Problem / OpportunityBriefly summarize the problem or opportunity you propose to address. Write this in terms of the organizational problem being addressed, not in terms of the solution needed.
Due to recent challenges in enrollment management and its associated financial impact, there is an urgency to develop a CRM strategy for campuses and the CSU system. Hence CSU system office has formed a working group committee in partnership with CSU campuses to complete a discovery of functional requirements and come up with a selection of tool/purchasing plan.
Here at Sacramento State, there are various CRM tools such as Anthology – Campus Labs, Nexus, Engage, Blackbaud, Simplicity, iModules and Hobsons are being used in various areas namely Academic Affairs, Admissions – Undergraduates/Graduates, Advancement/Philanthropic Giving, Career Services and College of Continuing Education (CCE) to name a few. In addition, University Advancement has currently published an RFP to select tool for their CRM and ERP needs. CCE is also working on an RFP to select a CRM tool that would meet their needs from prospect selection, marketing, event management to student retention.
The current environment poses an opportunity to consolidate all our Sacrament State needs on CRM system to better inform the CSU System office initiative on developing a strategy for selecting one more solutions and implementation. This would ensure the CSU system recommended solution and plan meets our needs.