How to increase adoption with appreciate inquiry process for CRM projects

As a CRM Leader or Salesforce admin, deploying new products, features in Salesforce at the end of the day boils down to effective change management…

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How to avoid costly time delays on building custom applicant portals for Higher Ed and deliver quickly

Due to a decision to move California State University, Monterey Bay’s web content management system from Drupal to TerminalFour, a new solution for our applicant…

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Summer 21 features for Higher Ed that will make your admission, marketing, Student Community, service, and IT team happy, do more, and prevent problems

If you are in Higher Education using Salesforce CRM, my post below talks about specific features in summer 21 for admissions, service, marketing, Student community,…

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EASY as 1,2,3: Best Practices for Implementing Free, Open-Source EASY Solution for Student Applications

We implemented EASY, an open-source solution for building applications (think admissions applications, not an app in Salesforce 😁), and it has been a great tool….

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Spring 21 features for Higher ed that will make your admissions, marketing, service, and IT team happy, do more, and prevent problems

If you are a Higher Education user using Salesforce, Here is my blog on spring 21 which will help your admissions, marketing, service teams do…

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Enable your Prospective students to complete checklists on time with their applications and make your admission teams smile using Salesforce

If you are in Higher education and have application checklists and do not have a marketing automation tool like marketing cloud , my post provides…

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4 New features for free Higher Ed should use right away which will make your admissions, Student success teams jump with Joy in Winter 21

If you are a higher ed user using Salesforce, one of the heavily cluttered pages is your application, program, and custom objects pages. All these…

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Summer 20 release features for Higher Ed which will help your admissions, marketing, advising and IT teams do more, prevent problems and make decisions

If you are in Higher Ed using Salesforce, I have listed features in Summer 20  that would help your admissions, marketing, IT teams do more,…

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Optimize Your College and University Form Organization with Salesforce Knowledge Base

Efficiency is key to meeting the needs of your students, especially when it comes to helping them navigate complex processes like transfer evaluation and enrollment….

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5 things to consider when you plan to implement work.com in your org for Higher Ed.

If you are a Higher Ed Institution using Salesforce,  with COVID 19,  there is a need to safely open your campus,  maintain employee safety, and…

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