Salesforce.org Business Value Objectives

BPV Template.pptx

1. Business Value: Achieving Our Strategic Objectives

2. Executive Team: Goals and Strategies Our goals, SMART objectives, strategies, and success metrics

3. Our Goals and Strategies Business Objective Strategies Success Metrics Challenge: Business Goal: COPY THIS SLIDE FOR EACH GOAL/OBJECTIVE

4. Management Team: Business Value Mapping An overview of our strategic priorities, the capabilities that are needed to achieve the goals and objectives defined, and the metrics that will help to measure success.

5. Our Business Value Map - [Business Unit] xx xx xx xx xx xx xx xx xx xx xx xx xx xx xx Business Goals Business Objectives Salesforce Capabilities Success Metrics xx COPY THIS SLIDE FOR EACH BUSINESS UNIT

6. EDU Value Map Example Increase student retention by 5% by driving increased graduation rate (revenue) with existing students Increase incoming freshman class size by 5% Reduce costs by 10% through productivity improvement Improve student retention by 2% through meaningful alerts and personalized messaging Improve student success by 3% by providing advising at the right time for the right students Provide personalized communication and advertise campus events Improve efficiency by holding costs flat 360 view of students Student communities Analytics & insight on journeys / marketing Lead/referral scoring Customer journeys with life events Alerts to proactively convert interest to application Lightning knowledge and self-service Next best action Advisor Link Embedded analytics & insights # students Avg years to graduate # emails/SMS texts sent per student Integrated knowledge articles Building capability of admissions counselors/advisors Real time dashboard and reports Automation of manual tasks # students seen per advisor per week Avg appt duration Advising CSAT # prospects # applications - yield rate Avg event attendance % Case deflection rate # manual processes new student onboarding time % melt rate Business Goals Business Objectives Salesforce Capabilities Success Metrics

7. Management Team: Action Plan The initiatives and specific actions that map to our strategic goals and are meant to move the needle on the metrics that measure success.

8. Our Action Plan - [Business Unit] Business Objectives Capabilities Success Metrics Projects / Initiatives Action Plan COPY THIS SLIDE FOR EACH BUSINESS UNIT