Upcoming events

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Past events

IU CRM Initiative Celebration

IU and Salesforce celebrated their partnership!

Monday, October 15
Luddy Hall, Shoemaker Center

The IU CRM Initiative celebration kicked off Statewide IT 2018. 

Guests also toured Luddy Hall's cutting-edge open design and interacted with Amatria, the "sentient sculpture" on the fourth floor.

Dreamforce 2018

Communication Is the Key to CRM Success


What: Breakout session presentation
When: 8:30am-9:30am | Wednesday, September 26
Where: Dreamforce 2018, San Francisco

UITS AVP Cathy O'Bryan and OVPIT Communications Officer Daphne Siefert-Herron are presenting on the communications that accompanied the launch and first phases of the IU CRM Initiative at Salesforce's annual conference.

If you're attending Dreamforce 2018, session location details are available here.

Unification with a Cohesive CRM Strategy

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What: Webinar
When: 2pm | Thursday, July 19

Cathy O'BryanUITS AVP Cathy O'Bryan describes Indiana University's journey to an institution-wide CRM. In February 2018, President McRobbie charged UITS with unifying dozens of existing CRMs across IU. This led to the IU CRM Initiative, building a 360-degree view of IU's many diverse constituencies.

Over 400 single point communications solutions have transitioned to IU's campus-wide Salesforce Marketing Cloud. By tearing down bureaucratic silos, the institutional CRM continues to improve the experience for students, faculty, staff, alumni, researchers, and affiliates.

IU CRM: Communications Adoption

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What: Infoshare and Q&A
When: 10:30-11:30am | Thursday, May 24
Where: Wrubel Commons, CIB

This session will provide an in-depth look at the features available for IU CRM Communications adopters. 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. Learn how the IU CRM platform can be leveraged for mass digital communications and how new areas can adopt CRM with these capabilities.

IU CRM: Pillars of Adoption

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What: Infoshare and Q&A
When: 1:30-2:30pm | Friday, April 20
Where: Wrubel Commons, CIB

chris-tompkins.jpgWhat 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 will also include 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

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What: Infoshare and Q&A
When: 1:30-2:30pm | Friday, March 30
Where: Wrubel Commons, CIB

chris-tompkins.jpgJoin Chris Tompkins, Director of the IU CRM Initiative, for 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 will take questions at the end.


Expanding Beyond the Student Lifecycle: Salesforce for University HR

The IU CRM Initiative team won the Dave Perry Overall Excellence in Innovation award from at #HESummit18!

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What: Best Practices Session
When: 9am-9:40am | Friday, March 23
Where: Breakout #4 (Baltimore 1-2) | Higher Ed Summit, Washington D.C.

Presented by Chris Tompkins, Director of the IU CRM Initiative