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IU CRM Videos

Watch these videos, infoshares, and webinars for more information about Salesforce, the IU Constituent Relationship Management (CRM) platform.

About the IU CRM Initiative

Cathy O’Bryan, Chris Tompkins
Whittenberger Auditorium

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Client Services and Support AVP Cathy O'Bryan and Director Chris Tompkins of the IU CRM Initiative cover features that are available in the Salesforce Marketing Cloud and Salesforce CRM today. Participants were urged to submit their questions, requests and changes at

Salesforce Usage in Undergraduate Admissions

August 27, 2018
Infoshare, Demonstration, and Q&A

IUPUI Undergraduate Admissions, Marketing and Decision Support details their use of IU CRM to engage, communicate with, and recruit students. The infoshare includes demonstrations of IU CRM for undergraduate admissions and Q&A throughout.

Terry Brown, Senior Associate Director for Undergraduate Admissions, IUPUI
Bobby Bell, Senior Assistant Director for Communications and New Media
Claire Brown, CRM Analyst and Communication Specialist
Pablo Sanchez, CRM Analyst and Communication Specialist

Unification with a Cohesive CRM Strategy

July 19, 2018

In this webinar for, UITS AVP Cathy O'Bryan covers:

Building the momentum for an institution-wide CRM
Leveraging that organic, ground-up momentum to obtain organizational commitment to the resources and cultural shifts essential to success
Strategizing governance structure, communication plans, and project prioritization to ensure impactful progress from the very start

IU CRM: Communications Adoption

May 24, 2018
Wrubel Commons, CIB

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This third session in a series of three infoshares about the IU CRM Initiative was presented by Director Chris Tompkins.

The Communications pillar of adoption is the most prevalent type of adoption at IU: it currently spans more than 200 groups and hundreds of users. This session provides an overview of the features available for IU CRM Communications adopters. Learn how IU CRM can be leveraged for mass digital communications, what's coming next for Communications users, and how new areas can adopt the IU CRM platform with these capabilities. Chris took questions throughout the presentation.

IU CRM: Pillars of Adoption

April 20, 2018
Wrubel Commons, CIB

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What is an adoption “pillar”? Chris Tompkins, Director of the IU CRM Initiative, presents the concept, explaining the differences between a pillar of adoption and individual areas that have adopted the IU CRM platform. This talk also includes a high-level overview of the capabilities already available for the three current pillars: Communications, Admissions/Recruiting (undergrad.), and University HR.

First Look: the IU CRM Initiative

March 30, 2018
Wrubel Commons, CIB

Chris Tompkins, Director of the IU CRM Initiative, presents an introduction to constituent relationship management at IU. Topics include CRM in higher ed., IU's new ELA with Salesforce, the IU CRM Initiative's role, and an overview of adopting, change requests, and governance. Chris took questions throughout the presentation.

Expanding Beyond the Student Lifecycle

March 23, 2018 Higher Ed Summit 2018

Director Chris Tompkins details how, in partnership with Appirio, IU successfully completed a foundational implementation of Salesforce CRM and Case Management, which is now being used for all employee customer care and services.

Getting started

If your business unit is interested in CRM, consider which option will best fit your needs and then submit an adoption request. The IU CRM Initiative team will contact you to find out more about your project and explain the adoption process. If currently deployed CRM options fit your needs, the process is simple and costs nothing. If we need to expand IU CRM to meet your goals, we will help assess the scope of your project and guide you through the process.