AAA or Ask an Admin -- that is exactly what we did! In this episode, we talked with Brandelle Unkrich of the University of Iowa's Tippie College of Business. We talked about their use cases, what it is like leading a small team, and how to make the most of your support model with the AAA object. We quickly talked about Education Summit 2021 and talked about roundtables, which were the shiny new gem of this year's event. Buckle up for a great episode, and get your org-side assistance courtesy of ...
Jul 01, 2021•26 min•Season 2Ep. 7
In this episode, we talked with Nick Lindberg about his role at the Carlson School of Management and their work in Corporate Relations. Nick is a bright spirit and his wealth of experience shine through this episode--its no wonder he is an MVP! We heard about his favorite apps, integration framework, and how they package it all up for success! We also heard about the tracking app for his race car project -- pictures are on our blogpost at thepodcache.com.
Jun 14, 2021•36 min•Season 2Ep. 6
In a panel discussion, Haley & Frank talked with user group leaders about finding your community and utilizing user groups to learn more. Our superstar panel consisted of: Farrah Friedrich, Senior Systems Analyst at University of St Thomas & Co-Leader of the Upper Midwest Higher Education User Group Kathy Lueckeman, Chief Strategy Officer at Olivet Nazarene University & Leader of the Higher Education User Group Kathy Zimmerman, Salesforce Administrator at George Mason University &...
Jun 02, 2021•40 min•Season 2Ep. 5
Frank and Haley had the pleasure to talk with Feng Hou from Maryville University! In this episode, we talk all things Blockchain, initiatives at Maryville, and NFTs. Buckle in--this one is a fun one!
Apr 27, 2021•40 min•Season 2Ep. 4
After a long pause in recording, the dynamic duo is back! With a new format and a lot of talk about, Haley and Frank talked about their schools and what they have been working on for the past 6 months to a year. You'll hear quick highlights from ASU about their Master Data Management (MDM) platform and their work.com implementation for COVID-19 exposure management, as well as recent implementations from Smith College like Pardot and a full transition to the Lightning Experience with an "Adoption...
Mar 09, 2021•32 min•Season 2Ep. 3
Featuring Lori Dembowitz and Kerry Donohoe of University of Massachusetts Lowell. In this episode, you'll see an opening recorded recently (June 2020) as a preamble to the full episode recorded this past February. With all of the changes in the world since February, Haley and Frank shared some changes from their personal and professional lives before the start of the episode. After the intro, there is not a single mention of COVID! __________________________ Back in February, we talked to the vi...
Jun 05, 2020•43 min
Its an Ivy League Throw Down....of knowledge! Corey Snow, Harvard University, and Dave DeMichele, Yale University talked with us about their institutions, how they manage being "internal partners" across campus, where they see user groups fitting in, and, of course, tips and tricks to success with Salesforce and Higher Ed. This was a fun one, and our first completely in-person interview with all 4 of us attending Dreamforce two weeks ago. Buckle in and listen up! This is a fun one with lots of i...
Dec 02, 2019•38 min
This episode takes us to Happy Valley, Pennsylvania where we interviewed Carrie Marcinkevage from Penn State University. Working on a shared vision for CRM, they have seen great success in the Smeal College of Business. Carrie told us about her PhD candidacy and topics she is studying; her dissertation will be on CRM Critical Success Factors in Higher Education. We learned about success factors in other industries and ethics in data collection and usage. It was also shared that she has an "army ...
Jul 16, 2019•43 min
In this episode, we talked inception at IU and then focused on team structure and capabilities. With 15 team members, Chris outlines the governance and prioritization that keeps them successful and nimble as they stretch across the enterprise at IU. He breaks down their staff into squads, tells us what he looks for in new staff (a clue is in our title) and answered many community questions. In our ending sequence, we talked about "seeking the golden apple." This was a fun one; we'll definitely h...
Jun 03, 2019•58 min
"A Gator, a Gopher, a Sun Devil and Spartan walk into a bar..." In our fourth episode, we welcomed two Higher Education Advisory Council members, Brian and Carrie. With a large public focus, we were able to talk about size and scale and the complexities that come with each of our campuses. Both schools have a long history with Salesforce, so we took a trip back to the inception of Salesforce and what it looks like today. We ended with a deep dive into their One Stop Shops and learn more about wh...
May 21, 2019•41 min
Back after a short break, we had a #CACHEup with Zak Landrum, Sr. Director of Advancement Services at Westmont College. We learned more about how the last 10+ (!!!!) years have unfolded making Westmont a site for innovation and development. With a very successful cohort program, they look to a second year with 11 students who will contribute to their re-platforming and merging of two Salesforce instances. Listen for inspiration and tips to take home to start your own #ZakAttack. We want to hear ...
May 06, 2019•45 min
In a jam-packed interview, we talked with Joanna Iturbe, Director of CRM in the Leeds School of Business at the University of Colorado - Boulder. We learned about Joanna’s love of live mascots and all of the specific products they use to power their end-to-end solution with Salesforce. Her infectious personality and infinite roadmap jump out with gusto: imagine empowering your “federated PowerUsers” with SnackForce every week!! Leeds is the epitome of all things #goals and we want to learn the s...
Apr 08, 2019•51 min
In this episode, we interviewed Rebecca Joffrey, IT Innovation Officer at Cornell University. We covered a myriad of topics from getting started with Salesforce, to the seams between large enterprise systems, all the way to her stance on the build v. buy debate. We learned about the award-winning Cornell Student Experience Initiative (CSEI), which was born from sponsorship across campus and focused on student services and activities. Listen in to hear great tips for how to get started, and what ...
Mar 26, 2019•46 min
Curious about what we are doing this season? It's all about the CACHE (Collective Advice for CRM In Higher Education). In this teaser episode, we give a quick introduction to our season and the mission of the HEAC. Our first episode drops on March 26th. Happy Listening!
Mar 24, 2019•2 min