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Constituent Relationship Mgmt (Salesforce)

Description

System to track all points of engagement within the university from K-12/Alliance and prospective students, through campus connections, and alumni engagement. System would be used for proactive contact, service delivery/improvement, and research.

Status

Open

Start and Delivery Dates

09/27/2018 to TBD

Department/Committee

Information Management Steering Committee

Status Update

05/15/2019: The Undergraduate Admission is live and connected to Salesforce. Campus Tour registration process development is complete, tested and ready to publish.

04/22/2019: Community Engagement's Event Tracking app is now live in Salesforce.

04/04/2019: IMSC bi-annual progress report - updates on SalesForce implementation included progress on managing comm. to students with Pardot, moving forward with a dynamic forms tool, convert/mapping recruitment data, and IITS built a custom mod to track events.

03/26/2019: IITS working closely with the campus Data Governance Committee to ensure information is shared appropriately in the CRM system.

02/04/2019: IITS staff have activated Salesforce production instance and integrated with campus authentication. Currently engaged with Community Engagement, Enrollment Management Services (EMS), and Extended Learning. EMS project timeline to be active by May.

09/27/2018: Initiative status update/change to "Campus Priority" for FY 2018-19. Approved by Information Management Steering Committee (IMSC) on September 27, 2018.

Strategic Alignment

Goal #1 – ENSURE AN ADAPTABLE AND SUSTAINABLE TECHNOLOGY ENVIRONMENT

1.1 CSUSM continuously improves, deploying new systems, services, and strategies that improve efficacy and efficiency

Goal #2 – DEVELOP A SEAMLESS AND PERSONALIZED EXPERIENCE FOR EACH CAMPUS COMMUNITY MEMBER

2.2 CSUSM rethinks processes and services, utilizing technologies that are personalized and paperless to serve the digital world.

Goal #3 – DELIVER TECHNOLOGY THAT ENHANCES LEARNING AND FACILITATES THE EXPLORATION OF KNOWLEDGE

3.3 CSUSM champions the adoption of new technologies, through differentiated learning opportunities and one-to-one guidance.

Goal #5 – EMBRACE EMERGING TECHNOLOGIES TO BUILD COMMUNITY AND STRENGTHEN COLLABORATION

5.1 CSUSM transcends organizational boundaries, using common platforms and systems that promote campus-wide collaboration.

5.3 CSUSM connects people, enhancing community by facilitating meaningful communication.

Goal #7 – SUPPORT INFORMED DECISION-MAKING WITH INTEGRATED AND RELIABLE DATA

7.1 CSUSM guides decision-making, using computing platforms and services that help to analyze, inform, and guide strategies.

Goal #8 – ENSURE PRIVACY AND PROMOTE SECURITY THROUGH TRANSPARENT AND RESPONSIBLE USE OF DATA AND SYSTEMS

8.2 CSUSM adapts to changing requirements, providing ongoing security awareness training, proactively securing systems, and effective data governance.