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Enhancing the Prospect, Student & Alumni Experience with Communities

James DavidsonVP of Community Solutions, Higher Ed7Summits

james@7summitsinc.com@7summitsinc

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An Award Winning Salesforce Partner

Extensive Experience in Higher Ed

A Deep Understanding of Large, Complex

Enterprises

The World’s Leading Community Solution

Provider

200+Communities and Portals

Advisory

User Experience

Technology & Integrations

Founded in

2009

Design Awards25

Our team brings together the best in strategy, user experience, and technology to maximize your success.

7SUMMITS AT A GLANCE

Winner of the Salesforce Partner Innovation Award for Community Cloud

Confidential 3

Community Templates / Components / Accelerators

Advisory & ConsultingUser Experience & DesignMigrations & Integrations

Custom Development

Community strategy, need help measuring ROI, training your team, or managing your

community, our social sherpas are here to help.

7SUMMITS AT A GLANCEInnovation powered by communities, brought to life by 7Summits.

Pre-built solutions means less time building, more time engaging your audiences.

Great out-of-the-box, but tailored where you need it.

We’re here to be your guide.

CUSTOMER SUCCESSACCELERATORS SERVICES

◆ Experienced across the full lifecycle: admissions, student and faculty engagement, and alumni relations

◆ Experienced with a variety of technology platforms. Changing the Communities world with Salesforce

◆ Forrester Groundswell award winner, and six Design awards in Higher Education

◆ Work drives significant and measurable business impact

7SUMMITS EDUCATION PORTFOLIO

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Community Overview

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Marketing

Recruitment

Engagement

GL Housing HCM SIS LMS DegreeAudit

FinancialAid

MealPlans

Payroll

Student Success Advancement

Prospects

DonorsFaculty & Staff

ParentsCorporations

Students

Alumni

The Connected Campus Platform

System ofRecord

System ofIntelligence

System ofEngagement

Analytics

Build AppsHEDA

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• Digital natives 3

• Social media is their default state 1

• Rely on user-generated content to make life decisions 1

• They absorb and manage information differently than other generations 1

• Universities that create their own open communities have a much greater degree of credibility 2

Sources: 1Bazaarvoice. 2 Onlinecolleges.net 3 Ad Age

The Biggest Shift in a Generation

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A typical prospective student now receives 12-18 emails from 2-4 year public/ private institutions. 1

CRM is a top priority for 4-year public/private schools1

75-90% of 2-4 year institutions spend less than 25k annually on their institutions website1

4-year universities are experiencing very high attrition — up to 50% in some cases. 2

Higher Ed IT is seeking to consolidate platforms (Intranet, websites, portals, etc). 2

Classroom delivery models are shifting to incorporate more online/digital

Use of accurate data to drive alumni outreach strategies is one of the biggest needs to improving Alumni Relations 3

Alumni Relations frequently find themselves without the support, resources or staff needed to perform effectively 4

Recruitment / Admissions Student Success / Faculty Alumni / Advancement Mgt.

Digital Trends and Insights in Higher Education

Sources: Noel Levitz 1 ACT 2 Hartford 3 Council for Aid to Education 4

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Desktop Centered

Multiple Paths Into External Systems

Isolated Process

CONTENT AND FILES

CONTACTS

TOOLSMARKETING

AND COMMS

RESOURCES

?

No centrala gateway

Current State Digital Experience

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Desktop Centered

Multiple Paths Into External Systems

Isolated Process

CONTENT AND FILES

CONTACTS

TOOLSMARKETING

AND COMMS

RESOURCES

No centrala gateway

Current State Digital Experience

?

End User Confusion

Inefficient Processes due a Number of Disconnected Technical Environments

Lack of Simplified Online Registration

Incomplete Functionality Expectations

Inconsistent Branding & Cumbersome User Interface

Abandonment and Low Engagement

Missed Revenue Opportunities and

Operational Efficiencies

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News, Eventsand

Multimedia

Quick access to people,

content and tools

Self Service

and Support

Profile & Preferences

KnowledgeCapture

and SharingStudentCommunity

Mobile First / Device Agnostic Interface to Engage Students when

and where they choose

Community incorporates a view of other systems and is

a platform for engagement

Anytime / Anywhere Access

Centralize people, processes, content, and

tools to become a system of engagement

A Better Way: A Student Community Built on your System of Record

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CommunityOpportunity

Our Perspective: The Student Lifecycle

Snapchat LinkedIn

Prospective Student Qualified Prospect Accepted Student Enrolled Student Graduate Alumni

Personally Social Professionally Social

Student lifecycle continuum

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CommunityOpportunity

Higher Ed Communities: Targeted Value Drivers

Snapchat LinkedIn

Prospective Student Qualified Prospect Accepted Student Enrolled Student Graduate Alumni

Personally Social Professionally Social

Student lifecycle continuum

Recruitment and Admissions• Increase qualified students• Reduce traditional media spend• Enhance referrals / WOM• Streamline enrollment processes• Enhance reputation / perception• Increase enrollment (fill seats)• Reduce application processing time• Increase students starts

Students and Faculty• Improve student retention • Improve grades and satisfaction• Streamlined student onboarding• Improved graduation rates• Reduced support costs (self-serve)• Facilitate student / faculty collaboration• Enable study groups / peer support• Crowdsource research and ideas

Alumni• Engage Alumni• Reduce marketing costs• Improve alumni directory accuracy• Increased donations• Drive event participation• Drive student referrals• Facilitate student mentoring• Capture student success stories• Support professional networking

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Salesforce Community Cloud

7Summits Higher Ed Solutions

Admissions Community Student Community Alumni Community

Comprehensive Approach: Modules across Student lifecycle continuum

7Summits Solution Approach: Pre-built, targeted, configurable

7SUMMITS

• Communities: Personalized, Mobile, Social & Integrated

Social Communities

+Portals

Expose data to customers and partners

+ =

Websites

Custom branding and

slick UI

Direct connection to other customers

and experts

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Lightning Community Demo

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• Community Builder & Lightning

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Q&A

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1. Invest in a Strategic Roadmap to sell your Vision (WHY, WHO, WHAT, HOW, WHEN)

2. Ensure Executive Sponsorship (Guidance and Regular touch points)

3. Embrace an Agile mindset and delivery approach (Iterative vs Waterfall)

4. Play to the Strengths of the Salesforce Platform and Community Product (Groups vs email)

5. Launch early and often, and test with REAL users (Versus big bang)

6. Grow the Solution based on needs of the Community (User driven feedback)

7. Invest in Change Mgt Day 1: Training, Community Mgt, Content Activation + Adoption

Where to Start? Implementing a Community7Summits has seen great success with the following best practices:

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thank y u

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