Early and Effective Inquiry Interaction
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CRM Enhancements Update
The purchase order to work with consultants from Kennedy & Company on enhancements to the CRM has been processed!  Planning is being done to schedule meetings in order to start this initiative.
May 23, 2019 · 10:43 AM
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CRM Team Update
In the last CRM Team meeting there was discussion of the quote received from a consultant company in we we requested assistance.  There are three areas we are seeking assistance on with the CRM:...
March 30, 2019 · 5:53 PM
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CRM Enhancements Scope Update
The CRM enhancements scope of work endorsed by the CRM Executive Steering Committee last week was submitted to a consulting firm.  The consulting firm has already returned a quote which will be...
March 7, 2019 · 2:21 PM
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CRM Executive Steering Committee Mtg
Substantial time was spent last week prepping for the CRM Executive Steering Committee meeting on Friday 3/1/2019.  This group provides oversight of the TargetX CRM and plans to meeting...
March 4, 2019 · 2:44 PM
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CRM Enhancement Proposal
Some time has been spent this week working on a CRM enhancement proposal of a scope of work with the intent to be entertained by a consultant.  Some of the desired areas of CRM enhancement include...
February 15, 2019 · 11:12 AM
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CRM Discussion Meeting
Members from the CRM Team and others around campus attended CRM Discussion meeting on 1/29/2019.  Meeting was a great session in which participants were organized in groups and tasked with...
January 31, 2019 · 5:23 PM
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CRM and CRM User Group Updates
Both CRM Team and User Groups met this week.  There was an interest in the CRM Team meeting to re-engage the initiative to Implement Email Functionality within the CRM.  The group has  agreed...
January 18, 2019 · 9:45 AM
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Recent CRM Product Advisory Group (PAG)
The CRM Product Advisory Group (PAG) met on 1/7/2019 to discuss the potential expansion of use of the CRM at UMBC.  There have been discussions around this topic in a recent CRM Team meeting as...
January 11, 2019 · 10:46 AM
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My Email to Salesforce Feature
Monday Renee and Steve presented to the CRM User Group share the presentation topic on how to use the My Email to Salesforce feature (https://www.youtube.com/watch?v=-meQem_xlJ8) which is inherent...
December 13, 2018 · 4:16 PM
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Potential EEI Expansion
At the 11/20/2018 CRM Team meeting there was a considerable amount of time used to discuss the possibility of on-boarding other graduate programs to use the CRM.  The discussion led to an...
November 26, 2018 · 2:15 PM
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