Connected Campus CRM
Transforming the prospect & student engagement experience
Salesforce, NAU’s primary prospect and student engagement tool is being expanded to provide consistent and effective recruitment and application experiences. The first phase of this project is to create effective tools for the teams that engage with and support the Graduate, Online, Personalized Learning, and Community Campus Prospects.
At its core, the Connected Campuses project supports the One NAU Side by Side initiatives and the student success and access strategic goal.
What? Accordion Open
What is the scope of the change?
For the first phase, to maximize the effectiveness of recruitment efforts, all impacted groups will need to adapt business processes to match the new Salesforce architecture.
NAU has purchased a second instance of Salesforce and Marketing Cloud. The first step is to implement the new Salesforce environments and adjust how data integrates with existing systems.
What would happen if we didn’t make this change?
NAU’s vision of personalized attention to student success cannot be achieved without this change. We would not be able to utilize the metric based, intelligent decision-making opportunities this change will bring to NAU.
Why? Accordion Closed
Why is this change being made?
The landscape of higher education is changing. As it changes NAU must adapt as well or we will no longer be able to meet our mission to enrich lives and create opportunities in Arizona and beyond. We must create effective ways to share educational opportunities to prospective students beyond the traditional high school student.
How? Accordion Closed
How is this change being implemented?
This change is being implemented through a highly collaborative effort involving staff from Enrollment Management and Student Affairs (EMSA), Information Technology Services (ITS), University Marketing, and Salesforce Consulting. Additional groups may be added as the project moves forward. The project is being formally managed by ITS, with a dedicated development team and a functional leads team comprised of business analysts from both EMSA and University Marketing (see our project governance structure for more detailed information). Core project teams are in regular meetings to ensure the project is on track for our implementation date.
How will our day-to-day processes change?
Currently, for most of NAU faculty, staff, and students, there is no expectation that day-to-day changes will happen. Significant business process changes are expected for NAU staff members who regularly engage with our prospects and University Marketing who are making data-based decisions about how to best engage our diverse population of prospects. These changes will continue to be defined and vetted by all Stakeholders as the process continues.
How will Salesforce be different after Phase 1?
Graduate, Online, Personalized Learning, and Connected Campus Prospects will be connected with our NAU Prospect Engagement Team through the new Salesforce setup. All Flagstaff Mountain Traditional Prospects will continue to engage with NAU through our current system. When a Graduate, Online, Personalized Learning, and Connected Campus Prospects begin their application they will move back into our current Business Processes.
How long will it take to implement the change?
Work on the Salesforce redesign began in Fall 2018 and is now moving into high gear. Our EMSA, ITS, and Marketing teams are all working closely with our Salesforce business partners to ensure we are meeting our goal of implementation in Fall 2019.
When? Accordion Closed
When will we know if the change was successful?
This change is an iterative process that will continue to grow and improve as we do, but an early objective is to successfully send communications to the targeted groups and track their progress towards application.
Who? Accordion Closed
Who is most impacted by the redesign of Salesforce for Phase I?
- University Marketing
- Project Team Members
- Students, Faculty, and Staff (General Users)
Who represents my area on the project team?
- Please review our Connected Campus CRM Project Governance page for additional information on your area’s project representative.