CRM: V2MOM Readable version


Create a high impact enterprise CRM solution to improve and expand communication and engagement with constituents throughout key campus relationships.



  • One platform, one holistic view
  • Collaboration
  • Innovation



  1. Train the team
  2. Planning the project roadmap
  3. Complete the projects
  4. Work as partners (Business/IS/Vendors)
  5. Build governance plans
  6. Train/educate users
  7. Celebrate successes
  8. Communicate transparently (within teams and with the campus)



  1. Other work and project demands
  2. Resources (budget, time)
  3. Politics



For each Method, how do we know we’ve been successful?

  • Enhanced customer service
  • # certifications
  • User adoptions stats
  • Sunsetting existing software
POSTED: Monday, February 26, 2018 - 10:30am
UPDATED: Tuesday, April 2, 2019 - 2:01pm