1. Beyond CRM Platform VS Application

2. Platform VS Application • Sales Force Not your grandmother’s CRM …. engagement platform beyond traditional CRM • How is it different? • Integrates and collects data at multiple touch points, not just one transactional domain • Engages the target and expands functionality to them - mobile, collaborative, and cool • Goes beyond CRM • Workflow/Triggers/Reporting/DB

3. Force.com • Build bridge applications to stay aligned with ERP roadmaps • Workday – Tuition Benefits example • Address the “gap” and reduce proliferation of point solutions apps • Student housing selection (future) • Emergent database/workflow/reporting needs • Reduce security risks and $$ from shadow systems

4. App Exchange • SalesForce AppExchange • Community and commercial market place • Broad range of app capabilities, plug and play, • Speed to launch, easy integration, scalable Is this the new direction (Google AppExchange, SF AppExchange) for innovation and cohesive services?

5. Opportunities • SF Higher Ed Advisory Committee • Grant project to develop next generation student portal (single pane) • Other opportunities for higher edto develop new solutions? • Admissions platform • Alumni engagement • Gamification • Others?

6. Challenges and Considerations Identity Management and MDM Establishing understanding and a plan of how these systems relate is critical! Core Apps and Systems of Record SF Platform and CRM Enterprise Reporting and BI

7. Challenges and Considerations • Licensing Costs • Incredibly cheap to start local/small, incredibly expensive to expand enterprise-wide • Can schools work collectively to change the license model? • Portability • One way path, limited transportability and exits • Boil the Ocean vs Grow Organically and Rebuild