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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

Active

Start and Delivery Dates

09/27/2018 to TBD

Department/Committee

Information Management Steering Committee

Status Update

05/17/2021:

CSUSM has selected a consulting firm and is proceeding with the limited implementation of Salesforce Advisor Link by August 2021.

03/30/2021:

CSUSM seeks to implement Salesforce Advisor Link (SAL) and limited student portal.  CSUSM is seeking proposals from highly experienced consults to partner with IITS to deploy by August 2021.

10/09/2020:

Office of Success Coaching staff have received training and are ready to being operational use of Salesforce Case Management in support of their coaching and follow up efforts.

08/25/2020: The IITS Salesforce team has received the go ahead to expand CSUSM's use of Salesforce CRM to include the newly established the Office of Success Coaching. Working with the unit Director and coaching team, IITS will partner to deploy Case Management.

05/22/2020: Expanded PeopleSoft to Salesforce feed to support enrollment campaign efforts for Fall 2020 by providing enrollment details including latest enrollment term, latest admit term, intent to enroll flag, active flag for use in Pardot Engagement Plans.

05/14/2020: Community Engagement piloting Qualtrics to Salesforce integration. Custom Object created to link Qualtrics survey results to Contacts and Accounts in Salesforce

05/11/2020: Email campaign started for Fall 2020 enrollment efforts. 15 emails corresponding with chatbot messages to be sent weekly throughout summer

05/08/2020: Bulk task assignment for CE staff to call external partners to conduct surveys for Service Learning and Internship statuses and needs due to COVID-19

04/21/2020: Functionality added to log emails sent from Outlook to the Contact record in Salesforce.

04/03/2020: Mogli SMS installed and configured in Salesforce for Extended Learning recruitment needs. Batch and 1:1 texting feature is now available for other department uses.

01/07/2020: Migrated constituents from GreenRope into Salesforce.

09/24/2019: EL's recruiting functionality went live in Salesforce on 9/24/2019 including all program inquiry forms and Pardot Engagement Plans

09/13/2019: Extended Learning is going live in Salesforce the week of September 23rd completing their migration from Green Rope.

09/13/2019: Community Engagement continues to work with IITS to import contacts and relationships into Salesforce. CE staff have requested customizations that have been implemented by IITS to store data specific to CE’s multi-faceted programs and interactions.

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 used to track and report campus constituent attendance, cost, and reimbursements

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.