Posts
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
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10:43 AM
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
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5:53 PM
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
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2:21 PM
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
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2:44 PM
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
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11:12 AM
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
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5:23 PM
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
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9:45 AM
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
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10:46 AM
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
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4:16 PM
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
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2:15 PM