Why is Extension Implementing Salesforce?
The system will provide several key improvements including
- Reporting: Salesforce will be replacing CUMIS for required federal and state reporting, as it is easier to use and should provide the most accurate data.
- Comprehensive Communication: Salesforce allows different program groups to see where there may be customers or contacts in common and use that information to provide a high-quality customer experience.
- Digital Program Files: Salesforce provides an easy-to-use platform for tracking all program files, allowing for the elimination of paper files and tracking.
What Changes Can I Expect?
While each role may be impacted a little differently, general changes you can expect include
- Moving away from CUMIS and entering information into Salesforce for regulatory reporting.
- Integration between EventBrite and Salesforce, requiring program information to be entered once.
- Streamlined newsletters and communications going to customers and clients across the system.
- Streamlined reporting workload for faculty and staff.
Identified Change Impacts
Program files
Old Way: Program case files physical files stored in the local office, pulled as requested for reporting or audit needs.
New Way: Program files are electronic, stored within Salesforce. Easy to access for any credit, reporting or audit requirements.
Stakeholder Interaction
Old Way: Lack of consistency and left to the individual to log history of working/helping constituents.
New Way: Interactions will allow admin staff and faculty to collaborate and maintain a record of impact, change and effort invested in helping others.
Outlook Email Client Integration
Old Way: No structured way to reference communication with specific clients as part of a record that is referenced by supporting staff/faculty in the future.
New Way: Attribute interactions with specific records for reference in the future or to refer to another agent/specialist/administration.
Reporting
Old Way: Data manual entered in CUMIS for reporting purposes.
New Way: Attendance and civil rights information are collected automatically upon Eventbrite registration.
Data Dashboards
Old Way: No real-time summary of data from the system.
New Way: Provides real-time data/summary.
