CRM Newsletter

Constituent Relationship Management (CRM)

As you learn about and use Salesforce, you may hear the term “Salesforce Org” and hear questions about how many we use. An Org (Organization) is simply the system where you log in to perform your work. Universities and businesses can decide to use just one Org or they can use multiple orgs. The Salesforce architecture is designed for this...

Constituent Relationship Management (CRM)

The 2017 TargetX Summit took place June 25th – 27th in Chicago, IL. The conference offered three days of educational content from CRM users from a variety of institutions, TargetX staff, and industry thought leaders. Attending the Summit was a great opportunity to help further develop technical skills, generate new ideas for how we can better use...

Constituent Relationship Management (CRM)

Do you like personalized, real-time help online when you have a question instead of lengthy wait times on the phone or standing in line? If so, then you’ll love Live Agent. Live Agent is a chat tool within the Service Cloud that allows customers to communicate with an institution via the web from anywhere on any device. With the latest Summer...

Constituent Relationship Management (CRM)

Every year thousands of incoming students attend orientation at their designated campus. Each campus hosts its own specialized program, but one thing they all have in common is a need for a system that allows them to register, communicate, and track orientation attendance. Enter the CRM. Salesforce and TargetX offer functionality that we will be...

Constituent Relationship Management (CRM)

The Division of Institutional Advancement (IA) has found a way to connect a new divisional priority to its Salesforce CRM implementation through the addition of the Classy platform. As the division expands its fundraising opportunities, crowdfunding has become a priority to implement for the University. After much research, the team was able to...

Constituent Relationship Management (CRM)

PEI Exercise The Process Evaluation and Improvement (PE&I) department includes a team of Business Systems Analysts in Information Services that specialize in LEAN facilitation. This team works with departments to help them better understand and document current processes, identify areas of improvement and areas of waste, help document future state, evaluate...

Constituent Relationship Management (CRM)

PEI Exercise Recruiting Update PROJECT HIGHLIGHTS Completed mappings and QA testing for the Banner Application data load Completed build-out, tested, and deployed to production the user permission sets to be applied to the recruiting user profile Loaded recruitment data into production environment and de-duplicated records Conducted end user training and...

Constituent Relationship Management (CRM)

PEI Exercise Data is the foundation of any system, and as we progressed in the implementation of the CRM projects, it was important to get the data right! The Data Management team began with a thorough understanding of the Banner demographic, student, and academic data. Learning the Salesforce CRM data structures and the TargetX data model was the first...