Weekly Status Report: September 11

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 2)

  • Performed the first upgrade of the system in the test environment
  • Content Expert groups began meeting
  • Finalized Town Hall preparations

This week’s goals (week of September 9)

  • Test and finalize "Day of Event" processes
  • Begin CRM Introduction training
  • Distribute production access form to users who have completed the introduction training
  • Host fourth Town Hall on Sept. 12
  • Create implementation FAQ
  • Launch first "Apply Now" campaign
  • Send post-training survey

Next week’s goals (week of September 16)

  • Continue CRM Introduction training sessions
  • Launch pre-event activities for the first Discover K-State Day
  • Begin the initial setup and implementation of Pardot, a marketing automation tool by Salesforce
  • Plan the next set of implementation priorities