Resources for IT Partners
Constituent Relationship Management
Colleges and universities are embracing constituent relationship management (CRM) in their drive to recruit, retain and engage prospective/current students and alumni. A well-designed, CRM-based process enables the institution to build a deeper knowledge of its target constituents by tracking personal interactions, experiences, and communications using CRM software. The end result is a stronger knowledge of these audiences and better, more personalized service.
The University of Minnesota uses Salesforce as its enterprise CRM platform. The CRM steering committee ensures governance of its policies, data and functionality.
Services & Technologies
Allows users/units to track, manage, report on and define actions for different types of interactions they have with constituents or organizations. This environment has a private interaction model, but contacts/accounts are visible to users.
Enables users to send one-off and automated mass email, track statistics (e.g. open/click rates), manage subscriptions, create drip campaigns, etc.
Allows users/units to track, manage, report on and define actions for different types of interactions they have with constituents or organizations. This environment is specific to undergraduate admissions users.