UNI selected SalesForce as our campus wide CRM system in the fall of 2017. In the summer of 2018 we went live with phase I, which focused on recruiting. Work to further enhance the recruiting efforts extended through much of 2019. Since then we have been continuing to refine and improve recruiting efforts as well as develop plans for applying Salesforce technology more broadly to campus. One example of being used widely on campus is the blackthorn events module. This is being used by over 20 areas on campus and in the past 2 years. As of October 2022 we have had over 7,000 events created in the system with over 85,611 registrations in those events. This ranges from campus visits, high school visits, campus activities, full fledged conferences and much more. If you are interested in using the events system, please create a service hub ticket.
Our long term goal for the CRM system is to ensure staff have a complete 360 degree view of the universities interactions with those we serve including prospects, students, parents, faculty, staff, alumni, community members, event ticket holders, donors, schools, employers and the list goes on.
Project Web Site: https://www.uni.edu/connectuni
Contact: Kevan Forest