salesforce @ cardiff university april 6, 2011 simon parker
TRANSCRIPT
Salesforce @ Cardiff University
April 6, 2011Simon Parker
Agenda
University Overview
Salesforce @ Knowledge Transfer Centre
Salesforce @ Centre for Lifelong Learning
Contact information
Cardiff University
With over 28,000 students and 6,000 staff, the Cardiff University
academic community is the size of a small town.
It is a community with an annual turnover of £429 million.
Research is undertaken in each of the 28 Schools, and at any one
time there are more than 1,700 research contracts in operation.
The University has over 5,000 study bedrooms in 14 residences.
Some 8,200 students graduate each year.
Knowledge Transfer Centre
KTC Background– Strategic review set the goal of extending knowledge transfer
activity across the School– Set up a “School wide” KTC, making more of the School’s
expertise and facilities available
KTC Purpose– Help Welsh companies to produce better products and services
thereby improving their competitiveness– Stimulate the Welsh Economy
Connecting Industry with the KTC
Performance Engineering
[email protected] 874 314
SeminarsDemos
NetworkingEventsIndustry
Forums
ConferencesDirect
Marketing
EnvironmentGreen
Communications
Talib Mahdi029 2087 [email protected]
Daniel Mitchard029 2087 [email protected]
Michael Casbon029 2087 [email protected]
Simon ParkerCentre Director
Operational Model
• Seminars• Demonstrations
• Scoping Discussions•Diagnostic Interviews • Collaborative R&D
• Assistance with Innovation and R&D
• New or improvedproducts, processes
or services• Investment induced• Gross jobs created
Performance Indicators
Outputs
Results
System needs
Capture and manage contacts, events, leadsMonitor targets and resultsSimple to usePlatform independentPortable and mobileEasy to configure and customiseQuick to get up and running
The Search
One internal custom CRM system
Explored:– Microsoft solution integrated with Outlook– Highrise– Salesforce
Why Salesforce?
Simple – web based, zero setup costs
Easily customised
Pay per person per month
Attractive 80% HE discount
Mobile option
Fujitsu support
Already being looked at by University IT Group
Demo
Demo
Demo
Cardiff Centre for Lifelong Learning
Salesforce Migration
Centre for
Lifelong Learning
Cardiff Centre for Lifelong Learning co-ordinates, develops and promotes the University’s lifelong learning activities and offers a clear gateway into the University for those unfamiliar with what we can offer.
The Centre provides around 400 Lifelong Learning Courses a year. Continuing Professional Development (CPD) provides short courses for business, public sector employers and the individual. We also provide business language training at all levels, including translation services and interpreters.
Background
Access database• Initially designed as simply a contact management system• Difficult to spot duplication• Hard to identify contacts from the same organisation• No effective tracking of contact made – meetings, mailings etc• Difficult to track contacts / run reporting • Only one user at a time
Number of different places to store information • Enquiries• Bookings• Financial reporting
Tracking of tasks
Investigated a number of different solutions, including:• New Access database• Microsoft Dynamics• Zipporah bespoke system – very expensive• Protime – seemed more for SMEs
Decided on Salesforce• Used by other areas of the University• Multi user, remote access• Good price• Customisable• No need for server to host the system
The Search
System Needs
Detailed planning ensured that system would meet our requirements:• Identifying current processes and sources of information• Highlighting areas that worked and areas that could be improved• Identifying information currently collected and what could be
useful in future• Agreeing key reporting metrics
Utilised:• Internal planning sessions• Externally facilitated sessions• Fujitsu Quickstart questionnaire
Needed the system to cover both CRM and event management
Salesforce
Events Attended
Enquiries Course Evaluation
CPD Network
Preparation Checklists for Course
Trainer Evaluation
Funding spent
Reminders / Follow ups
Mailings (post and email)
Delegate List
Post course Finance Checklists
Trainer Invoice Information
Course Statistics
Course bookings
Trainer database
Demo
Demo
Demo
RESOURCES
Resources
Fujitsu SaaS site + webinar recording – http://www.fujitsu.com/uk/services/application-services/saas/crm-
higher-education.html
Salesforce Foundation Web site – http://foundation.force.com/
Donated licences signup – http://salesforcefoundation.org/default-trial-signup
25FUJITSU EYES ONLY