IU CRM presentation for Budgetary Administration ...
IU CRM presentation for Budgetary Administration & Planning (BAP) Office of the Provost
The IU CRM Initiative
INDIANA UNIVERSITY
Why CRM in higher education?
To form that full-spectrum view Reduce staff data reentry Mitigate constituents
re-explaining More effective engagement Data security Speak to constituents
as One IU
INDIANA UNIVERSITY
INDIANA UNIVERSITY
What is Salesforce?
A platform
? Foundational CRM core with flexibility to extensively configure and "bolt-on" additional functional modules.
Components:
? Salesforce CRM (Constituent Relationship Management)
? Salesforce Products (Marketing Cloud, Communities, etc.)
? App Exchange Products
IU CRM Initiative Launched 2/15/18
Enterprise charge for CRM across IU
Larger IU CRM team
Foundational resources for IU CRM platform
Governance/Project Prioritization
Salesforce Enterprise Licensing Agreement (ELA)
Adoption services and initial training
Does not include:
Unit/functional-specific consulting
Apps outside of the ELA
Ongoing service or functional support
IU CRM Leadership Structure
IU CRM Initiative
INDIANA UNIVERSITY
What are the Existing Pillars?
Varying phases of completion - Incremental Implementation and Adoption INDIANA UNIVERSITY
Communications - Pillar
Background
Primary stakeholder:
? IU Communications
Current Adoption:
? All campuses all departments
Scalable & flexible
? From single communications shop to full campus
? Units self-defined by adopter interest, business practices
Intended for anyone wanting to send mass email
INDIANA UNIVERSITY
Primary stakeholders
? IUPUI Admissions ? USSS ? Office of Online Education ? Collectively funded and scoped an
undergraduate recruiting project
Intended users
Campus central admissions offices Office of Online Education Departmental recruiters
INDIANA UNIVERSITY
Undergraduate Recruiting - Pillar
Background
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