Constituent Relationship Management (CRM)

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.  In the fall of 2019 we began work on student success, which consists of working with advising and student retention staff across campus to help them better serve our students. 

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 or Mike Holmes

 

Status: 
In Progress
Start Date: 
October, 2017
  • ITTC 36
  • (319) 273-5555
  • Service Hub