Higher Ed Will Never Be the Same Again - Introducing Salesforce1 for Higher Ed and Advancement Connect The Salesforce.com Foundation is excited to announce Salesforce1 for Higher Ed and Advancement Connect. Never before have those seeking to transform the campus experience had as complete and powerful a set of solutions to help them innovate. Salesforce1 for Higher Ed - a new set of end-to-end solutions built on the world’s leading Salesforce1 Platform, empowering colleges and universities to create Connected Campuses, connecting with students, faculty and alumni in entirely new ways. Advancement Connect - a new app that enables universities of all sizes to manage fundraising, event management, volunteer management and more–all in one place and from any device. With Advancement Connect, universities are empowered to optimize alumni lifetime value and nurture donor relationships. With Salesforce1 for Higher Ed and the Advancement Connect app, universities can become Connected Campuses–connecting with their prospects, students, alumni, faculty and staff through social, mobile and cloud technologies. Built for the social and mobile era, Salesforce1 for Higher Ed enables you to become a Connected Campus, place students at the center of everything you do, and achieve breakthrough performance across the entire student lifecycle. Leverage Salesforce for recruiting, student success, advancement, marketing, and community engagement. Get a glimpse of what it truly means to Become a Connected Campus by attending our upcoming webinar.

1. Higher Ed Will Never Be The
Same Again
Introducing Salesforce1 for Higher Ed and Advancement
Connect
Pat McQueen, SVP Industry Solutions, Salesforce.com Foundation
Jill Kenney, Solutions Engineering Manager, Salesforce.com Foundation
October 7, 2014
/Salesforce.comFoundation
@SFDCFoundation

2. Featured Presenters
Pat McQueen
SVP, Industry Solutions
Salesforce.com Foundation
Jill Kenney
Solutions Engineering Manager
Salesforce.com Foundation
Sandra Sanvido
Sr. Director, HE Marketing
Salesforce.com Foundation

3. Safe Harbor
Safe harbor statement under the Private Securities Litigation Reform Act of 1995:
This presentation may contain forward-looking statements that involve risks, uncertainties, and assumptions. If any such uncertainties materialize or if
any of the assumptions proves incorrect, the results of salesforce.com, inc. could differ materially from the results expressed or implied by the forward-looking
statements we make. All statements other than statements of historical fact could be deemed forward-looking, including any projections of
product or service availability, subscriber growth, earnings, revenues, or other financial items and any statements regarding strategies or plans of
management for future operations, statements of belief, any statements concerning new, planned, or upgraded services or technology developments
and customer contracts or use of our services.
The risks and uncertainties referred to above include – but are not limited to – risks associated with developing and delivering new functionality for our
service, new products and services, our new business model, our past operating losses, possible fluctuations in our operating results and rate of
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any possible mergers and acquisitions, the immature market in which we operate, our relatively limited operating history, our ability to expand, retain,
and motivate our employees and manage our growth, new releases of our service and successful customer deployment, our limited history reselling
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Any unreleased services or features referenced in this or other presentations, press releases or public statements are not currently available and may
not be delivered on time or at all. Customers who purchase our services should make the purchase decisions based upon features that are currently
available. Salesforce.com, inc. assumes no obligation and does not intend to update these forward-looking statements.

4. #1 in Enterprise Cloud Computing
& CRM
Enterprise Cloud
Computing
Market Share
#1
World’s Most
Innovative Company
2011,2012,2013,2014
#1
#1
Market Leader:
Enterprise, MidMarket,
SMB & Sales Force
Automation

5. 1%
Product
Equity
Time
680,000+
Hours
Service
$68M+
Grants
23,000+
Higher Education
+ Nonprofit
Organizations
1:1:1
Model
Adopted
by

6. Proven Success in Higher Education
84
%
%
Improved Ability to Achieve Mission
86
%
%
Improved Overall Efficiency

7. Why Salesforce?
Enterprise
Cloud Computing
Fast Easy Open Flexible Trusted
No Hardware
Automatic Upgrades
Any Device
No Software
Scalable
Data Portability
Transparency
Real-time Status
App Marketplace
Extensible

8. Challenges Faced by Higher Education
“American higher education cannot assume that its competitive position in the world is unassailable.”
Funding
Challenges
– President Michael Crow, ASU
Legacy
Systems
Greater
Competition
Connected
World
• Fragmented systems
create silos
• Expensive and difficult to
use
• Lack mobile and social
5B Smart
phones
by
2017 Connected
50B
Image source: silabs.com/iot
Connected
Products
58% Faster
Deployment
4.5B
Aggregate
Social Users
Social
Cloud
Mobile
• Universities Competing for
Smaller Pool of Grads
• Shifting Demographics
• Changing Delivery
Mechanisms of Courses
• Rising tuition and reliance
on raised funds
• Performance requirements
tied to appropriations
• Federal legislation and
regulation

9. Is Your Campus Built for the Connected Era?
Recruitment Student Success Advancement Communications Community
Are you able to
target and
onboard the right
students?
Are you able to
successfully
graduate your
students on
time?
Are you able to
increase
participation and
donations?
Are you able to
personalize
communications?
Engagement
Are you
effectively
engaging and
collaborating?

10. Are You A Connected Campus?

11. Salesforce1 for Higher Ed Solutions
Recruitment
Donor Management
Alumni Relations
Gift processing
Early Warning
One Stop Shop
Advising
Career Services
Recruiting Automation
Events Management
Social Prospecting
Cross-channel
Marketing Campaigns
Social Media
Journey Building
Prospect Community
Student Community
Alumni Community
Faculty Community
Student Success
& Retention
Advancement Marketing
Communications
Community
Engagement

12. Marketing
Communications
Student Success
Recruitment
Advancement
Community
Engagement
A System Built Around the Student:
ü No More Silos
ü Open
ü Mobile
Be a Connected campus with

13. The Connected Campus
Marketing
• Campaign Plan & Budget • Marketing Automation • Online Ad • Social Listening/Interaction • Content Mgmt • Segmentation • Predictive Analytics
• Online Self-Service • Student Service / Social Cust. Service • Call Center • Knowledge Base • Calendar/Events Mgmt • Volunteer/Mentor/Fan Mgmt • Forms/Surveys
Recruitment
Prospect
Student Faculty Employers
Donors
Alumni
Staff
Community Engagement
Student Success Advancement
LMS SIS HMS Fin. Aid
Meal
Plans
GL Degree Audit System HCM
Payroll Parents
• Recruiter Territory Mgmt,
Visits and Fairs
• Lead Acquisition & Scoring
• Test Score Integration
• Application & Third-Party
App Integration
• Admission
• Document Mgmt
• Admission
Decision Mgmt
• Commitment /
Deposit Mgmt
• Orientation &Yield
Activities
• Financial Aid
• Notifications/Appeals
• Advising
• Course Catalog &
Registration Information
• One Stop Shop/Self-
Service
• Enrollment Flags (FERPA,
Holds, Drops, etc.
• Early Assessment/Warning
• Internship, Co-Op, Study
Abroad, Career Services
• Athletics/Student
Organizations
• Capital Campaign Mgmt
• Major Gift & Planned Giving
• Annual Fund/Faculty-Staff Campaign
• Corporate & Foundation Relations
• Prospect Wealth Profile
• Alumni and Advisory Boards
• Reunions and Trips

14. Demonstration
Jill Kenney

15. Introducing Salesforce Advancement Connect
ü Alumni Relations
ü Donor Management
ü Events Management
ü Volunteer Management
ü Program Management
ü Reporting
ü Mobile, Social and Cloud

16. Data Model Event Management Fundraising
• Create Constituents
• Multiple Contact Points
• Create Relationships
• Visualize Relationships
• Wealth Research
• Event Attendance
• Venue Management
• Online Registration
• Event Ticketing
• Table Seating and Seating Plans
• Onsite Check-in and Attendance
• Record Gifts
• Manage Recurring Gifts
• Hard, Soft & Tribute Crediting
• Gift Benefits (Premiums)
• Membership Management
• Online Donations & Payments
• Moves Management
*Timelines and functionality are subject to change."

17. Advancement Connect Product Roadmap
FALL 2014 WINTER 2015 BEYOND
• HED Individual
Constituent Giving"
• HED Gift Processing"
• HED Bio Demo"
• HED Prospect
Management"
• Advanced Inventory
Management"
• Summary Record Type
Support"
• Basic Gift Entry"
• Summary Custom
Expiration Dates"
• Volunteer Enhancements"
• Welcome Screen"
• Payment Support: iATS,
Paypal"
• Query Tool"
• Batch Upload
Improvements" • Sponsorship"
• Giving Performance
Improvements"
• Summary Enhancements"
• Payment Grouping"
• Basic Volunteer Portal"
• S1 Mobile Actions"
• Payment Support: Litle"
• Batch Entry
Enhancements"
• Merge Tool Phase 1"
• Package Upgrade
Management "
• Gift Matching"
• Memberships"
• Giving Societies"
• Events Enhancements"
• Payment Support:
CyberSource "
• UI/UX Enhancements"
• Salutation Automation"
• Communities (Portal)"
• Enhanced Volunteers
Portal"
• Contact Level
Memberships"
• Merge Tool Phase 2"
• Exact Target Integration"
• Address Enhancements"
• Giving Record Type
Extension"
• Third Party Payments"
• Payment Support: TouchNet"
• Events"
• Exact Target Analytics"
• Event Management Enhancements"
• Package Integration: Peer to Peer"
• Form Builder Web Embed"
• Form Builder Pay with PayPal"
• Payment Support: Swipe Hardware"
• Package Integration: Events + Connect"
• Batch Controls"
• Trigger, Workflow Execution Ordering"
• Payment Support: Chase Paymentech"
SPRING 2015

18. “Salesforce helped us work more effectively, manage our
vital donor information and meet our campaign goals.”
- Dr. Reed Sheard, VP for College Advancement and CIO
Westmont College Tracks and Increases Fundraising using Salesforce
Implemented donor management solution and launched new fundraising campaign within 95 days of purchasing Salesforce
Reports & dashboards provide real-time visibility into progress & productivity metrics
Fundraising is up by 250% in the past three years since Salesforce was rolled out
Gift officers use Salesforce on mobile devices

19. Place Students at the
Center
Connect to Students in
New Ways
Achieve Breakthrough
Performance

21. Salesforce1 for Higher Ed Solves 21st Century Challenges
Funding
Challenges
Legacy
Systems
Greater
Competition
Connected
World
5B Smart
phones
by 2017
• No more silos
• One platform and
architecture provides a
single system of record for
all constituent interaction
throughout student lifecycle
• Open, flexible, integrates
with any back office system
• Social listening and social
engagement from any
device anywhere, anytime
• Solutions built for
students, alumni, donors,
etc. NOT ONLY for faculty
and staff
• 21st Century Advancement
• Real time ability to
measure and report against
performance standards &
KPIs
• Improved performance
helps solve parental and
state funding challenges.
• One solution that
streamlines ability to
market and engage new
demographics of students
leveraging open, social,
mobile paradigm.
• Improves ability to attract,
recruit, retain and graduate
Connected
50B
Conn
ected
Produ
cts
Image source: silabs.com/iot
Soc
ial
Cloud
Mobile

22. How Do I Become a Connected Campus?
Connected Campus Roadmap Implementation AppExchange Partners

23. Recruit the Right Students
• Boost recruiter productivity and
performance
• Increase yield
• Gain complete insight

24. “The admission team has had awesome success with
Salesforce and we’re excited to expand its use.”
- Betsy Dolan, Associate Dean and Director of Admission Information Systems
College of William & Mary Uses Salesforce to Transform Admission
Increased number of prospect records admission team can manage annually by 50%
Decreased number of duplicate undergrad applicant records in their SIS by 96%
Execute integrated communication plans tailored to individual student interests
Can now focus on targeting suspects, identifying 142,000 new suspects – 6,000 have become either prospects or
applicants

25. Support and Engage Students Everywhere
• Get a complete 3600 student view
• Provide frictionless service
• Cultivate a strong student community

26. “The big takeaway is that without Salesforce we wouldn’t be
able to move this fast.”
- Brian Peddle, CTO
SNHU Revolutionizing Field of Education for Working Adults
Tracking all of the student activity from the application process through graduation
Integrated with various systems to create a 360 degree student view
Built early-detection system to intervene and assist struggling students
Uses knowledge articles and live chat to quickly and effectively answer students’
questions

27. “We wanted one place for people to go
to see the contact that staff was having
with students.”
- Dr. Anne De Luca, Associate Vice Chancellor of Admissions and Enrollment
Berkeley Delivers Exceptional Student Service
Created a “one-stop shop” for students to ask questions, get help, and find all the answers they need
All staff can see the history of the transaction or interaction with the student to offer better service
Tailor email, website, and social communication to students based on trending topics throughout the year

28. Optimize Alumni Lifetime Value
• Build enduring alumni relationships
• Increase fundraising
• Report performance results

29. Introducing Salesforce Advancement Connect
ü Alumni Relations
ü Donor Management
ü Events Management
ü Volunteer Management
ü Program Management
ü Reporting
ü Mobile, Social and Cloud

30. Data Model Event Management Fundraising
• Create Constituents
• Moves Management
• Multiple Contact Points
• Create Relationships
• Visualize Relationships
• Wealth Research
• Event Attendance
• Venue Management
• Online Registration
• Event Ticketing
• Table Seating and Seating Plans
• Onsite Check-in and Attendance
• Record Gifts
• Manage Recurring Gifts
• Hard, Soft & Tribute Crediting
• Gift Benefits (Premiums)
• Membership Management
• Online Donations & Payments
*Timelines and functionality are subject to change."

31. “Salesforce helped us work more effectively,
manage our vital donor information and
meet our campaign goals.”
- Dr. Reed Sheard, VP for College Advancement and CIO
Westmont College Increases Fundraising using Salesforce
Implemented donor management solution and launched new fundraising campaign within 95 days of purchasing
Salesforce
Reports & dashboards provide real-time visibility into progress & productivity metrics
Fundraising is up by 250% in the past three years since Salesforce was rolled out
Gift officers use Salesforce on mobile devices

32. Craft the Ultimate 1:1 Student Experience
• Plan and optimize the student experience
• Deliver personalized content across all channels
• Measure your impact

33. Marketing Automation: Journey Builder
Create personalized, automated student journeys
Intuitive, drag & drop interface
Cross-channel
Real-time analytics
Random, multivariate split testing

34. “With Exact Target we're able to have a library of assets in
one system. We can deliver a lot of different types of
communications - and they're all visible to each
department.”
- Jason Belland, Sr Associate Director, Online Media & Technology
Columbia Building Stronger Connections With Constituents
Dynamic content for personalized emails to augment their broadcast messages
A/B Testing for data-centric analysis of campaigns, leading to more effective messaging and higher clickthrough and open
rates.
Customers now manage their relationship with Columbia, choosing how they want to hear from them and about which
topics
Integration with Salesforce so Sales and Marketing are connected and operating on same channels

35. Build and Foster Campus Collaboration
• Break down silos
• Increase organizational intelligence
• Stimulate constituent engagement

36. “Quite literally everything we do is tracked in
Salesforce – any interactions between the
University and the student are in Salesforce.”
- Chase Schults, Senior Salesforce Administrator and Platform Manager
WGU Fosters Student Community to Drive Degree Completion
Deployed Salesforce Communities in 3 areas: enrollment, active students, and student services
Use Salesforce Knowledge allowing students to engage directly with an online course
Student data profiles monitor which students are engaged and which ones need help
Analytics from Student Communities and student profiles has helped curb course drop rate

37. A New Platform for the
Internet of Students

38. Connect With Students in a Whole New, Mobile Way
Connect students, faculty/
staff, alumni & corporations
Build student apps Engage 1:1 with students

39. Yale Standardizes on Salesforce Platform
Selected Salesforce as a University-wide standard platform
Processed over 300K HR & Finance Help Desk cases
Developed several unique custom applications ranging from reunion management to clinical research/patient tracking to
document Management and more
Chatter Communities pilot for onboarding