Location: Hynes Convention Center
Date: Wednesday, April 3, 2019
Wednesday, April 3
8:00 a.m. – 5:00 p.m. Registration and Customer Success Expo
8:30 a.m. – 9:45 a.m. Sessions
10:00 a.m. – 11:30 a.m. Keynote: TBD
11:30 a.m. – 12:00 p.m. Break in the Customer Success Expo
12:00 p.m. – 4:50 p.m. Sessions
4:00 p.m. – 5:00 p.m. Networking Reception and Customer Success Expo
Your Path with Premier – Salesforce.org
2:50 pm – 3:20 pm
As a Premier customer you have access to a plethora of resources to support you on your journey with Salesforce. This session is perfect for new organizations, new Designated contacts, new admins or anyone looking for a refresher on their Premier resources. During this session we will cover how to access Support, request an Accelerators and create Admin Assist cases.
Speaker: Marc Beaulieu, Senior Success Specialist, Salesforce.org
Technology as a Strategy to Drive your Mission Forward
11:45am – 12:15pm
Embracing technology as a strategy to maximize your organization’s mission is an evolving journey. Hear about The Greater Boston Food Bank’s journey with Nonprofit Cloud, its digital transformation, and how it plans to take its fundraising and marketing efforts to the next level with Pardot and NPSP. Join us to leverage learnings from this Trailblazer on how to embrace technology as a strategy to drive YOUR mission forward.
Speakers: Richard Ghiz, The Greater Boston Food Bank and Erin Lee, The Greater Boston Food Bank
Future-Prepping: Setting Your Platform Up for Success
1:30 pm – 2:10 pm
Just getting started with Nonprofit Cloud? Want to make sure you’re setting up your Salesforce instance for success? Trailblazer, SCS Noonan Scholars, will lead us in a session dedicated to best practices, guiding principles for future integrations and cross-functional use cases, and tips & tricks to maximize your platform with a mind towards the future. Move your mission forward with ‘clicks- not code’ and learn how intelligence products such as Sales Cloud Einstein can take your technology to the next level.
Speaker: Nate Marsh, Director of Systems and Evaluation, SCS Noonan Scholars
The Connected Nonprofit: Tips for Maximizing your Mission
3:30 pm -3:50 pm
With so many ways to maximize your mission with the Nonprofit Success Pack, we figured we’d highlight a few favorites from Trailblazer, Compass Working Capital. Follow this Trailblazer’s journey with Nonprofit Cloud and see how they leverage the many tools of NPSP and integrated apps to maximize their Program Management and Fundraising efforts.
Speaker: George Reuter, Director of Learning and Knowledge Management, Compass Working Capital
Higher Ed Sessions
A Bridge Between Silos: Building a Centralized(ish) Graduate Admissions Org
12:30 pm – 12:50 pm
UMass Boston is a public research school with an urban mission and a relatively small graduate population of 3,500 (with 13k undergraduates.) Join this session to hear how UMass Boston Graduate Admissions took a previously decentralized graduate admissions process spread across 10 Colleges on campus and turned it into a centralized process by standardizing on the Salesforce Platform. Hear how they made the decision to build on the Platform vs. buy, how they overcame the politics involved with getting agreement for centralization, and how they’re using Pardot to automate marketing.
Speaker: Justin Maher, Director of Graduate Enrollment Management Information Systems, UMass Boston
Power Up Your Executive and Professional Education Programs with Salesforce!
2:20 pm – 2:40 pm
The Salesforce Platform is setting the standard for scaffolding academic programs all across the education landscape. Traditional “systems of transaction” are being replaced by extensible systems of engagement, enabling a new era for learner-centric experiences. Join us to find out how #trailblazers at Harvard University and Harvard Kennedy School are leveraging the power and extensibility of the Platform to delight program participants across a lifecycle of engagement.
Speakers: Michael Maguire, Senior Director of Business Processes and Systems, Harvard Kennedy School Executive Education and Corey Snow, Corey Snow, CRM Strategist, Harvard University
UMASS Amherst IT Revises Data Architecture to Transform Marketing and Reporting
3:15 pm -3:45 pm (Room 302)
After a year of using their Salesforce org to manage thousands of prospects coming to various programs, UMass Amherst realized its marketing channels were limited, communications were too general and reporting labor-intensive. Working with a Salesforce CSA, UMass Amherst revised its data architecture, reduced the number of custom objects, leveraged the Opportunities object, and are in the process of adding Ultra Easy to manage applications. The result is a clear view of the marketing funnel, more sophisticated and nimble communications with prospects, useful and functional reports and dashboards so Program Specialists can prioritize their daily work, and more automated tasks which reduce hours spent on manual work, including report building and one-off email sends.
Join this presentation to hear UMass Amherst:
● Lessons learned from our initial build
● Critical changes to the Org
● Specific gains from the re-architecture
● Examples of improvement
● Benefits from a staffing perspective
● Testimonials from Program Specialists working with Prospects
Speakers: Sam Mead, Director of Marketing & Communications, UMASS and Dave Hart, UMASS
Philanthropy Cloud Sessions
Employee Engagement Building Blocks: Salesforce Platform and Philanthropy Cloud
12:00 pm -12:20 pm (Theater 1)
Engaged employees have higher morale, stronger working relationships, and longer tenure with their companies. But engaging them in a meaningful way requires arming HR, IT, and Corporate Social Responsibility teams with easy-to-use tools that allow for cross-functional collaboration between departments and produce a compelling and engaging user experience for the employee. Join Salesforce product managers as they explore the Salesforce Platform and Salesforce.org Philanthropy Cloud, two building blocks any company can use to empower, engage, and connect with its employees.
Speakers: Jodi Innerfield, Lightning Product Marketing Senior Manager and Georges Smine, VP Product Marketing, Philanthropy Cloud
Doing Business Never Felt So Good
1:00 pm – 1:20 pm
Corporate giving isn’t new, but never before has it been this easy, this engaging, or this comprehensive. Come learn about Salesforce.org’s latest solution, Philanthropy Cloud, which helps companies put their values into action. Philanthropy Cloud is a platform that combines all facets of giving, from donations and volunteering to company matching and grants management. Discover how this platform is already changing the world – and changing companies and their communities for the better.
Speaker: Georges Smine, VP Product Marketing, Philanthropy Cloud
Join the conversation using #SalesforceTour on social media.
Please note: Our sessions do have a limited capacity and we will try and accommodate as many attendees as capacity will allow. And this event is complimentary, with the exception of parking.