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Carrie Marcinkevage

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RE: Exploratory Research Questionnaire on Generative AI in Higher Ed CRM

Posted By Carrie Marcinkevage 10-23-2024 04:41:00 PM
Found In Egroup: Enterprise CRM \ view thread
Great - thanks so much for participating! ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State University chm12@psu.edu ------------------------------

RE: Exploratory Research Questionnaire on Generative AI in Higher Ed CRM

Posted By Carrie Marcinkevage 10-22-2024 03:07:51 PM
Found In Egroup: Enterprise CRM \ view thread
Apologies, MJ. It was sending to the design page instead of the response page. The link should be fixed now. Thanks for letting me know! ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State University chm12@psu.edu ----------- ...

Exploratory Research Questionnaire on Generative AI in Higher Ed CRM

Posted By Carrie Marcinkevage 10-21-2024 01:26:00 PM
Found In Egroup: Enterprise CRM \ view thread
Hi everyone - my colleague Akhil Kumar from Penn State's Smeal College of Business and I are conducting exploratory research on opportunities for generative AI in higher ed CRM. We're conducting some research interviews/questionnaires with consulting firm/implementation partners, technology suppliers, ...

RE: Welcome new Steering Committee members!

Posted By Carrie Marcinkevage 09-04-2024 12:29:16 PM
Found In Egroup: Enterprise CRM \ view thread
Fantastic - thank you all for your leadership here! And to you, Becky, Carrie, and Loren - thank you for championing CRM technology in the Educause community and growing this forum! ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State ...

RE: IT utilizing Salesforce to engage with our "customers"?

Posted By Carrie Marcinkevage 08-27-2024 08:06:00 PM
Found In Egroup: Enterprise CRM \ view thread
You know the saying about the cobbler's children having no shoes? We are a bit like that. We have about 12 Salesforce instances across Penn State with two large enterprise instance in development now. Our enterprise team regularly wishes we could use it to track our own internal "clients" and communications. ...

RE: Anyone Using Raiser's Edge (or RE NXT) as a Campus Wide CRM Solution?

Posted By Carrie Marcinkevage 03-22-2024 06:31:00 AM
Found In Egroup: Enterprise CRM \ view thread
I would be interested in hearing more as well. For full multi-constituent CRM with simultaneous relationships across the entire lifecycle (what I call "Big C CRM"), a scalable platform approach with a relational database structure is most desirable. ------------------------------ Carrie Marcinkevage ...

RE: How does your institution manage secure access to SalesForce?

Posted By Carrie Marcinkevage 02-05-2024 08:39:00 PM
Found In Egroup: Enterprise CRM \ view thread
Ditto to Brian's description. We have VPN as well. We also have very strict protocols for any implementation partners requiring them to use our security, ensure no offshore data transfer or storage, etc. ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture ...

RE: Communication governance

Posted By Carrie Marcinkevage 02-05-2024 07:45:00 PM
Found In Egroup: Enterprise CRM \ view thread
I don't think so, Becky. @David Costrini Did you find others to talk to? ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State University chm12@psu.edu ------------------------------

RE: Communication governance

Posted By Carrie Marcinkevage 01-23-2024 04:35:00 PM
Found In Egroup: Enterprise CRM \ view thread
Thanks for posting, David. I'd be interested in this as well. Depending on the architecture of the systems and how the preference/subscription centers work, that could also affect governance procedures. The two individual colleges who utilize larger-scale systems like Marketing Cloud have instituted ...

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 01-23-2024 10:00:00 AM
Found In Egroup: Enterprise CRM \ view thread
@Miten Davda and @Hema Manickavinayaham Would you like to go ahead and schedule something and provide the meeting info and link here for those who can join, then post the recording afterwards? That way we can keep the conversation moving and provide a resource for those who can't attend. Happy to help ...

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 12-14-2023 02:34:00 PM
Found In Egroup: Enterprise CRM \ view thread
Session Recording: https://psu.mediaspace.kaltura.com/media/Educause+CRM+Vision+%26+Strategy+Sharing+12-14-23/1_8r4t40ud Had a lovely discussion with about 22 people today. We learned where everyone was in the CRM journey, and here a few takeaways from the conversation - please add your own for ...

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 11-20-2023 02:49:00 PM
Found In Egroup: Enterprise CRM \ view thread
If anyone would like to join from a non-Salesforce perspective, that would be very welcome. We'd love to have general/overall CRM experience in the discussion. Thank you! Educause CRM Vision & Strategy Sharing Thursday, December 14 from 3:00 - 4:00pm Eastern time (1-2 Mountain; 12-1 Pacific) ...

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 11-16-2023 09:43:00 AM
Found In Egroup: Enterprise CRM \ view thread
@Kyla Farroll and all - definitely will record and will post here. ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State University ------------------------------

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 11-13-2023 04:16:00 PM
Found In Egroup: Enterprise CRM \ view thread
Taking a shot at a community conversation on this topic - looking at Thursday, December 14 from 3:00 - 4:00pm Eastern time (1-2 Mountain; 12-1 Pacific). Would that work for those who expressed interest? @Hema Manickavinayaham, @Michael Swartley, @Michelle Shipp, @Rebecca Joffrey, @Miten Davda, @Cory ...

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 11-13-2023 04:04:00 PM
Found In Egroup: Enterprise CRM \ view thread
All - here's the set of session recordings from "Higher Ed Dreamin 2023." ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State University ------------------------------

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 11-08-2023 02:54:00 PM
Found In Egroup: Enterprise CRM \ view thread
Ha! Thanks! It's a wonderful and extremely savvy, dedicated, and helpful community. Glad it was helpful! ~Carrie ------------------------------ Carrie Marcinkevage Enterprise CRM Strategy & Architecture Director The Pennsylvania State University ------------------------------

RE: Enterprise CRM - Strategy, Vision and Impmentation

Posted By Carrie Marcinkevage 11-07-2023 09:23:00 AM
Found In Egroup: Enterprise CRM \ view thread
@Becky is a true visionary in this space - great to learn from her. I'm also happy to share our work at Penn State and learn from others. I'm sharing our enterprise CRM strategic planning process at tomorrow's customer-led Salesforce higher ed conference "Higher Ed Dreamin." It's at 3:55pm Eastern - ...

RE: CRM and SIS communication questions

Posted By Carrie Marcinkevage 10-25-2023 01:57:00 PM
Found In Egroup: Enterprise CRM \ view thread
Penn State has several CRM systems; working now on two Salesforce implementations with integrations from/to PeopleSoft SIS. The big issues right now are identity management across systems and then data mapping. Another Salesforce ecosystem colleague has done work with some smaller private schools on ...

RE: Enterprise CRM Community Group discussion summary

Posted By Carrie Marcinkevage 10-17-2023 03:01:00 PM
Found In Egroup: Enterprise CRM \ view thread
These are great! Thanks for posting, and thanks to James Madison for the insights. ------------------------------ Carrie Marcinkevage CRM Strategy Director, Smeal College of Business The Pennsylvania State University ------------------------------