Storing data from prospective students, donors, alumni, and employees in separate silos was a big problem for IU. It meant that staff working in admissions, alumni and donor relations, and human resources could not have a complete picture of IU’s constituents and their relationships to the university. And constituents were frustrated that they had to provide the same information multiple times to different IU offices.
The university’s new Salesforce constituent relationship management (CRM) tool aims to solve those problems.
The IU CRM Initiative, powered by Salesforce, facilitates the tracking of these relationships, allowing any part of IU to engage constituents seamlessly.
Another component of CRM is the Marketing Cloud, used to send mass communications and employed by more than 200 IU communications shops across IU.
Launched in 2014, and now used across all campuses, the IU CRM is having a major impact in helping IU improve relationships, avoid duplication, and speak with one voice.
“IUPUI adopted a CRM solution several years ago,” said Terry Brown, senior associate director of admissions at IUPUI. “The recent implementation of Salesforce as the enterprise CRM tool at Indiana University has been the most helpful adoption of technology that our office has experienced—ever.”