Dreamforce Session- Implementing Marketing Cloud and Salesforce in 6 months

For folks in Higher education who are planning to do an implementation in Salesforce and Marketing cloud, this session is a must attend. I am very happy to announce that I will be co-presenting a Dreamforce session along with Cal State on this session. A special thanks to Jake Hornsby who would be presenting with me on this.

How to make the most out of your transition to HEDA: Measure Twice, Cut Once

Whether you are an institution looking to implement Salesforce for the first time, transition off of another CRM or transition from Sales Cloud, Enrollment RX, or Target X chances are you’re looking for a way to make the most of your investment in Salesforce’s Higher Ed Data Architecture. Over the past 2 years I’ve been working with clients to define an approach to HEDA that maximizes their investment in Salesforce and delivers immediate impact to end users. As with all things, they key to success is to plan and then plan some more. In my opinion, considering the following at the beginning of your journey will pay dividends in the end.