Weekly Status Report: October 9

The Content Expert groups have regularly been meeting, providing valuable input on communications, data, documents, events, forms, and reporting within the CRM. Recent topics of discussion include: improving the student portal, preparing for the Talisma sunset, and hosting quarterly updates.

Below is a brief update on the CRM undergraduate and graduate recruitment implementation project. This update highlights key goals and is not a representation of the entire project.

Last week’s accomplishments (week of September 30)

• Continued CRM Introduction training sessions
• Sent post-training survey
• Researched individual communication templates
• Finalized the workflow of production access form
• Launched pre-event activities for the first ACT Workshop

This week’s goals (week of October 7)

• Plan and prioritize the current inventory of Business Analysis tasks
• Upgrade training plan to provide advanced training
• Began the initial setup and implementation of Pardot, a marketing automation tool by Salesforce
• Review CRM user communication
• Import ACT scores into Salesforce
• Imported SAT scores into Salesforce
• Modify KITO extract for quarterly reports
• Finalize KITO quarterly report
• Finalize Master Score/Master GPA

Next week’s goals (week of October 14)

• Content Experts will review email templates
• Import unsubmitted common apps into Salesforce