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Beyond CRM Platform VS Application

Beyond CRM Platform VS Application. 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

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Beyond CRM Platform VS Application

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  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

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