So, You Know You Need a CRM. Now What?

Tuesday, October 26 | 8:30AM–11:30AM ET | 107AB, 100 Level
Viewing Location: Philadelphia
Session Type: Industry Led
Delivery Format: Preconference Workshop Session

Expectations of higher education institutions are changing fast, and the time has come for colleges and universities to radically change the ways they engage, collaborate, and communicate with constituents. A CRM establishes the digital foundation for a connected experience by creating a consolidated view of every constituent and providing a platform to manage day-to-day student activities and interactions. For student success, enrollment, marketing, and IT leaders, this workshop will help you get your arms around what’s happening with CRM at your institution. We’ll feature customers who have realized success with Salesforce and provide a means to collaborate and learn in an interactive workshop setting. Workshop participants will explore different approaches to starting with CRM or expanding their CRM footprint, ways to get unstuck, and how to achieve your goals and accelerate your path to value. All attendees will receive resources, best practices, and next steps. We’ll discuss implementation and integration strategies and best practices. Get your arms around what’s happening with CRM at your institution and how to create a consolidated view of every constituent and their day-to-day interactions with your campus.

An industry and campus workshop.

Attendance is limited to the first 60 who register.


  • Jason Belland

    Vice President, Education Cloud GTM, Salesforce
  • Rebecca Joffrey

    Technology Innovation Officer, Cornell University
  • Lee Perlis

    Vice President, Higher Ed Strategy and Solutions, Qualtrics
  • Carrie Shumaker

    Chief Information and Strategy Officer, University of Michigan-Dearborn