How salesforce can track increasing enrollment data impacts

What is Salesforce data?

Data captured in a sales force automation (SFA) or customer relationship management (CRM) tool. This typically includes account, opportunity, leads, and activity/task information like calls and emails made. You can also use this data to create leaderboards.

How important is predictive enrollment forecasting?

Crucial in an average school year, predictive enrollment is spotlighted in the report during an unprecedented year in which typical forecasting has been thrown out the window. According to NACAC, about 42% of surveyed institutions indicated they use aggregate enrollment forecasting, while 37% employ student-level predictive scores.

How many colleges and universities use predictive enrollment management?

According to NACAC, about 42% of surveyed institutions indicated they use aggregate enrollment forecasting, while 37% employ student-level predictive scores. This is an increase from a report last year that showed 53% of admissions leaders using predictive tools.

How to access Salesforce data without data sync?

Access Salesforce Data Without Data Sync Using Direct Data (Pilot) Boost Email Engagement with Einstein Send Time Optimization Use ISCHANGED, ISNEW, and PRIORVALUE in Record-Triggered Flow Formulas

Predictive Enrollment

Enrollment, which has been down at post-secondary schools across the U.S., is largely predicted by institutions based on predictive enrollment modeling. Crucial in an average school year, predictive enrollment is spotlighted in the report during an unprecedented year in which typical forecasting has been thrown out the window.

Impact on Prospect Development

One of the biggest challenges for these four-year institutions? The changes to data availability that will greatly affect prospect development for the foreseeable future.

Mitigating the Impact of COVID-19

In one of the open response portions of the survey, respondents elaborated on measures they’re taking to better understand and mitigate the long-term effects of the pandemic on prospect development.

What is the end goal of using most sales tools?

The end goal of using most sales tools is to create reporting that your sales teams can use to make the right decisions throughout the year. These reports answer questions like:

Can you rely on the same set of data for too long?

Therefore, you can’t rely on the same set of data for too long. Just as it’s important to evaluate and reevaluate KPIs, it’s important to pull in the most recent reports frequently—depending on the data and KPI, it can be quarterly or day-to-day. Also, it pays to get a fuller story by combining data points.

Measuring the Impact of Volunteers to Drive Outcomes

What impact do volunteers have on nonprofits? Currently, output numbers are easy to find, but outcomes and impact can be more challenging. In a survey released by the US Bureau of Labor Statistics, 25%, or roughly 62 million Americans, engage in volunteering – that accounts for 7.8 billion hours, worth about $184 billion.

Einstein Analytics: Using Technology to Identify Volunteer Impact

Sadly, only 55% of organizations are assessing the impact of volunteers. But for one data-driven organization, turning to technology to better asses their volunteer output helped them bridge the gap between correlating their program outcomes and the impact their volunteers were making.

Reflect on Your Metric Objectives

Ask the right questions to get the data you need to report on program outcomes and impacts. Think about:

The ROI of Volunteers: Example Metrics

Feeling flummoxed by how to measure your outcomes and impact? Once you’ve identified which success metrics are important to your organization, you can start quantifying the impact of your volunteers.

Predictive Enrollment

See more on salesforce.org

Impact on Prospect Development

Mitigating The Impact of Covid-19