What elements contribute to a successful CRM roll-out and how do we measure success after the implementation project is complete? Learn how institutions like World Learning and Dixie State University were able to measure improvement rates after deploying Salesforce at their organizations.

1. Measuring the Impact of Your Salesforce
Deployment

2. David Roos, Ed.D.
Executive Director, Enrollment Management
Dixie State University
@rdroos

3. About Dixie State University -
• Dixie College – 1911.
• State college in 2000.
• Achieved University Status in 2012.
• Offer more than 40 different BS
degrees; also AS, AAS, Certificates
• Current enrollment: 8,600.
• Located in St. George, Utah - 2 hours
north of Las Vegas.

4. The Challenge -
• Enrollment growth happened in spite of our organized chaos.
• Students at times received mailings multiple times or not at all.
• Increased sophistication of competition's marketing.
• Attempted to use the "Banner" recruitment module . L
Current State Desired State

5. The Problem -
• Disparate systems, emails, spreadsheets
• One-size-fits-all communication plan.
• Mass mailings at predetermined times.
• Cumbersome & difficult for individual
recruiters to reach out to their
assigned inquiries.
• Tracking of students thru enrollment
funnel? Not really.

6. The Solution -
• RFP in 2010 - 12 vendors reviewed
• Enrollment Rx selected due to Sales Force platform and affordable
pricing model.
• Implementation was straight-forward with minimal impact on IT
resources
• Implemented in stages, with initial communication plans operational
within three months.
• Currently in 4th year of usage.

7. The Results -
• Contributed to 47% increase in applications in the first year of
implementation.
• Enrollment increased from 8577 in Fall 2010 (1st year) to 9086 in
Fall 2011, or a 6% increase.
• For Fall 2014, 32% increase in admitted students over prior year.
• Currently 22% more freshmen have enrolled than in prior year.

8. The Benefits -
• Tailored & personalized marketing communication plans.
• Improved contact with students through the enrollment funnel.
• Improved accountability with automated inquiry assignments and
tracking.
• On-the-fly communications and reporting.
• Awesome dashboards to track progress.

9. #HowweuseERX -
Highlighting our
value proposition
through automated
e-mails.

15. Jason Eric Jensen
Enrollment Systems Manager
@SITStudyAbroad

16. About World Learning

17. World Learning’s Program Units
• The Experiment in International Living
• SIT Study Abroad
• SIT Graduate Institute

18. World Learning + Salesforce

19. Our Salesforce Implementation
• Utilized by Enrollment Management
• Student engagement, recruitment, enrollment

20. Our Salesforce Integrations

21. 30,000 Foot View
Automation + Analytics = Better Experiences
Automation Analytics Success
– 256% increase in SSA
scholarship applications
– 10% increase in SGA
enrollment
– Faster confirmation
time for all programs
and more…

22. Understanding our Marketing Efforts

23. The Experiment in International Living

24. SIT Study Abroad

25. SIT Study Abroad - Scholarships

26. SIT Graduate Institute

27. SIT Graduate Institute

28. Silverpop Marketing Automation

29. Adjusting our Approach

30. Summary