CounterMarch Systems

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Flex/Apex Webinar

If you're considering doing work with the Apex toolkit for Flex integration with Salesforce.com. you might want to sit in on a webinar next Wednesday at 1PM Eastern time. My talk on the same topic at CFUNITED isn't until 4PM that same day. so if you can't make it or have a scheduling conflict go hear it from Salesforce instead of me!

Text from their email:

Attend this live Webinar and learn how to build rich on-demand applications with the free Flex Toolkit for Apex. Join technical experts from Adobe and salesforce.com as they demonstrate the power of Flex and explain how to use the toolkit to create expressive. high-performance applications on the Salesforce platform.

  • Discover how Flex makes it easy to build apps that give users a "Rich Interface Application" experience
  • Learn how to use Flex and the Salesforce platform to build dynamic. interactive user interfaces and S-Controls
  • Find out how to tap into free Apex Developer Network (ADN) resources to get started right away

Bonus Offer: Attend the Webinar and receive a 15 percent discount when you purchase Adobe Flex Builder 2 from the Adobe Online Store.


I can't offer the discount. unfortunately :-)

SalesforceFlexApexApollo

Presentation complete!

All materials are available at http://www.countermarch.com/salesforce

Got a little crazy at the very end of the preso - recompiled my Salesforce Query Tester Flex application as an Apollo app. Seemed like the kind of utility I wanted on the desktop while I do my development. Works great!

I expect that we'll do more work with Salesforce in the near future. The Apollo hook is an especially attractive one now - who really wants to have to log in to a bunch of different web apps to get things done? I could see a salesperson running a small Apollo app to run up-to-the minute lead reports or banging out quick emails to a "favorite" list of Contacts. Forget the browser...this is moving way beyond that now!

And just for the record...converting the Flex app to an Apollo one really was as simple as changing mx:Application to mx:ApolloApplication. To create the package I used this:

C:\web\local\sfApolloQuery\bin>"c:\program files\adobe\flex builder 2\apollo sdk
\bin\adt"
-package sfApolloQuery.air sfApolloQuery-app.xml sfApolloQuery.swf

You will need the Apollo runtime from Adobe Labs to run the AIR file. And a Salesforce login too :-)

Recruiting Successfully

About 5 months ago we flipped the switch on our athletics recruitment system for Lehigh. At the time. this was the largest project we had ever undertaken. I'm proud to report that it's been a fantastic success.

The system. if you're not all that familiar with it. is basically a CRM platform for coaches and athletics staff to track everything about their prospective student athletes. Now that Princeton and Harvard are twisting the landscape by removing Early Decision from the recruiter's toolbox (it was almost necessary to lock in the best recruits). doing better information gathering and communication management is critical. Lehigh is ready for whatever may happen (which right now looks like no change) now that they have the tools to manage a more effective recruiting process.

One good (but qualitative) measure of how well RecruitWeb is doing is by looking at what the coaches are saying. They LOVE it! The wrestling coach. Greg Strobel (a big name in the wrestling world). absolutely loves how easy it is to use. He's sent me email while he's on vacation. telling us how great it is that he can work on recruiting from the porch. All of them love that they can now work on recruiting from home. from the road. from their desk...all because it's finally a web-accessible solution. Plus. there have been no real usability issues. We dumped a lot of Ajax into this system to make it responsive and provide immediate feedback to the user. It's worked out really well.

The quantitative measures are interesting too. To comply with NCAA regulations regarding student athletes. you need to keep track of every contact you have with a prospect. Since we went live. over 50.000 contacts have been logged across a variety of means (email. letter. phone calls. visits. etc.). That's an unbelieveable amount of activity for a fairly small athletics program!

Any current CRM product is necessarily email focused. This system does use email extensively - but thankfully the coaches aren't going nuts with it. Last time we checked about 1800 email messages had been sent to groups anywhere from one to 800 potential recruits. Approximately 8000 recruits were the intended recipients of email messages during that timeframe. We track who's sending what. log the impressions and clickthroughs. and make sure that the email is logged against the recruit's record as well. It works great and they like that they don't have to worry about design - we take care of all of that for them. The ability to schedule messages for later delivery has come in handy on MANY occasions.

The one "killer feature" that the coaches love is the ability to create new data fields as they see fit for their sports. Instead of one big database that holds everything for everybody or a separate table for each sport's info. we went the "tall" route and swiped the concept of tags from the Web 2.0 world. Tags can stand alone or have values assigned to them (yep. the old "name-value pair" approach). It's been presented in a format that is very familiar to them and what a difference it has made - we transitioned to this system and as their needs evolve. they are able to adjust their data model themselves. Completely worth the effort. Several hundred tags have been created across all sports. Tags have been applied over 10.000 times to football recruits alone - it's pretty clear that some sports have more substantial needs than others!

Naturally. storing all this information is only half of the equation. The other half is getting it back out. The list generation tools that Matt built are really. honestly about as user-friendly as they can be. This isn't an Access query builder - this is much easier to use. Try it out! Go to our labs site. click on RecruitWeb. then "Lists". "Create new List". and once you save some basic info click "Edit list constraints".

All output is driven by these lists. Some sports have 30-40 lists. all broken down by different criteria. Coaches are one click away from emailing these recruits. making a mass note on all of their records or dumping out selected data for use in mail merges or similar things.

We consider this one to be a pretty big success for Lehigh. They're in this thing all the time and it's made their recruiting much more efficient and effective. We're really happy with it!

Oh. and for the geeks: it's currently running on Windows Server 2003 (works just as well on Linux). powered by ColdFusion MX 7.0.2. Built using Mach-ii and cfAjax. Integrated with Active Directory (but easily changed to suit any environment) and in Lehigh's case there's a pipeline to SCT Banner for sharing data with admissions.

Conference Time!

...except it's not MAX that i'm lining up to speak at! It's the CASE District 2 conference happening the last weekend in January. CASE is the "Council for Advancement and Support of Education". an organization that Lehigh is very active in.

I'm giving a presentation with the Executive Director of our Alumni Association:

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"Alumni Events from Small to Leverage Technology. Get Organized. and Make Your Life Easier"

Chris Marshall. Executive Director. Lehigh University Alumni Association

Steve Rittler. Director of Technology. Lehigh University Alumni Association

Hear how you can blend technology. organization. and planning to manage alumni events. Learn from the executive director and the technology director of a national university with an active alumni base. See how they do it AND make their lives easier!

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So it looks like some of my work is going to get public airtime! I miss presenting so this should be pretty cool. I wonder if I should slap a "Powered by ColdFusion" logo on my slides ;-)

CRM

Usually when I hear management types talking about CRM. I get concerned.

They don't seem to realize the breadth of the solutions that certain entities put in front of them - solutions that create their own problems and never really address the end user's needs well at all. Higher ed is especially dangerous because they tend to get taken for rides all the time because of a lack of experience on the part of their in-house staff. I'm in a role to help guide this particular client through the process. but wasn't sure how I could participate most effectively. The last thing i want to see happen is a lot of money get spent for worthless software and an expensive service contract.

After spending some time thinking about how to address CRM to these key decision makers. I decided to face it head on.

The CRM market has shifted a great deal since the late 90s. A Harvard Business Review article I read noted that CRM activities and implementations are much more tightly focused on specific problems now than they were before. Instead of trying to solve the institution all at once. they have been taking smaller bites with a bigger picture in mind. This is a great model to follow.

We are currently building a suite of "back office" tools to facilitate the operation of a campus department. The project has evolved from strictly an automation tool to the first wave of CRM activity just by redefining the objectives of the project slightly. We took a step back and thought about what we were truly addressing and the shoe fit perfectly.

Now. with this one project well on its way to being a success. we've spoken with other areas of the institution about building similar tools. The more of these we do. and assuming we did our design right. we should be able to interface with the enterprise's data warehouse through a set of middleware we'll be writing too.

As always the technology is not the obstacle. It's politics. The enterprise folks aren't terribly happy that we've been able to use our rapid development capabilities (thank you. ColdFusion) to rip out some great tools very fast. We're addressing needs in weeks rather than months. and the data we're collecting is stuff that should be in their systems. We've offered to feed it to them. but they've thrown up obstacle after obstacle. More on how this plays out over time. but I bet we'll have to play a very good political game to get them to accept that we're not going away.

The users and management are very happy with what has been accomplished to date. As we have now redefined our mission as CRM. we should be able to continue to innovate and implement rapidly the tools to advance the mission of the institution as a whole.

About the blog

Celebrating our 5th year!

CounterMarch Systems is a professional consulting firm specializing in Adobe technologies with a special focus on higher education.

2771 Red Oak Circle
Bethlehem, Pennsylvania 18017
610.280.3455
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