CRM RELEASE NOTES RELEASE DATE: 7/22/15 Specific Security ...

[Pages:6]CRM RELEASE NOTES

RELEASE DATE: 7/22/15 Specific Security Roles may be required for CRM functionality and features. Please contact your ADS (formerly BIO) representative for assistance.

LUO Impacted: Student Dashboard Enhancements:

1) Student Dashboard a. Added Link to IFA for pilot participants (no link will display until data is passed to CRM from Banner).

Benefits: 1) Advisors will be able to readily recognize the student as a Pilot Participant and link to IFA from CRM once data is pushed to this field.

MARKETING Impacted: Campaign Enhancements:

1) Campaign Status a. Added Pre-Production, Production, Post-Production, and In Approvals

Benefits: 1) New Statuses support Weekly Video reporting.

SAO Impacted: Enhancements:

1) Add new Section in CRM ? SAO Profile visible only to specific users

Publish Date: 7/22/15

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2) Added new Entity ? SAO Survey a. Captures Survey Responses from Students

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3) Added new Entity ? SAO Goals a. Captures Goals Setting conversation with Students b. Establishes Goals c. Establishes recommended Tools / Resources (internal and external) d. Captures Notes

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Benefits:

1) Moves SAO into CRM. away from Sharepoint, providing productivity gains and scalability 2) Provides more comprehensive view of Student interactions over time 3) Surveys and Goals will be captured over time in the event the student requires multiple interventions

Publish Date: 7/22/15

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