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Advancing Your Advising with Innovative Technology

Join Alicia Santanella and Alaina Bouchard from Bay Path University as they discuss how they have utilized innovative technology to enhance their advising processes. Learn about their experience with CRM platforms, automation of case communication, and future plans for enrollment management. Don't miss out on this informative session!

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Advancing Your Advising with Innovative Technology

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  1. Advancing Your Advising Using Innovative Technology Presented by: Alicia Santanella Alaina Bouchard

  2. The American Women’s College at Bay Path University • Bay Path University is a private liberal arts university in Longmeadow, MA • All women’s undergraduate programs • Co-educational graduate programs • The American Women’s College (TAWC) was established in 2013 • One Day College on Saturdays and Online accelerated degree programs (Associates, Bachelors, and Certificates) • Non-traditional, female adult learners • 6 week sessions with 6 different entry points for admitted students • Estimated 1400 TAWC students • More than 80% taking online courses

  3. Who’s in the audience?

  4. Evolution of the CRM - Salesforce 2013 – Jenzabar Recruitment Manager platform created for Admissions 2015 – Sierra-Cedar creates Advising application within Salesforce 2017 – Salesforce access rolled out to Registrar’s Office, Student Financial Services, and Career Development

  5. Life Cycle of a Student Record - Inquiry

  6. Life Cycle of a Student Record - Application

  7. Life Cycle of a Student Record - Accept

  8. Life Cycle of a Student Record - Deposit

  9. Life Cycle of a Student Record - Enrolled

  10. Understanding The Case Rules Picklist Map

  11. Example of a Case Using the Picklist

  12. Communications Sent from Salesforce Welcome Email Academic Warning

  13. Student Record Automation

  14. Automation of Case Communication

  15. Personalized with Contact Name from student record Case creator’s information in the signature block

  16. Case Creation Automation • Excel spreadsheet with specific intervention and case information for multiple students (Case Type, Reason, Detail, etc.) • Spreadsheet input into DemandTools • Closed cases are mass uploaded into Salesforce

  17. Coming down the pipeline… • Enrollment Status Form • Orientation Questionnaire • Transition to Salesforce Lightning • Reports & Dashboards

  18. Audience Participation

  19. How did we do? Evaluate this session one of two ways… In the online agenda, click on the “Evaluate Session” link From the mobile app, find this session on the schedule -> click the associated resources -> the evaluation will pop up in the list

  20. THANK YOU!!! Alicia Santanella Enrollment Systems & Data Management Coordinator 413-556-1188 | asantanella@baypath.edu Alaina Bouchard Assistant Director of Advising 413-565-6826 | albouchard@baypath.edu

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