvas. I recall it was complex to figure out because of Drupal, not Salesforce. It has ...
Posted By Rebecca Joffrey 07-20-2022 02:39:09 PM
Found In Egroup: Enterprise CRM
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Hi Bethany, Cornell is tackling this in a manner similar to Brian. We do not plan to integrate data between Salesforce orgs but instead put it into a data repository and push to systems that need the data (Salesforce orgs or other systems). Becky Joffrey Cornell University
Posted By Rebecca Joffrey 06-27-2022 02:30:51 PM
Found In Egroup: Enterprise CRM
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Hi all, Below are updates from the 6/15/22 session called: Just Getting Started? Let's Chat! I've updated the documents below. Slides and recording are stored in the files for this community group and also linked below. THINGS WE LEARNED - A running list of meeting insights - UPDATES INCLUDED ...
Posted By Rebecca Joffrey 06-27-2022 02:24:32 PM
Found In Library: Enterprise CRM
This is a recording of a meeting on 6/15/22 called Just Getting Started? Let's Chat! DISCUSSION AGENDA Different models for "getting started" – GROUP BRAINSTORM Surface area of need Data first/Analytics first/Marketing first… Governance SIPOC What not to do (such as buying ...
Posted By Rebecca Joffrey 06-27-2022 02:21:42 PM
Found In Library: Enterprise CRM
These slides were show during a discussion about how to get started with CRM at your institution. The slides provide a few different models for bringing people along. See the recording for this session for more information or contact Rebecca Joffrey at rj283@cornell.edu.
Posted By Rebecca Joffrey 06-13-2022 10:35:36 AM
Found In Egroup: Enterprise CRM
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Hi all, Don't forget! This Wednesday, June 15, from 4-5 Eastern, Carrie Shumaker (University of Michigan – Dearborn, CIO) and I will host a session for people who want advice on how to get started with CRM at their institution. Here is an agenda. I hope to see you there! AGENDA Different ...
Posted By Rebecca Joffrey 05-24-2022 02:34:03 PM
Found In Egroup: Enterprise CRM
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Cornell is hiring a Salesforce developer! This person would join a talented enterprise technology team to participate in the design, configuration, and rollout of Salesforce to power the university's innovation in research, student engagement, and corporate fundraising. The position can be remote. Interested ...
Posted By Rebecca Joffrey 04-25-2022 07:15:07 AM
Found In Egroup: Enterprise CRM
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Cornell is hiring a Marketing Cloud Administrator. This person would join a talented enterprise technology team in time to participate in the design, configuration, and rollout of the Marketing Cloud system that will power the university's innovation in research, the student experience, and fundraising. ...
Posted By Rebecca Joffrey 04-20-2022 12:30:14 PM
Found In Egroup: CIO
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It's that first one that is intriguing... thanks! Rebecca Joffrey Technology Innovation Officer Cornell University (802) 373-1604
Posted By Rebecca Joffrey 04-20-2022 12:05:18 PM
Found In Egroup: CIO
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I'm fascinated by this. Tim and others, what is the thinking behind this kind of partnership? Thanks for sharing, Becky Rebecca Joffrey Technology Innovation Officer Cornell University (802) 373-1604
Posted By Rebecca Joffrey 04-15-2022 04:02:10 PM
Found In Egroup: Enterprise CRM
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Yesterday's networking kickoff was a small group and a big success! Check out the documents below to find out what you missed. We will continue using this format to capture future meeting discussions. THINGS WE LEARNED - A running list of meeting insights THINGS WE NEED - A running list of resources ...
Posted By Rebecca Joffrey 04-14-2022 02:32:11 PM
Found In Egroup: Enterprise CRM
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Hi Rama, Thanks for reaching out! We are trying to collect these very stories into sharable resources. A really good start is the Enterprise CRM Community Group Library and specifically this Google folder with some recordings of Cornell, Florida State and University of Michigan – Dearborn talking ...
Posted By Rebecca Joffrey 04-11-2022 08:02:58 AM
Found In Egroup: Enterprise CRM
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April 13 – Networking kickoff 4:00 – 5:00 pm EST https://cornell.zoom.us/j/99077438716?pwd=cGU3SjBpemNEUzZvWm05ZWFtejNYdz09 Let me know if you have any questions! Becky ------------------------------ Rebecca Joffrey Technology Innovation Officer Cornell University ------------------------------
Posted By Rebecca Joffrey 03-30-2022 12:36:42 PM
Found In Egroup: Enterprise CRM
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Yes – thanks for the question! April 13 – Networking kickoff 4:00 – 5:00 pm EST https://cornell.zoom.us/j/99077438716?pwd=cGU3SjBpemNEUzZvWm05ZWFtejNYdz09 May 18 – Working with a vendor and RFPs (hosts: Carrie Shumaker and Loren Malm) 4:00 – 5:00 pm EST https://cornell.zoom.us/j/9907743871 ...
Posted By Rebecca Joffrey 03-30-2022 12:19:53 PM
Found In Egroup: Enterprise CRM
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Hello Enterprise CRM Community members! It's time to get some meetings on your calendars! We'll start with a Networking kickoff on April 13. The goal is to meet one another and have a discussion about the challenges we face in the CRM space. After that, please hold the 3rd Wednesday of ...
Posted By Rebecca Joffrey 03-03-2022 03:53:01 PM
Found In Egroup: Enterprise CRM
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Here is a library link that will take you to the recording and slides from today's popup session: How I am implementing Salesforce featuring Cornell, University of Michigan-Dearborn, and Florida State University.
Posted By Rebecca Joffrey 03-03-2022 03:36:13 PM
Found In Library: Enterprise CRM
This folder will take you to slides, recording and chat transcript from the 3/3/22 popup session: How we are implementing Salesforce, hosted by Cornell, University of Michigan-Dearborn, and Florida State University.
Posted By Rebecca Joffrey 03-02-2022 12:22:20 PM
Found In Egroup: Enterprise CRM
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And here is the Zoom link (also available in the Announcements section of the Enterprise CRM community group) -- hope you can join us: Thursday, 3/3/22 4:00-5:00pm EST https://cornell.zoom.us/j/97442015148?pwd=ckVJSkRtTVQ4OHFxMjhXUU5MZk1mZz09