The Constituent Relationship Management service (CRM) enables our business to administer its interactions with current and future constituents. At our institutions, the CRM vision is to create efficient and effective business processes across all business units so that a singular view of a constituent is possible.

This allows us to engage with the community by utilizing constituent-focused methods and by demonstrating a deep understanding of the constituent’s current and potential future relationship with our institutions.

The Salesforce.com development platform, combined with other tools and services, provides web and mobile access to constituent data. It also supports various processes associated with the constituent including: account and contact management, increased collaboration among business units through custom data sharing, automated communication plans and event management.

Our institutions are currently using the CRM service to support several business needs including student recruitment and admissions, student support and advising, and outreach and engagement with external constituents.