Regional Salesforce.com Implementation

Sara GrahamTalent & Communications DirectorLansing Economic Area Partnership | LEAP

sara@purelansing.com

Background

• Received 10 Free Licenses in Fall 2010– Used by staff and interested local partners

• Transitioned from Highrise/Basecamp & Microsoft Outlook Contacts

• Minimal usage until Fall 2011• Staff transition allowed for a re-launch of

our system– “If it is not in Salesforce, it did not happen.”

Regional Implementation

• MEDC announces Salesforce as their chosen system• Contracted with Force by Design to implement

connectivity with MEDC• Decision to include Capital Area Michigan Works! and

Lansing Community College Business & Community Institute + ALL local partners

• Hosted 3 trainings for new users

System Specifics

• Salesforce to Salesforce sharing with MEDC• Local Partners on the same system as LEAP staff but

placed in groups by community• CAMW/LCC BCI on the same system as LEAP staff but

placed in a CAMW and LCC group• Retention Visits recorded by our BDP & shared to avoid

duplication

System Specifics

• 43 Users– LEAP - 10 Users– CAMW - 10 Users– LCC BCI - 8 Users– Local Partners - 15 Users

• Townships, Cities, Counties, Capital Region International Airport

• 25-30 Active Users– LCC has not finished customization– Learning a new system

System Specifics

• Economic Development System– Accounts, Contacts, Opportunities, Activities

• Incubator Management– Accounts, Contacts, Opportunities, Activities &

Leads• Web form imports to a lead• Custom information in Accounts

System Specifics

• Accounts, Contacts, & Activities are public• Opportunities (& associated Activities) are

private• Users need to be proactive about assigning

Activity and eMails to an Opportunity to keep it private

• Confidential by group– Only CAMW staff can see CAMW

System Security

• Funding for ongoing customization• Report building• Usage by local partners• MEDC sharing– Notification when something is shared– Not sharing BDP Activities

Weaknesses

CAMW Job OrdersCAMW! customized several fields within Salesforce.com. Among them was the Job Order feature. As a system, the Business Services Team tracks all of the high-wage in demand positions from initial contact of employer to position fill date. Relevant position information is tracked as well as team efforts in helping fill positions and position outcomes. Below is a “New Job Order” screenshot.

Job Order – Activity Notes

After a New Job Order is created in Salesforce.com activity related to the position is tracked. Relevant information is updated as status changes.

Reports can be pulled to monitor status and performance outcomes and can benchmark future goals.

Reporting CapabilitiesReports can be run on any data entered in the system. Reports can be customized. Below is a snapshot of Jobs filled by CAMW! BST.

Salesforce.com allows data to be translated in charts, pie graphs and visual diagrams for presentation and review

Reporting Activity• Snapshot of Salesforce.com job order open list.

Many of the Salesforce.com reports are used to inform area job seekers and CAMW! partners of current employment opportunities in the region.