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“How To” Put Students
at the Center of Service
Shea Lewis
Kathy Lueckeman
A Customer Success Webinar to Help You
Connect With Your Students in a Whole New Way
/Salesforce.comFoundation
@SFDCFoundation
Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-
looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of
product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments
and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and
any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,
and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling
non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the
financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form
10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the
Investor Information section of our Web site.
Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
Today
Mobile
100x1x 1,000x10x
1980s
Phone
1990s
Multi-Channel
Web Self-service
Expectations of Student Service Have Changed
2000s
Social
Become a Connected Campus:
Put Your Students at the Center
360° student view
Communicate more
effectively
Ensure student
success
Recruit the right
students
Raise
more funds
Setting up Salesforce for Student Service to
Automate Work and Improve Business Processes
Email-to-Case
Set Up
Business Process
Improvement
Analysis
Business Goal
Alignment
Continuous
Improvement
Case Reports and
Dashboards
Volume
Quality
Productivity
Case Automation
Accountability
Data Collection for
Behavioral Drivers
Email Alias Redirect
Email	
  
Comparative Data
Behind every is a studentCase
device
inquiry
application
app
post
donation
chat
case
community
Demo
Help Your Managers Make Informed Decisions
Frequency, Trends and Spikes
- Many students have the same question
- A question is asked every term at the same time
- Every year on the same date, volume increases
1.  Clear, consistent communications
2.  Proactive service
3.  Appropriate staffing
Keep track of your business with powerful analytics to
improve performance
Analytics Mobile
Motivate &
Perform
"Measurement is the first step that leads to control
and eventually to improvement.
If you can't measure something, you can't understand
it.
If you can't understand it, you can't control it.
If you can't control it, you can't improve it.”
- H. James Harrington
CEO of the Harrington Institute
Author and Business Process Improvement Expert
'How To' Put Students at the Center of Service webinar

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'How To' Put Students at the Center of Service webinar

  • 1. “How To” Put Students at the Center of Service Shea Lewis Kathy Lueckeman A Customer Success Webinar to Help You Connect With Your Students in a Whole New Way /Salesforce.comFoundation @SFDCFoundation
  • 2. Safe Harbor Safe harbor statement under the Private Securities Litigation Reform Act of 1995: This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward- looking statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments and customer contracts or use of our services. The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of growth, interruptions or delays in our Web hosting, breach of our security measures, the outcome of any litigation, risks associated with completed and any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain, and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling non-salesforce.com products, and utilization and selling to larger enterprise customers. Further information on potential factors that could affect the financial results of salesforce.com, inc. is included in our annual report on Form 10-K for the most recent fiscal year and in our quarterly report on Form 10-Q for the most recent fiscal quarter. These documents and others containing important disclosures are available on the SEC Filings section of the Investor Information section of our Web site. Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.
  • 4. Become a Connected Campus: Put Your Students at the Center 360° student view Communicate more effectively Ensure student success Recruit the right students Raise more funds
  • 5. Setting up Salesforce for Student Service to Automate Work and Improve Business Processes Email-to-Case Set Up Business Process Improvement Analysis Business Goal Alignment Continuous Improvement Case Reports and Dashboards Volume Quality Productivity Case Automation Accountability Data Collection for Behavioral Drivers Email Alias Redirect Email   Comparative Data
  • 6. Behind every is a studentCase device inquiry application app post donation chat case community
  • 8. Help Your Managers Make Informed Decisions Frequency, Trends and Spikes - Many students have the same question - A question is asked every term at the same time - Every year on the same date, volume increases 1.  Clear, consistent communications 2.  Proactive service 3.  Appropriate staffing Keep track of your business with powerful analytics to improve performance Analytics Mobile Motivate & Perform
  • 9. "Measurement is the first step that leads to control and eventually to improvement. If you can't measure something, you can't understand it. If you can't understand it, you can't control it. If you can't control it, you can't improve it.” - H. James Harrington CEO of the Harrington Institute Author and Business Process Improvement Expert