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August 2021 CRM training sessions

CRMAdditional CRM Introduction Training has been scheduled for the August 2021. To participate in the training, you must complete and submit the CRM Access Form. The form must be completed and submitted before your training date.

Topics to be covered

  • Introduction to the CRM
  • Basic structure and terminology
  • Hierarchy
  • How to sign in
  • Home screen, personal settings, navigation, and tabs
  • List views
  • Questions

Available sessions

  • 1:30-3 p.m., Thursday, August 12
  • 1:30-3 p.m., Wednesday, August 18

Continue reading “August 2021 CRM training sessions”

CRM introduction training scheduled for March, April, and May

CRM Introduction Training has been scheduled for March 10, March 24, April 8, April 28, May 6, and May 19. All training sessions will be in Calvin Hall 306, and training will last for 1.5 hours. Training sessions are limited to 20 people per session. You must be enrolled in the session to attend.

To sign up for training, sign in to HRIS.

  1. Under Self Service, choose Learning and Development, then KSU Training Enrollment.
  2. On the Request Training Enrollment page, look for CRM Introduction WIT310.
  3. Select View Available Sessions.
  4. Select the Session you would like to attend.
  5. Select Continue.

Continue reading “CRM introduction training scheduled for March, April, and May”

Save the date: CRM Town Hall March 2

Save the date now for the sixth CRM Town Hall meeting! The next Town Hall is 3 to 5 p.m., Mon., Mar. 2, in the College of Business Administration, Room 4061.

This Town Hall will have a different format from previous Town Halls. There will be no breakout sessions. The Town Hall will start with a 30-minute CRM project status update, and then the rest of the meeting will be used to demo features of the CRM. Continue reading “Save the date: CRM Town Hall March 2”

CRM introduction training scheduled for Jan. and Feb.

CRM Introduction Training has been scheduled for Jan. 14, Jan. 29, Feb. 3, and Feb. 28. All training sessions will be in Calvin Hall 306, and training will last for 1.5 hours. Training sessions are limited to 20 people per session. You must be enrolled in the session to attend.

To sign up for training, sign in to HRIS.

  1. Under Self Service, choose Learning and Development, then KSU Training Enrollment.
  2. On the Request Training Enrollment page, look for CRM Introduction WIT310.
  3. Select View Available Sessions.
  4. Select the Session you would like to attend.
  5. Select Continue.

Continue reading “CRM introduction training scheduled for Jan. and Feb.”

CRM Town Hall Dec. 12

Registration opens Mon., Nov. 18, for the fifth CRM Town Hall meeting. The Town Hall is 1 to 3 p.m., Thurs., Dec. 12, in the College of Business Administration, Room 4061.

The Town Hall will start with a 30-minute CRM project status update. This part of the meeting is open to everyone via Zoom and does not require registration. Go to k-state.edu/crm/town-hall for the Zoom ID. You will need to use your eID and password to view this page. Continue reading “CRM Town Hall Dec. 12”

CRM introduction training Oct. 31, Nov. 12, and Dec. 2

CRM Introduction Training has been scheduled for Oct. 31, Nov. 12, and Dec. 2. All training sessions will be in Calvin Hall 306, and training will last for 1.5 hours. Training sessions are limited to 20 people per session. You must be enrolled in the session to attend.

To sign up for training, sign in to HRIS.

  1. Under Self Service, choose Learning and Development, then KSU Training Enrollment.
  2. On the Request Training Enrollment page, look for CRM Introduction WIT310.
  3. Select View Available Sessions.
  4. Select the Session you would like to attend.
  5. Select Continue.

Continue reading “CRM introduction training Oct. 31, Nov. 12, and Dec. 2”

CRM Town Hall July 30

Registration opens Thursday, July 18, for the third CRM Town Hall meeting. The Town Hall is 1 to 3 p.m., Tuesday, July 30, in the College of Business Administration, Room 4061.

The Town Hall will start with a 30-minute CRM project status update. This part of the meeting is open to everyone via Zoom and does not require registration. Go to k-state.edu/crm/town-hall for the Zoom ID. You will need to use your eID and password to view this page.

The next part of the meeting will focus on business processes and requires registration. Participants will have the opportunity to discuss their use of a CRM system for undergraduate recruitment. Individuals can evaluate what is currently working and not working in their recruitment processes. Please be aware these are different sessions than the previous Town Hall, but we welcome new and past participants.

Continue reading “CRM Town Hall July 30”

CRM Town Hall July 18

Registration opens Monday, July 8, for the second CRM Town Hall meeting. The Town Hall is 10 a.m.-noon, Thursday, July 18, in the College of Business Administration, Room 4061.

The Town Hall will start with a 30-minute CRM project status update. This part of the meeting is open to everyone via Zoom and does not require registration. Go to k-state.edu/crm/town-hall for the Zoom ID. You will need to use your eID and password to view this page.

The next part of the meeting will focus on business processes and requires registration. Participants will have the opportunity to discuss their use of a CRM system for undergraduate recruitment. Individuals can evaluate what is currently working and not working in their recruitment processes. Please be aware these are different sessions than the previous Town Hall, but we welcome new and past participants.

Continue reading “CRM Town Hall July 18”

New CRM selected for student recruitment

The Constituent Relationship Management (CRM) search committee is happy to announce TargetX, powered by Salesforce, as K-State’s new CRM for undergraduate and graduate recruitment.

TargetX received high ratings from the campus community following their product presentation. Throughout the selection process, TargetX demonstrated the ability to meet K-State’s business needs by providing a strong platform that will follow the lifecycle of a student. More information about the selection process is available in previous updates posted on the CRM website.

Key benefits and features of TargetX include:

  • Campus-wide collaboration
  • Business process automation
  • Sleek and mobile-friendly tools
  • Web-based platform
  • Constituent catered portal
  • Salesforce CRM solution and applications

Town Hall meetings kicked-off on June 26, with others to follow on July 18 and July 30. Each Town Hall consists of two parts. The first part is a 30-minute CRM project status update and is open to all via Zoom. The second part focuses on business processes and requires registration and in-person attendance. To learn more about the Town Halls, go to k-state.edu/crm/town-hall.  You will need to sign in with your eID and password to view this page.

Stay up to date about the K-State CRM by visiting k-state.edu/crm.

Save the date: CRM town halls scheduled June 26, July 18, July 30

The Constituent Relationship Management (CRM) search committee is finalizing the contracts for a new CRM vendor for student recruitment. The committee will soon be announcing the new vendor.

The next step in the CRM process is to conduct Town Hall meetings to discuss business processes and implementation planning. The College of Business Administration, Room 4061, will host all Town Hall meetings on the following dates:

  • Wednesday, June 26, 1-3 p.m.
  • Thursday, July 18, 10 a.m.-noon
  • Tuesday, July 30, 1-3 p.m.

Continue reading “Save the date: CRM town halls scheduled June 26, July 18, July 30”