By joining U-M’s ITS Enterprise Salesforce Org with the ITS SFCOE Team, your organization can take advantage of our enterprise services, enhanced efficiency, improved data management, while building stronger relationships across all constituents throughout your department.
Services
Salesforce Education Cloud CRM - a comprehensive platform designed specifically for higher education institutions to manage relationships, streamline operations, and enhance student engagement. With built-in analytics, automation, and insights, Education Cloud helps U-M personalize interactions, improve retention, and drive institutional success.
FormAssembly - a secure, web form and data collection platform managed by the SFCOE team that streamlines form creation, submission, and integration. Collect, process, and manage data efficiently while ensuring compliance with security and privacy standards. With powerful automation, conditional logic, and seamless Salesforce integration, FormAssembly optimizes workflows, improves data accuracy, and enhances user experiences.
Event Management - a Salesforce-native application (by Blackthorn) that streamlines event planning, registration, and attendee engagement. Designed for both virtual, in-person and hybrid events, it offers features such as automated registration, customizable event pages, and real-time analytics. With seamless integration into Salesforce, Event Management manages events efficiently while maintaining a 360-degree view of attendee interactions.
Tableau - a powerful data visualization and analytics platform that helps transform raw data into interactive, actionable insights. With an intuitive drag-and-drop interface, Tableau enables users to create dynamic dashboards, generate real-time reports, and uncover trends through advanced analytics. Seamlessly integrating with various data sources, including Salesforce CRM, Tableau empowers users to make data-driven decisions and share insights across teams.
Salesforce Marketing Cloud - a comprehensive digital marketing platform to create personalized, data-driven customer emails and journeys. It offers powerful tools for email marketing, automation, advertising, and analytics. With AI-powered insights and seamless integration with Salesforce CRM, Marketing Cloud helps engage the right audience at the right time, optimizing customer interactions.
Salesforce Data Cloud – a real-time data platform that unifies, harmonizes, and activates data from multiple sources. Data Cloud enables U-M to connect CRM data with external systems, transform and map data using a standardized data model, and create actionable insights across campus. With built-in identity resolution, segmentation, and AI readiness, Data Cloud supports personalized engagement, advanced analytics, and cross-system intelligence while maintaining strong data governance and security.
Benefits
ITS Enterprise Salesforce Org is backed by Salesforce Signature Success Support
- Premium support plan designed to maximize system performance and minimize downtime managed by SFCOE in collaboration with Salesforce. It provides 24/7 technical support, proactive system monitoring, expert guidance, Trailhead Academy classes, and faster case resolution. With designated Technical Account Managers and priority access to Salesforce experts, SFCOE can optimize the enterprise CRM strategy, enhance security, and ensure seamless operations.
Centralized Data Management
- Unified Platform: Consolidate all your data in one place, ensuring consistency and easy access for all users.
- Improved Data Accuracy: Reduce errors and duplications with a single source of truth for all your information.
Enhanced Relationship Management
- Comprehensive CRM Capabilities: Manage relationships with students, faculty, staff, alumni, and external constituents (people or organizations) effectively.
- Personalized Engagement: Tailor communications and interactions based on detailed personal and organization accounts.
Streamlined Operations
- Automation: Automate routine tasks and workflows, freeing up time for strategic initiatives.
- Integrated Tools: Benefit from a wide range of integrated tools for marketing, analytics, and more, all within the Salesforce ecosystem.
Powerful Analytics and Reporting
- Advanced Insights: Gain deeper insights into your data with powerful analytics and reporting tools.
- Informed Decision-Making: Make data-driven decisions to enhance efficiency and effectiveness across the institution.
Enhanced Collaboration
- Communication Tools: Use integrated communication tools to facilitate better collaboration among faculty, staff, and students.
- Project Management: Streamline project management with clear tracking of tasks, deadlines, and responsibilities.
Improved User Experience
- Intuitive Interface: Provide users with an intuitive and user-friendly interface, reducing the learning curve.
- Mobile Access: Enable access to Salesforce from any device, anywhere, enhancing flexibility and productivity.
Robust Security and Compliance
- Data Security: Benefit from Salesforce’s top-tier security measures to protect sensitive data.
- Compliance Support: Ensure compliance with regulatory requirements and industry standards.
Continuous Innovation
- Regular Updates: Stay ahead with regular updates and new features from Salesforce, ensuring your system is always current.
- Access to New Technologies: Leverage the latest technologies and innovations to maintain a competitive edge.
Cost Efficiency
- Optimized Resources: Optimize resource allocation by automating processes and reducing manual workloads.
- Effective Budgeting: Achieve cost savings through efficient data management, operational improvements, and enterprise contract negotiations.
Sensitive Data Disclaimer
The ITS Enterprise Salesforce Org is approved for FERPA data, but is not approved for other regulated data, such as HIPAA. For clinical or Michigan Medicine-related use cases, please contact the Health Information Technology & Services Service Desk.