Agenda

Strengthening Campus Relationships through Data, Outreach and Enablement

Track: Customer Relationship Management (CRM)

Session Number: 9702
Date: Tue, Feb 28th, 2023
Time: 2:30 PM - 3:30 PM

Description:

The Business Strategy and Relationship (BSR) team under Financial Management Services builds and maintains positive relationships across Stanford University's 26 budget units providing support through a structured feedback loop, formal networks and channels and developing deeper relationships.  The team strives to provide campus partners with greater transparency on central initiatives and projects that directly affect them by leveraging data to enable better decisions and constructive feedback.  In this sessions, we'll share our tips, tricks and methodology in successful relationship building.
Sub-Categorization: Other
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1595, trk-1605, trk-1599, trk-1598
ERP Systems: Salesforce
Platform Type: N/A
Target Audience: Functional
Knowledge level: Basic
Tell us about you!: I have been working in Higher Ed for 25 years and for a majority of those years, I have been performing outreach services and relationship building across departments.
For the last 5 years, I have been the Director of Business Solutions and Enablement at Stanford.
Sub-Categorization: Other
Session Type: Presentation

Session Length: Regular Length (60 min)
Cross Listed Areas: trk-1595, trk-1605, trk-1599, trk-1598
ERP Systems: Salesforce
Platform Type: N/A
Target Audience: Functional
Knowledge level: Basic
Tell us about you!: I have been working in Higher Ed for 25 years and for a majority of those years, I have been performing outreach services and relationship building across departments.
For the last 5 years, I have been the Director of Business Solutions and Enablement at Stanford.

Speakers

Primary Presenter
Cassandra Cabral
Relationship Manager
Stanford University
Co-Presenter
Lisa Skinner
Director, Business Solutions and Enablement
Stanford University