schiller int. university salesforce. enhanced workflow lead opptycont cold hot … sent (2 nd )info...

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Schiller Int. University SALESFORCE

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Schiller Int. University

SALESFORCE

Enhanced Workflow

LEAD OPPTY CONT

Cold

Hot

Sent (2nd )info request

Called back

WON [Applied/Paid]

LOST [why?]

Student Personal & Acquisition Record

Custom Lead Views

Chatter• What is Chatter• Collaboration with remote colleagues• Keeping track of info flow• Sharing documents

Reports & Dashboard

Web-to-leads• « Queues » (= Teams)

Email Templates

Cases/Solutions• Case: Recurrent request from

students« How do I …? »• Solution: standard & ready-made &

corporate (consistent) answer

• Social media bridge: http://dl.dropbox.com/u/13232009/Twitter%20Final.mp4

Products« PRODUCTS »: A BUILT-IN OBJECT (SF STANDARD)COULD BE USED FOR SIU PROGRAMSTHIS WAY INFOR RE PROGRS CAN BE QUICKLY RETRIEVED (AND SENT TO PERSP STUDENTS BY S-DOCS)