Add a new “RFI” form to web pages

RFI stands for Request For Information. An RFI web form is a place where users enter their own personal information that is then sent to a database. For example, users can provide their name and email address and the process will add them as a new subscriber to one of your newsletters.

How is this useful?

A web form allows us to collect and manage information from constituents easily and efficiently. The forms are embedded right into relevant places on your website, which makes it easy for your audience to provide their information.

As soon as somone completes the RFI form, their information is stored until it’s ready for analysis.

Meanwhile, in the same step we are able to offer a chance to subscribe to some type of digital communications, such as newsletters. This can become a crucial tool for you to obtain new audience members eager to hear what you have to say.

What we’re poised to learn about our audiences

We can use the Extension website as a quick case study for how to employ RFI forms, however the premise works similarly on other websites.

When a visitor to this Oregon Master Beekeeper Program page stops and takes the time to fill out our RFI form on this specific page, we consider it an opportunity to infer some small bits of information about this person.

In the actual, real-life implementation of this premise, we would in fact engage directly with the right people inside each program to actually be very thoughtful about what inferences we’d plan to make about any one visit to any one particular page—for example, an analysis of the content of the page will support being able to draw certain conclusions or not.

For example, if the page content includes info on bee colony health, but does not have any info at all on honey production, we would want to consider if the visitor’s interest in this page revolves around bee colonies due to the ability to produce honey or, rather, in terms of bees as pollinators.

Clearly, we want to consider our options very carefully when forming these types of conclusions.

 

AND… What about a page that has a specific call to action?

Well, I am so glad you asked! 🙂  Let’s look at a page that’s aimed at cultivating interest in a specific thing—like an event.

To the right, you see a page I navigated to from the Events tab on the Master Beekeeper program page. If a normal website visitor made their way to this page, we can begin to make inferences about them at another level of specificity and accuracy.

We know the ultimate goal of this event’s organizers is to have viewers click on the “Register” button, but what about anyone who is feeling interested in the event while still not being quite ready to register? What can we do for that person?

The answer would be to provide an RFI form—simply a second button which would allow them to ask any question about the event for which they don’t already have an available answer.

After submitting this RFI form, the inferences we can make about their interests are far more specific. We know they want to attend an event. And not just any event, but this particular event with this event’s specific content. Arguably, there’s a lot to work with in this use case.

The impact on newsletter subscriptions

The question, then, is how does this help to build up our list of subscribers? The exact details of the plan continue to be sorted out, but the goal is to begin to understand how the inferences we were just talking about can help us point people to digital communication options—newsletters being one of those options—that are of significant interest to them.

Soon as the data lands in our database from the successful processing of an RFI form, we know for certain we want to send that person an email with a simple “thank you” message, because we want to provide an immediate reward to them for taking the time to fill that thing out. It’s important to do this.

In addition to our “thanks” message, there’s room in the body of that same email to appeal to them with a subscription (opt in) opportunity to newsletters. Thus, taking into account the opt-in opportunities that already exist, then adding in all of those people who submit RFI forms, we can see that as a pathway to adding more contacts to our lists.

Example of an RFI form

Check out this straightforward example of an effective web form.

It is true that the form can be designed to ask additional questions, however we know from numerous usability studies that the shorter a web form is the more likely our average website visitors will actually stop and fill them out.

Our #1 goal will be to increase our ability to engage with our target audiences, which means that simply garnering their direct email address—thus facilitating being able to digitally communicate with them—is our top priority.

Conclusion

An RFI web form will help you add new contacts to your contact lists, track topics in which people are interested, follow up with constituents, enhance users’ experience, and provide Oregonians with the information and expertise for which they are searching.

A web forms should be straightforward, simple, and visually appealing. And it should communicate to the viewer exactly what they can expect to receive in exchange for their valuable time they will spend filling it out. This is how you will ensure a professional, user-friendly experience on your website.

A successful RFI form will lead to an increase in your number of contacts and engagements. So, why not get started working with the Navigator team to help you grow and expand your network today?

 


About the Navigator digital engagement team. For months now, many of you have heard from me as I produce a long-term CRM strategy for OSU Extension and non-credit learning. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.

Extension website updates.

  • People in county and program groups can tag or untag themselves from events entered through other groups. Go to the event page and go to the “Modify tags” tab at the top of the page.
  • All users can now tag themselves with languages they speak and have it shown on their profile. The language options are fairly limited right now initially, but you can submit a support ticket to get other ones added.
Posted in CRM.

Let’s ask ourselves: How do people find information about my Extension program? How do they find ways to participate?  Plus the critical follow up: How much do people like the interactions they have with my team?

Doing Extension work well is based on the answers to these fundamental questions. The answers inform how we plan any of our outreach and communication efforts.

To reach answers to the questions, everyone on your team must understand the essence of the experiences your constituents have.

Journey mapping is an exercise we use to shed light on that.

Shine a bright light on any areas where your constituents’ feedback says they have a less-than-perfectly-delightful experience… and your team can make a plan to turn that around!

What is a Constituent Journey Map?

A journey map is a type of diagram. It’s a visual representation of an experience as viewed from the direct perspective of one constituent (or constituent group) with whom your Extension program interacts. The important piece is that everything in the diagram is meant to capture the experience of your constituents themselves. This is not about your program team’s perspective.

While journey maps come in many different forms, commonly it is represented as a timeline of all the touchpoints between a constituent and your program—i.e. what they see from outreach efforts, materials they read, places they go, and people with whom they talk. This timeline contains information about all channels your constituents use to interact with you.

A user journey map template. Image: NNGroup

What are the parts of a journey map?

A journey map facilitates analysis of a journey in elements like:

  • Persona – what are the characteristics of an average program participant or constituent
  • Stages — does the journey proceed through distinct phases of interaction?
  • Incremental steps — such as those that help complete a specific process
  • Touchpoints — how does the person come in contact with your program?
  • Technology used (if any)
  • Amount of effort — is the constituent passively receiving info or filling out a form (or other task), e.g.

What design problems do journey maps help us solve?

Primarily, the goal is to visualize how a constituent interacts with our services and allows program design to occur in a way that takes a constituent’s point of view into account. The approach leads to:

  • Improved services to a specific audience
  • Helping discover ways to align audience’s experience with your program’s strategic priorities
  • Exploring potential problems that may have arisen in surveys or feedback
  • Planning for a transition or change in direction

This fosters a constituent-centric approach to designing our efforts, which ultimately leads to a better experience for them.

Example of a completed constituent journey map

The seven steps to create a journey map

1. Choose scope

The scope of the constituent journey map can vary from the high level showing complete, end-to-end experience to a more detailed map focusing on one particular engagement—for example, registering for a workshop.

2. Create a persona

Who is your constituent? In constituent-centered design and communication planning, personas are profiles of fictional characters created to represent the different types of Oregonians that have similar service needs. A persona should be created based on information you have about your audience(s). Having solid information about an audience will help prevent making false assumptions.

Tips for creating a persona:

  • Collaborate with team members who interact directly with this audience
  • Look for commonalities and patterns among various individuals
  • You may create multiple personas to represent different groups
  • Base your persona characteristics on data you have collected

3. Define the constituent’s expectations

It is important to define what expectations the people in the specified audience may have about the interactions described in the journey map. For example, one scenario may be a person using a Google search to find information pertaining to a workshop. Here, the expectation may be that the workshop’s title will appear in the search results and the link will proceed to a page full of detailed information on the webpage.

Meaning that in some cases, the expectation is fairly simple and straightforward. In other cases, more complexity is involved. The key is to be on the lookout for where things get more complicated. This can lead you to the source of frustration—one of the pain points mentioned below—some will feel when they’re trying to complete a task.

4. List all the touchpoints

Touchpoints are actions taken by the constituent and also interactions they have with your program. It is important to identify all main touchpoints to establish as much empathy as possible for how, where, and when your constituents add to the perception they have of your program and how it communicates out into the world.

5. Take constituent intention into account

What motivates your constituents to engage with your program, to view online content, or to sign up for newsletters? Another way to look at this is to ask what specific problems are people hoping to solve when they decide to reach out to you online? Different segments of your audience will have different reasons for engaging.

Let’s use an average e-commerce website as an example. There is a difference between a shopper who is just browsing through many options and one who wants to arrive to the website to accomplish a specific purchase. The design choices on how to display information or options—such as a “buy now” button—would take the differences into account.

For each journey map, it’s vital to understand:

  • Motivation – why are they trying to do it?
  • Channels – where are interactions taking place
  • Actions – the actual behaviors and steps taken by people
  • Pain points – what challenges arise as people are trying to complete tasks

6. Create a first draft of your journey map

Mark Kindred will work with you, guiding the process of filling in the components of your team’s journey map. Or simply start building your own map. Try to account for all the timeline elements that you can related to your program. This can be a fun exercise, and the idea is the results will have a positive effect on all the various types of communications you have with your audiences.

7. Perform an assessment and refine the map

It is important to point out that journey maps should result in truthful narratives (or as close as you can get).

You should plan to use information from the Extension website’s content analytics dashboard as evidence that your journey map resembles real use cases. Gather and analyze information about your audiences on a regular basis. For example, participant feedback (do you send out online surveys?) is something that can be used to improve your team’s understanding of their experiences.

Your journey map assessment yields:

  • Where are the opportunities to combine separate steps to produce a streamlined experience?
  • Which steps represent pain points people experience and how might those be changed to improve the experience?
  • Which steps require exerting the most effort and how might you reduce the effort?
  • Where do people encounter a “moment of truth” type of event that makes or breaks their experience or leads to different outcomes (perhaps different than intended)?

Conclusion

The most critical thing to remember is that the goal here is to create a journey map that helps everyone share the same vision for your program.

You may start collecting the parts of the map today and share them with your team or colleagues who are familiar with the audience you’re serving. Let them weigh in and make it more and more accurate.

Make it possible for everyone on your team to examine the entire experience from the constituents’ point of view then leverage the information while designing various aspects of your program.

 


About the Navigator digital engagement team. In the coming months, many of you will hear from me as I produce a long-term CRM strategy for OSU Extension. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.

Extension website updates.

  • The Extension web team is aware of recent incidents of website pages that may load more slowly than normal and is investigating the issue to get it resolved. An important point is slow load times seem to be isolated to Extension employees who are logged in to the website content management system at the time. The web team does not expect average visitors to be impacted by this issue. If you have any questions, please contact us via the support form.
  • Information about Content Teams and Web Groups has been updated on the Content Teams/Web Groups page. Please review the information for a content team or group with which you are involved for accuracy.
Posted in CRM.

If you saw something at the 2019 EAC you found especially interesting and I’m not covering it here… We encourage you to scroll down to the “Leave a reply” section. Please post a comment to describe how we can help.

On behalf of the Navigator team and others in EESC, just a quick “thank you” to all who had conversations with us, stopped by our table, or simply listened in on the exciting ways in which we have been working to empower digital engagement for Extension in 2019.

What is Navigator? Navigator is a customer-focused system to engage Oregonians and deliver information across multiple channels

In case you missed one of our teams’ sessions, or were looking for a way to rekindle some of the excitement building up around what was presented, here are some downloadable presentation materials we think can help you build ideas for digital engagement in your program area or office.

 

1. DIY Extension Marketing

Michele Scheib, Ann Marie Murphy, Chris Branum, Nicole Strong

Creating awareness of the value of Extension and recruiting participants and volunteers is often top of mind and can be a challenge for Extension offices and programs. This session shared tools, ideas and experience to help market Extension in your county and region from a variety of people and perspectives.

Download presentation

From the Extension Website User Guide

 

2. Extension Website Lightning Talks

Bryan Mayjor, Amerie Lommen, Michele Scheib, Jen Holt, Mark Kindred

The Extension website is more powerful than many realize. In this session, we presented short lightning talks on tips and tricks for using the Extension website and related tools, reporting impact (including Digital Measures), best practices and requirements for web content (including accessibility for visitors with disabilities), and news about upcoming milestones in Extension’s digital strategy, including CRM development.

Download presentation

Handouts

 

3. Building a CRM Practice in Extension Programs: the How & the Why

Mark Kindred, Carrie Berger, Daniel Leavell

The Extension Service is scaling up its use of CRM (Constituent Relationship Management) software as a digital tool to increase efficiency and strengthen productivity. For each program across Extension, the scope and scale of a CRM practice will differ. This presentation highlighted the steps undertaken to assess, plan, and implement a CRM practice using Salesforce. Learn what worked, what didn’t, and why this digital solution was necessary for helping the program achieve its goals.

Download presentation

 

 

4. Who Did What? Simple Secrets to Effective Writing

Jim Sloan and Janet Donnelly

This humorous, interactive session described the basic rules for writing for a general audience. We covered how to outline your material, how to structure sentences and paragraphs, and how to develop a writing style that engages and entertains readers. This session is helpful and inspirational to anyone in Extension who writes material for a lay audience.

Download presentation

 

 

5. Extension Efficiency and
Growth Opportunities

Amerie Lommen, Xenia Velasco, Mark Kindred, Jeff Sherman, KJ Knight, Kevin Leahy, Raul Burriel

A panel that helped foster ideas for social resilience and growth mindset, intergenerational marketing, community engagement, sustainable growth, keeping up meeting and event attendance within the community, reaching the next generation, and more!

Download presentation

 


About the Navigator digital engagement team. In the coming months, many of you will hear from me as I produce a long-term CRM strategy for OSU Extension. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.

What I thought would be fun is to walk through a few actual screens people see when using the Salesforce CRM.

If you’ve never logged in to Salesforce (or any CRM) and have wondered what it is like to experience that work flow, this will be a brief window into the way this powerful software works.

There is too much to fit in just one post! But it’s worth it to try to reveal some of its features.

And not just any screens… What I will cover today is a few steps in the process of sending emails to Extension partners or constituents from directly inside the CRM and, furthermore, explain why that’s a good idea.

Let’s get started.

For a recap of posts related to Constituent Relationship Management (CRM) …

  1. What exactly is a CRM… and why should I care?
  2. Steps to build CRM capabilities for an Extension program, and how long will it take?
  3. How collaboration across Extension leads to effective use of a CRM

How it all begins…

The benefit of operating in a CRM is it provides the ability to make data-informed decisions. Check out the way this dashboard fills the screen with targeted details about an ongoing set of outreach efforts—emails, text messages, and the like.

With dynamic feedback in front of you, showing how your audience is responding to recent outreach efforts, you can step up the pace of new messages. Or perhaps the better choice may be to switch gears and reach out to folks by phone because their email response rate shows up as lower than everyone else’s.

The CRM provides the info you need to make the best choice on process and timing. Now, let’s review varying levels of email delivery.

A-B-C basics: let the CRM deliver your message

From Salesforce, sending a single email is handled on a screen that, once you take a look, bears a resemblance to any webmail software. You’ll feel right at home crafting all the parts of the message, just Salesforce does the work when you click the Send button.

Options for customizing the email message mean you have added flexibility here. It enables you to communicate with your constituents in ways that align with your team’s plans for providing support.

For instance, the email can be sent from you or from the organization and you can modify this aspect on-the-fly (right before you send). An example: if the person receiving your email chooses to reply, you may need that reply to go to a group mailbox—as it is reviewed by the team, there’s a greater chance of reacting to it right away—so in that case, send out from the team’s group address.

Not only can you customize, but the message is saved as an “event” right in the CRM. Read on to find out more about message tracking.

Step it up! Smart tools for bulk email delivery

We already know there are times when a critical message needs to be sent out to a wider audience. Think of advertising the opening of registration for a new workshop. Or an advisory committee meeting has a new start time and all committee members need to be notified right away.

In the below screen shot, we see a sample Salesforce screen showing a list that has been filtered to reveal five people set to receive your next message. The purpose of this Pending Approvals screen is to restrict the actual delivery of messages until details are fully approved by the right person on your team.

Using a special set of features in the CRM, not only can you quickly send all five people an artfully designed template-based email — a process that from this screen requires exactly two clicks — but, in fact, you can also choose to pause for a moment and add personalized comments of your own.

NOTE: we will cover email templates in more detail in a future post

So, you decide to add a personalized message to one recipient. You would use a screen like the one below. On the left side of the screen, a text box for Introduction above, and an open text box for Conclusion below it, permit personalized comments to appear at the very top and, optionally, bottom of your beautiful, HTML-format message.

Not every email can be handled in this way, but for parts of your communication plan that are incredibly repetitive, this technique can add a lot of efficiency. It’s time I am sure you would like to gain back!

Message tracking — measure the results, improve as we go

Of critical importance to us as the total number of messages we are expected to send and receive shows signs of increasing dramatically, is appropriate analytics we can use to better predict how our outreach efforts will perform.

For example, your team just used the CRM to send a message out to a large group. So far so good.

The first draft was a wall of text, a step-by-step guide instructing each recipient how to carefully negotiate a sign-up process. Your team waits to see if every recipient follows through on the steps. Do they open the email? Will they read it all thoroughly?

Or… you suddenly recall another team member’s brainstorm of placing a visually appealing photo at the top of the message. Nothing compares to a photo of OSU Extension faculty immersed in an engagement with smiling young people, who are excitedly learning about forest ecosystems. So, you wonder, would that have been a better way to engage with this audience?

Thankfully, you have the CRM dashboards you can turn to for answers to these important questions! Check out the sample screen above, offering up an Email Performance report.

This is another reason we use the CRM. Through the power of advanced analytics gathering, it collects up vital details of key performance indicators such as email open ratesclick rates — i.e how many times did the “Read more” button in that third paragraph receive a click — as well as the dreaded unsubscribe rates, which we all agree should never happen, because Extension info is just too fun and interesting!

NOTE: enhancing email message relevance as a means by which to prevent people from unsubscribing from emails is a critically important process. It is based on processes to which we can all contribute. More on this at a later time.

Conclusion and (a little) more to think about

If you are reading this far, I thank you for catching up on the power the CRM brings to managing message delivery and analytics data gathering.

Some related (and intriguing) features we haven’t yet talked about include:

  • The CRM can send SMS text messages. too
  • Pulling up one of your contacts in the CRM displays a history of messages you sent them via the CRM
  • Microsoft Outlook plugins are available to bring some CRM capabilities right into standard emails
  • Instead of manual delivery every time, certain messages can go out automatically, using customization options within the CRM

If you would like to hear more about any of these features, please reach out to me any time for discussion. I’m here to assist.

 


About the Navigator digital engagement team. In the coming months, many of you will hear from me as I produce a long-term CRM strategy for OSU Extension. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.
Posted in CRM.

Salesforce logo

Hello there, everybody. I’m here to share a little more info about basic CRM (Customer Relationship Manager) practices and especially about beginning to use the Salesforce CRM platform.

One of my posts introduced the Salesforce CRM platform.

And another one outlined the steps needed to design and build CRM capabilities for an Extension program, complete with timelines.

But in case you were still wondering, there are many practical (and simple) ways in which your program will derive benefits from the advance to CRM practices. Here are examples of powerful results you can expect from this new tool. Thanks for reading on!

Organize your contacts, see a history of their interactions.

A CRM’s core purpose is managing relationships. Those relationships you have with constituents, clients, agencies, and industry partners are the lifeblood of the work you do. You spend time interacting with them as individuals, other times as groups, and the CRM will help coordinate both.

You will benefit from the sophisticated ways it maintains information about the people with whom you collaborate and get work done.

The system will, yes, provide a simple phone number or email address you need to reach out. But at a glance, you’ll also see when the last time was that you had an interaction with that person and what the outcome was. In case you ring her up to answer a big question and she’s out of the office, not to worry. The CRM’s awareness of relationships between people lets you track down the contact info for her colleague inside that organization who’s also a contributor to the same project — problem solved!

Then type in a summary of that new conversation in the CRM, allowing you to access the details any time.

Likewise for relationships with Extension clients and constituents. Go ahead and pick up the phone for a conversation with someone who’s in the midst of submitting critical paperwork. You’ll have access to an interaction history for that person in the CRM, showing you what steps have already been done and so you are able to advise them about the next step, simply because you pulled up their detailed info before calling.

Send smarter emails.

Let me share this example from an earlier post.

Let’s imagine a class or workshop that just took place. The last hour of the workshop was dominated by a very interesting discussion topic. One idea the instructor can have is to follow up with even more relevant resources to enhance what the group is learning. The steps would look like this:

  1. Login to the CRM immediately after class
    this makes the information timely and helpful
  2. Create a custom email message; fill it with relevant links
    make use of an email layout with attention to branding and readability standards
  3. The new email delivers out to the cohort
    the people from that class—the appropriate audience—see the email and experience the benefit
  4. The cohort may continue the discussion
    include a link to a discussion board where they continue sharing ideas
  5. Afterwards, extend the usefulness of the content
    flag that helpful content so it’s then used in an upcoming enewsletter – broaden the impact on a wider audience

Additionally, the CRM will allow for an increasing reliance on automating certain emails. Automatically deliver messages even for simple things like a note to say “thank you” after a person fills out interest forms on the Extension web site.

Consider the ability to send automated reminders for upcoming project due dates and important events. Has a calendar date come and gone and an important document hasn’t shown up? A well-crafted gentle reminder can make all the difference. Salesforce can be enabled to react to predefined conditions and automatically trigger messages to the appropriate people.

Your partners — relations and support.

Another key point of a CRM is that it is a database. It stores and organizes incredible amounts of information.

Using this data, you will be empowered to manage the many various aspects of working with a program partner.

Your team will want to research prospective new partner organizations. For each prospect, you’ll need awareness of each one’s presence, capabilities, and capacity in the various geographic regions your team serves. Simply record this complex info in the CRM.

As your team’s regional specialists plan outreach efforts, lists appear for them, each one pre-filtered to show relevant information for that region.

Maintain profiles of your partners that are accurate over time. Because your entire team has access to the shared data, their contributions to the system keep up with various changes for that partner. An important piece of the partner relationship is assessing and evaluating the efficacy of the work being done with them and you will save these details in the CRM to inform future efforts.

With established partners, those vigorous periods where the actual work is getting done will lead to new relationship management challenges. Make use of the CRM’s database features to design and manage workflows. Salesforce will be a quick and easy way to manage the sometimes complex communication plans you’ll need to customize for each partner.

Though its true the possibilities are endless, hopefully you’ll agree I have shed light on a few effective examples that will save your team time and energy? I look forward to answering any questions you may have.

 


About the Navigator digital engagement team. In the coming months, many of you will hear from me as I produce a long-term CRM strategy for OSU Extension. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.

Extension website updates.

  • The OSU Extension homepage looks a little different now. Updates were made based on user data. We are also working on a more comprehensive homepage design to come this fall.
  • Minor feature update: added ability to change list style and anchor id of collection sections
  • We made changes to the main menu based on user feedback. “Find us” is now “Contact us”. We added a link to ‘Ask an Expert’; And the latest website content is now available under ‘About us’.
Posted in CRM.




So, we have arrived at the point where you’ve dreamed up some digital engagement strategy magic for your Extension program that, once deployed as a Salesforce site, will advance Extension’s mission of serving Oregonians. That’s great! What now?

What’s the time commitment?

The next questions are the obvious ones: what does a CRM project (see “What exactly is a CRM?“) look like in real life? What decisions will need to be made and how will it move from inception to deployment? And… how much time do we need to get the job done? Let’s review a pretty typical framework that helps answer that very question.



Step 1: Assessment, resulting in a Project Charter

Duration: 3 weeks

Time commitment: 15 - 20 hours


Time commitments

The CRM project team will consist of the primary stakeholders inside your Extension program and the Navigator digital engagement strategy team. Work sessions will be scheduled in advance to allow the project team to meet for about four to five hours per week.

Objectives

The team will focus on establishing what reporting needs exist for the program. In other words, what data points need to be delivered to governmental bodies/agencies, division leadership, program leaders, constituents, or other audiences. Decisions based on this assessment will lead to planning the CRM app design to facilitate collection, analysis, and delivery of that info using Salesforce. The info we glean from this step yields the set of Project Requirements.

Project Requirements

The operational features of the CRM software that provides the functionality needed for the project to be successful. In other words, if each and every requirement is satisfied by the performance of the CRM software, then the overall project is a success.

Deliverable

Once the Project Requirements are established, we express an agreement to proceed with development work using a Project Charter document signed by the team members. Now, the project may move ahead.

Project Charter

A project charter is a formal, typically short document that describes your project in its entirety — including what the objectives are, how it will be carried out, and who the stakeholders are. It is a crucial ingredient in planning out the project.


Step 2: Develop, test, iterate... and repeat

Duration: 4 - 8 weeks

Time Commitment: 2-3 hours per week


Time commitments

As the Salesforce developer, I will be engaging in dev (development) cycles that fulfill our project requirements. This does mean the time commitment of other members of the team will be relatively low. The primary requirement is time spent reviewing the individual deliverables provided by the developer and providing thorough feedback and/or approval. Review sessions will be scheduled to correspond with incremental milestones reached during each dev cycle. The sessions are expected to occur on a weekly basis.

Objectives

The goal here is to produce working CRM components, to test each one thoroughly, discover what works and what doesn’t, and then create new iterations of the components until they meet everyone’s behavior and performance expectations.

Deliverable

The Salesforce source (programming) code that delivers the functionality needed to satisfy the project requirements.



Step 3: Deploy, CRM training

Duration: 2 weeks

Time Commitment: 15-30 hours


The light at the end of the tunnel appears! As we run our project through its final paces, and conquer our last set of bug reports, all we are left to do is celebrate our new CRM app  that’s ready to launch for the world to see! Our party will include cupcakes and/or some organic, nut-n-berry muffins, plus a round of high-fives for everyone who contributed to the project’s success. This is the point at which full deployment of the new source code means the new CRM app is “live” for your target audience to access online.

Deployment

The deployment of a project is the final step that makes the new CRM app available to your users and the broader public. Now that beta testing has been completed, the app is ready to be used for actual work.

Time commitments

Build it and they will come? Well, no, we know better than that. Your team will benefit from a new CRM app only to the degree they’re informed about best practices and how the app becomes a digital tool they can turn to in their day-to-day work. As we did back in the day when Microsoft Word or a web browser was first introduced to our daily routine, a strong “habit” can be hard to establish, but progress should be steady and consistent.

The Navigator team will be there to schedule periodic trainings as well as provide ad hoc support.

Objectives

The goal is for everyone on your team to make a contribution to the success of new CRM practices. The highest rate of success will come from nearly everyone pitching in to the effort. The Navigator team will coordinate with the leaders in your program to ensure we set the appropriate expectations and respectful approach to the time constraints you face during this time.

 

 


About the Navigator digital engagement team. In the coming months, many of you will hear from me (Mark Kindred) as I begin a phase of needs assessments, as a step toward producing a long-term CRM strategy. I look forward to talking with you and ensuring my work is in alignment with the business needs of your unit and the long-term vision of the university. The digital engagement team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.


 

Clock icon created by bezier master from Noun Project.

Posted in CRM.

Arriving at effective use of CRM (see “What exactly is a CRM?“) practices will require collaboration between the Navigator digital engagement team and the Extension faculty and staff who create and foster valued relationships with partners and constituents across Oregon—all of you, right?

All that collaborative work is done by people.

The single greatest factor to allow people to perform better together is trust. In the case of building a CRM practice together across the Extension Service, I’m thinking of trust we will build upon in these areas:

  • Our shared goal to follow through on OSU Extension Service’s organizational mission
  • The urgency of collecting information about partners and constituents in a shared resource — a database
  • Constant vigilance on issues such as the safety and privacy of all information
  • Safeguards on the responsible use of information that is shared among Extension programs
  • Ongoing availability of training and support to help use the CRM in effective ways

The current reality across Extension is people’s contact information for various Extension programs ends up saved in different formats, tucked away in different locations, accessible by separate people who communicate sparingly with each other.

Meanwhile, by virtue of their varied interests or engagement with Extension events, our constituents navigate through numerous Extension program areas, popping up in contact lists owned by different programs (or county offices).

The result is ongoing outreach efforts that land in their mailbox or In box coming in from different  Extension program areas. Thus increasing the potential for them to become bombarded with messages from Extension… how are we to measure the efficacy of all our time and expense in this current system?

We can do better!

The Navigator team is making plans for our CRM future

The hope, then, is we collaborate to create a new system together.

As our trust — in each other, in our ability to build effective partnerships, and in the awareness how CRM practices save time and build efficiencies — grows, so will our ability to design new online tools to tackle the unique challenges we face as an organization. The Navigator team can’t face these challenges alone! Our planning and design phase relies on your inclusion in understanding where the day-to-day business needs are and how to address them with appropriate, scalable solutions.

And about that training and support…

Workshops and training sessions will be recorded for viewing year round.

As we work through the latter half of 2019, the number of opportunities to interact with the Navigator digital engagement team for consultations, trainings, and partnerships will steadily increase. We look forward to working with you!

Our conversations will provide hands-on guidance as to how to use a CRM for your program’s unique business needs. We’ll strive to use multimedia with an aim of broadening availability of learning resources to everyone who needs them. We will have recorded webinars and in-person sessions, viewable online at any time.

If you have any questions about how to begin thinking of the CRM as your next tool to streamline communications, our team is ready to hear from you and listen to your unique view of Extension from where you’re at.


About the Navigator digital engagement team. In the coming months, many of you will hear from me as I produce a long-term CRM strategy for OSU Extension. I look forward to talking with you and ensuring the CRM plans are in alignment with the business needs of your unit and the long-term vision of the university. The Navigator team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.

Meanwhile… Extension Website updates.

New example program pages have launched since our previous blog post. These are great examples of how you can lay out your content for program participants, volunteers, and other people who are involved with or interested in your program.

Posted in CRM.
Some characteristics of the people Extension serves across Oregon—our consituents or clients—are changing. Broadly speaking, digital literacy, for one, is a big driver of some of the changes we see in people’s behavior. Perhaps we see some web traffic head to Google search that we’d like to see arrive to the Extension web site.

Naturally, our goal is to retain and enhance people’s awareness of the unique expertise and perspective brought to their questions and challenges by OSU Extension Service.

The prevailing thinking on this topic, across many areas of a client’s day-to-day activities—from banking to purchasing an item to seeking out a workshop from a local Extension office—is the degree to which it helps to receive communication messages that appear personalized to the individual. The sensation of “wow, this is just for me!” Whether it’s a postcard in the mailbox or an email message in the IN box, in those cases where it’s the right information coming to them at just the right time, we can expect that message to be well received. We would expect it to be perceived as relevant and worth their immediate attention.

Pause for a moment to think how many emails land in your own IN box and go unread? In cases where we can increase the relevancy of that subject line and the information inside the message, we can seek to change the nature of that problem.

Opportunities abound to personalize!

So, the challenge we set before us is to discover ways to begin delivering timely information in a personalized way. To achieve this goal, you devote some time to creating a strategy fitting the unique aspects of your corner of the Extension landscape. In collaboration with O&E’s digital engagement team, you’re then outfitted with the appropriate mix of CRM tools to meet your needs.

From there, the next steps are powered by your own creativity! It may help to see an example? I recently brainstormed one simple workflow that I thought would make a big impact. Let’s walk through it.

A simple example

We can imagine a face-to-face class that takes place and some hot topic emerges, organically, from the discussion. One idea we can have as the instructor/facilitator is to follow up to send relevant, topic-related resources to that cohort. The steps would look like:

  • Login to the CRM immediately after end of class
    for timeliness
  • Create a custom email message; fill it with relevant links
    use an email layout template for expediency
  • The new email delivers out to the cohort
    only the people from that specific class
  • The cohort is able to continue the discussion
    perhaps by linking to a discussion board where they can share ideas quickly online

And it doesn’t stop there…

There happen to be so many ways to implement personalization that they don’t all fit in a single blog post. I would even like to begin exploring “proactive customer service,” which is a strategy by which we answer people’s questions for them even before they ask them and that just seems like it will be an exciting option. Look for it in a future post!

What ideas can you dream up? I would welcome your vision of a personalized experience for your constituents, clients, and partners! Send me your ideas?

We can’t personalize what we can’t track

In the example above, we see a chance to really effectively communicate with a distinct audience. But there happens to be prep work needing to be done to achieve that success. Let’s discuss some of the ways a CRM platform will help us get there.

  • create the list of names and email addresses for program participants—our Contacts
  • track registration for upcoming classes
  • the ability to track attendees for each class—the cohort
  • use a simple filter to end up with a list of Contacts making up that specific cohort
  • quickly pull from a set of beautifully designed email templates
  • rely on the CRM to provide email delivery directly to each person
  • then… sit back and wait to hear from satisfied clients!

About the O&E digital engagement team. In the coming months, many of you will hear from me (Mark Kindred) as I begin a phase of needs assessments, as a step toward producing a long-term CRM strategy. I look forward to talking with you and ensuring my work is in alignment with the business needs of your unit and the long-term vision of the university. The digital engagement team is looking forward to talking with you about how digital engagement is aligned with your work and can provide new benefits.


Meanwhile… Extension Website updates.

  • If you missed the May 31st webinar training, you can now watch the recording. You will learn about Managing County Landing Pages and Local Focus Areas. County pages have a new description section. You are able to move information about your county farther down the page, if needed.
  • We have switched the map technology used on the site. You’ll notice some difference in how it looks, but the intent was to make it function in all the same ways. One improvement worth noting: the process for entering an event location is simpler. You can type in the address—no longer need to find it on the map. Also improved: the map on the Find us page is wider.
  • Our History page in the About menu is recently published. Check out the historical photos of Extension, which also serve as a great example of how programs and local programs, such as 4-H and Master Gardeners, can add and display images on their pages.

 

Posted in CRM.
In a nutshell, CRM stands for Customer Relationship Manager, and what this means is it’s a type of software to organize, build, and maintain strong relationships.

At OSU Extension, it’s true we refer to the people in the communities we serve as something other than “customers,” so we will find another way to describe that part.

Yet we do know the nature of Extension getting work done across Oregon continues to be reliant on relationships. Thus, the ability to efficiently manage the ties by which we relate with individual communities becomes more and more critical.

A sample image of analyzing visits to a web site

The CRM development for Extension will be driven by the goal of strengthening relationships.

So, a big motivator to use a CRM software platform is to allow our organization to act more efficiently with, about, or on behalf of a contact—i.e. a relationship with a constituent or program partner—and in the long term, increase the overall value of that relationship over its lifespan.

Have you ever found yourself wondering “How often did I connect with this person on my region’s programs?” If so, as you begin to open up the CRM and review its reporting tools, you will find that answer!

Adding a set of technology tools that organize and analyze information about activities in your region allows OSU Extension Service to perform work efficiently, having an impact on more people over time without overtaxing existing resources. The eventual aim is to provide improved services to Oregonians by engaging in data-driven decision making, relying on information that shows us what has been relevant and successful in the past.

Salesforce logo

How does Salesforce fit into this conversation?

As far as CRMs go, they happen to have many shapes and sizes. The cloud-based software company, Salesforce, is at the top of this category. In recent years, OSU has made significant investments in Salesforce CRM infrastructure and this investment is growing.

The reasons to have selected Salesforce include the fact it offers many valuable and flexible features. And I am personally excited to begin exploring the benefits it can provide to your own operations.

As Extension’s impact grows, so does the need to manage relationships

As we apply a thoughtful process — informed by conversations I have with each of you — to the roll-out of CRM features to help you work, the benefits include:

  • 360-degree view of constituents and partners
    Awareness of all the points at which you interact with constituents can help you find and focus on individuals and what they truly need.
  • Enrich the relationships, person by person
    Insights drawn out by a CRM report will pinpoint potential program enhancements to deliver benefits to specific people or communities. That sense of individualized attention, known to be time consuming using current tools, can become a powerful communication method inside the CRM-driven outreach efforts.
  • Enhancing communication
    As you know from experience, learning all we can about people and their distinct needs matters. It makes it easier to add  relevancy to the information they receive from Extension. As new people come your way with perhaps more complex questions, a trove of details inside the CRM means you quickly see more about them in one place, making your response and advice more informed.
  • And many many more!

My name is Mark Kindred, and I am in the newly-established role of Salesforce Developer for OSU Extension Service and the division of Outreach & Engagement. In the coming months, many of you will hear from me as I begin a “needs assessment” phase of a longer-term CRM platform strategy. I look forward to talking with you and ensuring my work is in alignment with the business needs of your unit and the long-term strategy of the university.

The digital engagement strategy team looks forward to talking with you about how CRM is aligned with your work and can provide new benefits to you.

Posted in CRM.