Learn how Gonzaga University successfully implemented Education Cloud for University Advancement using a strategic approach grounded in collaboration and change management best practices.
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Radical Connection: The Journey to Education Cloud
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, Assistant Vice President of Operations and Strategies, Gonzaga University
, CRM Product Manager & Director of Digital Transformation, Gonzaga University
Role: Operations, Product Management
Industry: Education, Public Sector
Product: Agentforce Education
Topic: Productivity
Session Level: Beginner
Session Type: Theater
Session Summary: The session highlighted the transformative implementation of Salesforce Education Cloud at a private university, emphasizing its alignment with the institution's Jesuit mission and strategic goals. By leveraging Education Cloud's scalable CRM platform, the university gained a 360-degree view of over 70,000 alumni, enabling personalized outreach, data-driven strategies, and seamless lifecycle engagement from prospective students to alumni. The success of this initiative was attributed to thoughtful change management, active leadership sponsorship, and robust collaboration with a consulting partner, resulting in streamlined processes such as gift accounting and enhanced visibility into donor engagement. The project fostered a culture of radical connection and authentic alignment, ensuring that technological advancements were deeply rooted in the university's mission to support and celebrate its community members meaningfully and sustainably.
Key Takeaways:
• The implementation of Salesforce Education Cloud provided real-time data integration across university systems, creating a unified record that enhanced engagement and improved operational efficiency.
• Active leadership sponsorship and a dedicated change management team were critical to fostering trust, ensuring alignment, and promoting end-user adoption throughout the transformation journey.
• The university's digital transformation saved an estimated 200 hours annually in manual gift accounting tasks and positioned the institution to pursue future initiatives such as corporate partnerships and capital campaigns.
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