Enterprise CRM

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Latest Discussions

  • Super. I'll take a look. Thanks so much. Cheers, -Louis Louis E. King Enterprise Architect 203.710.0787

  • There are tons of customer stories here: Stories Archive - Salesforce.org Here is one of the stories about my own school (I'm always happy to chat): Olivet Nazarene University Customer ...

  • Folks, Itana, the Educause community group for enterprise, business, and technical architects in higher education, is developing a " New to Enterprise Architecture (New2EA) " program. As part of the curriculum, ...

  • Sending this notification to community members who are interested in a new Project Manager job opportunity, working in the PMO for Enterprise Data and Solution Management at Emerson College. This is a ...

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    CRM Staffing

    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 ...

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Announcements

  • How to Get Involved or suggest topics, questions, ideas...let us hear from you!

    Hi CRM Community Group members,

    This week, we held our first leadership group meeting for those who volunteered to help plan and run the group. We now have a rough outline of our plans and have regular planning meetings scheduled. It’s not too late to join! Reach out if you’d like to be added to the planning meetings.


    Based on the CG survey we did some weeks ago, most people are interested in having group calls to discuss specific topics, and creating community artifacts such as RFP templates, business cases, licensing information, etc.


    There seems to be a lot of interest in informal, recorded “pop-ups” where institutions give brief overviews of their CRM implementation. We held our first pop-up session Thursday on “How I am Implementing Salesforce” and had almost 40 people attend! The slides and recording have been posted in the CG library. The pop-up featured University of Michigan-Dearborn, Cornell, and Florida State giving a brief overview of their CRM implementations. 


    We have several opportunities for involvement in this group!

    • Volunteer to join the leadership planning group
    • Present about your institution’s CRM implementation in a future pop-up. The format is 10 minutes of presentation for each institution, in groups of 2-3 institutions. That leaves plenty of room for Q&A in a 1-hour call. We will record all sessions and post slides/recordings so that we can all learn from each other. If you’re interested, post a note in the CG discussion and see if you can find someone willing to present with you, then post an announcement with the zoom link and date / time. Becky and I can help group you up if you need assistance. We’d love to hear from you!
    • Let us know in this spreadsheet if you have a topic for a future virtual meeting. If you want to volunteer (or volunteer someone else) to facilitate the discussion, that’s great! If you just want to raise a potential topic and don’t have a volunteer, that is also fine. You can also input ideas for artifacts.
    • Coming soon: “brain date” meetings where people submit questions or problems related to CRM and ask for advice; we will sort into breakout rooms with each room discussing the question or problem at hand. If you’ve got a problem to submit, volunteer in the spreadsheet and briefly list your problem/question under the “notes” column.
    • Go to your Educause Profile and fill it out so that we can learn more about each other. Within your profile page, be sure to visit “My Account” - “Privacy Settings” and allow at least “Members Only” so that others can see the appropriate parts of your profile. I believe they are set to “Only me” by default. Pay special attention to whether you are allowing others to send you messages or add you as a contact, as those can be good ways to get in communication.

    We are looking forward to getting to know all of you and having lots of great discussions.

    Enjoy your weekend,
    Carrie
  • E-CRM Popup: Salesforce Implementation Models

    Join Cornell, University of Michigan-Dearborn, and Florida State for a casual discussion about different approaches to Salesforce implementation. This session will be recorded and a link shared in the community group. 

    Thursday, 3/3/22
    4:00-5:00pm EST

    Join Cornell, University of Michigan-Dearborn and Florida State University for a casual discussion about different approaches to Salesforce implementation. This session will be recorded and a link shared in the Community Group.

    Join Cornell, University of Michigan-Dearborn and Florida State University for a casual discussion about different approaches to Salesforce implementation. This session will be recorded and a link shared in the Community Group.

    Join Cornell, University of Michigan-Dearborn and Florida State University for a casual discussion about different approaches to Salesforce implementation. This session will be recorded and a link shared in the Community Group.

    Carrie Shumaker <shumakr@umich.edu>; Dan Powell <dan.powell@fsu.edu>; Bethany Gladkowski <bag@buffalo.edu>; Kathleen Murphy <kbrown@buffalo.edu>
  • Educause Poster Session

    Hope to see you in Philadelphia next week! Please visit Becky & Carrie's poster session Thursday at 3 pm in the exhibit hall, where we'll talk about "How the Foundation We Have, Can't Support the Future We Need."