Extension Salesforce Projects

Projects are Currently Underway or Completed

Events Management

This initiative is expected to launch this Fall!

Titan will replace the current CDMS for event management. Research is also being done to see if it can replace Course Merchant as well. While the CDMS and Course Merchant have served us well, Titan will allow us to create a better customer experience for event registration. Using the dynamic duo of Salesforce and Titan, we can create attractively branded, easy-to-use registration forms, collect payments without asking customers to re-enter data or go to a different page, automate email reminders for events, track attendance, and much more.

  • A soft launch is currently underway which uses the CDMS (WordPress) landing page and Salesforce/Titan for registrations and payments
  • All new registrations and payments will now go through Salesforce/Titan
  • For past events, the CRM Support Team will be bringing the data from the CDMS into Salesforce/Titan
Time Line
  • Mid-October
    • New events will be created and managed by the CRM Support Team
    • Access to the CDMS will be limited and affected users will be notified
  • Mid-November
    • The new landing page will launch and replace the CDMS
    • The CRM Support Team will notify Extension Staff and help to update links on department websites
  • Winter/Spring 2024
    • Event management tools in Salesforce will become available for Extension Staff
      • This will include many things like creating your own events, tracking attendance, and accessing your registrant data.

Plant Disease Diagnostic Lab

  • Case Management (Live)
  • Email Templates (Live)
  • Reporting and Dashboards (Live)
  • Web Forms (Live)

Operations Team

  • Case Management (Live)
  • Reporting and Dashboards (Next)

Communications and Marketing Team

  • Project Management (Live)
  • Case Management (Live)

CRM Support Team

  • Case Management (Live)
  • Project Management (Live)
  • Reporting (Live)

Food Testing Services

  • Case Management (Live)
  • Document Generation (Live)
  • Customer Portal (Live)
  • Email Templates (Live)
  • Web Forms with Payments (Live)
  • Reporting and Dashboards (Live)

Master Gardener Volunteers

  • Application Management (Live)
  • Reporting and Dashboards (Live)
  • Web Forms (Live)
  • Project Management (Coming Soon)
  • Volunteer Management (Coming Soon)

Insect Diagnostic Lab

  • Case Management (Coming Soon)
  • Email Templates (Coming Soon)
  • Reporting and Dashboards (Coming Soon)
  • Web Forms (Coming Soon)

Pollinator Friendly Garden Application

  • Application Management (Coming Soon)
  • Email Templates (Coming Soon)
  • Payments & Sign Purchases (Coming Soon)

Dial Gauge Testing

  • Web Forms (Live)
  • Reporting and Dashboards (Live)

Veterinary Diagnostic Lab

  • Case Management (Coming Soon)
  • Email Templates (Coming Soon)
  • Reporting and Dashboards (Coming Soon)
  • Web Forms (Coming Soon)

Many other groups are holding preliminary discussions about how Salesforce might help their teams reach their potential and their audiences. The above list will be updated as implementations begin. At any time, email extension.crm@maine.edu to talk about how Salesforce can work for you.

Email Platform

Email Platform Review in Progress.

Status: Meetings with potential vendors are starting in November.

The Extension CRM Support Team and Communications and Marketing Team are working together to identify a new organization-wide email platform that will meet our needs. The chosen email platform will be fully integrated with Salesforce. This way, Extension can use the power of data management in Salesforce combined with robust email tools to better serve our customers.

Implementing an organization-wide email platform has many benefits to Extension, including:

  • Centralized training and support which will help staff who are creating newsletters, emails, etc. with best practices and strategies
  • Access to branded templates to make creating digital communications faster and the results better
  • Cleaner list management which means better customer service
  • Access to advanced features like drip campaigns and deeper segmentation
  • Development of an across-Extension “users group” where ideas and best practices can be shared instead of each unit feeling the need to find or create solutions themselves
  • Ability to report on email campaigns in Salesforce
  • Chance to see a more holistic view of each customer we connect with including whether they belong to one or many of our mailing lists