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The CRM User Group participated in a demo of a product named Cirrus Insight (https://www.cirrusinsight.com/). Cirrus Insight is a tool designed to help with tracking communications from email...

November 15, 2018 · 6:14 PM

FormAssembly Training

On Thursday, 11/8/2018 a colleague of ours from Towson University was gracious enough to visit UMBC to provide FormAssembly (FA) training. FA is a tool that allows us to create forms to collect...

November 13, 2018 · 9:47 AM

Next Steering Meeting and Proposed Projects

Last week there was continued work on follow-up items for the CRM. There are efforts in progress to schedule the next CRM Executive Steering Committee meeting slated for January 2019. On...

November 5, 2018 · 1:21 PM

CRM Roles Document Approved

Edits were completed for Customer Relationship Management System Roles and Descriptions document; document now approved. Shared this updated document with CRM Executive Steering Committee and CRM...

October 25, 2018 · 5:25 PM

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