Roadmap

This is an exciting multi-phased journey.

  • Spring 2022 (Completed)
    CRM RFI Discovery Process.
  • Summer 2022 (Completed)
    Enterprise CRM (Salesforce) Decision.
  • Fall 2022 (Completed)
    Salesforce Campus Visit.
  • Fall 2022 (Completed)
    Enterprise Digital Communication Strategy Committee convenes.
  • Fall 2022 (Completed)
    Advancement solution is identified.
  • Winter 2022 (Completed)
    Events Management solution identified.
  • Winter 2022 (Completed)
    Marketing Cloud implementation launched March 2023. Initial scope includes pilot units that represent a variety of institutional communication and marketing needs.
  • Winter 2022 (Completed)
    Salesforce Strategic Engagement launched March 2023. Scope includes development of future state roadmap and data-sharing strategy.
  • Spring 2023 (Completed)
    Salesforce concluded their Strategic Engagement and presented their findings and recommendations to UB.
  • Summer 2023 (Ongoing)
    Advancement and Events solutions expected to be purchased and implemented.
  • Summer 2023 (Ongoing)
    Marketing Cloud implementation supporting digital communications for select pilot units is expected to go live by late August.
  • Summer 2023 (Ongoing)
    Review of the SPE deliverables is underway.
  • Summer 2025 (Future)
    University Advancement expects to go live with the chosen solution in August 2025.