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Thank you Rebecca! I think that you have hit on two important aspects. Sometimes student care may be a higher goal than student privacy and secondly, although we want to present a 360 degree student profile in the CRM, sometimes staff may need to go to another system for specific information. ----- ...

I appreciate your insight Carrie and Brian. I agree that these decisions need to come from the top and be widely understood throughout the organization. Our admissions data is currently in another system. We are focusing initially on the student experience - advising, student life. student services, ...

Hello everyone, We're looking for advice/experience/policies on how you have implemented data access in your enterprise CRM. We're specifically interested in data points like residential housing room numbers, immunization status, and generally if staff in one college can see data for students in another ...

Thank you all for this very helpful information!! Connie ------------ Constance R. Grove, MBA Assistant Director, OIT Applications The University of Tennessee, Knoxville Office of Information Technology 132P Kingston Pike Bldg. 2309 Kingston Pike Knoxville, TN 37996 cgrove3@utk.edu 865.974.2434 ...

Good morning! Just an update on where we are on our CRM journey. Our selected vendor is Salesforce and we are also engaging an implementation team from Salesforce for 12-13 months. We also purchased Mulesoft and Tableau. We are continuing to build our internal staff. We have two business analysts and ...

Hello! We are gearing up to start implementation for our CRM soon. We are looking at staffing resources and are wondering if anyone has experience with integrating a remote CRM developer with a local team. We prefer a local long term candidate but realize we may have to consider remote. Please share ...

Hi All, I'm Connie Grove from the University of Tennessee. We are in the final stages of our RFP process to select a vendor for our CRM so I have been researching various solutions. Did any of you who are using OwnBackup try the Salesforce native backup solution first? I'm just wondering is a separate ...