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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”

K-State CRM vendor selection in final stage

The Constituent Relationship Management (CRM) search committee would like to thank K-State faculty and staff for providing feedback during the CRM selection process. Over 200 people participated in the 13 Listening Tour sessions, providing committee members with a better understanding of the CRM needs at K-State.

Based on K-State’s needs, selected vendors demoed their product and provided a technical review. Thank you to the more than 100 people per session who attended in person and online, while also providing feedback through the vendor survey. The data gathered from the survey will play an important role in the final vendor selection.

A project of this scope with numerous resources and a substantial budget requires oversight from the Kansas Information Technology Office (KITO). K-State has submitted all documents to KITO; we have now received KITO approval to plan.

K-State is working through final discussion with the vendors. Vendor selection will be announced in the coming days. Planning is underway now to schedule Town Hall sessions. During the Town Halls sessions, the CRM team will provide details and timelines for the implementation.

To learn more about the CRM initiative: https://www.k-state.edu/crm

May 9: Last day to complete the CRM survey

As part of the Strategic Enrollment Management (SEM) Plan, an initiative is underway to select a Constituent Relationship Management (CRM) solution to improve the management of student relationships.

The CRM project team identified three vendors to present their product at K-State May 2 and May 8. For dates and locations of the vendor demos, view the vendor demo page. You will need to sign in with your eID and password to view the information.

If you are unable to attend either the vendor demonstrations or the technical reviews, or want to view them again, you can watch the recordings on K-State’s CRM website. You will need to sign in with your eID and password to view the recordings.

You can provide your feedback about the demos through the vendor feedback survey. The survey will be available through 5 p.m. Thursday, May 9. Survey results will be one of the items used in making a final vendor selection and will remain confidential.

To learn more about the CRM initiative, go to ksu.edu/crm.

Save the date: CRM vendor demo sessions scheduled May 2, May 8

As part of the Strategic Enrollment Management (SEM) Plan, an initiative is underway to select a university-wide Constituent Relationship Management (CRM) solution that will improve the management of student relationships. The new CRM system will be used to foster collaboration to enhance recruitment, enrollment, and student success.

Listening tours were conducted in March and April to gather feedback on the use of current CRM systems and finalize what criteria must be met when selecting a new solution. After careful consideration, the CRM project team has identified three vendors who meet the needs of K-State. CRM Vendor demonstrations are scheduled for May 2 and May 8.

For the demonstrations, the three vendors will use real-life K-State scenarios that include events and communications. During the presentations, each vendor will demonstrate the functionality of a live system from both a student and staff perspective.

For dates and locations of the vendor demos, view the vendor demo page. You will need to sign in with your eID and password to view the information.

To learn more about the CRM initiative, go to https://www.k-state.edu/crm/.

CRM listening tours

Image of Gary PrattCampus Colleagues,

Last year, our university began a mission to rethink our enrollment strategies and develop an effective foundation to grow enrollment while also promoting student success now and in the future. As a result, the Strategic Enrollment Management (SEM) Plan was developed.

The plan includes seven key themes with associated observations, goals, and actionable, prioritized strategies that are essential to boosting enrollment and student success. Data, Technology, and Systems is a critical enabler and foundational element that K-State must address and continue to monitor, assess, and enhance on an ongoing basis. Continue reading “CRM listening tours”