Built and implement CRM :: PIP System (SUNY Orange)

Built and implement CRM Print All

Initiative Title	Built and implement CRM
Submitted in Previous Year(s)	2020
Critical Information, Notes, Justification, Rationale	Admissions recently has purchased a CRM (Fireworks). We have received word that this is on the project prioritization list. We are looking to build and implement this product for the upcoming Fall 2021 recruitment cycle.
Consequences of this initiative not being funded	Our process is very manual. A CRM would automate our process and track a student from when they show interest to when they enroll. It would enhance the student enrollment experience.
Department Goals	Enhance student communication to allow students to have a more personalized and engaging experience.
Programs
Locations	Main Campus
Estimated Completion Date	04/01/2021
Will this initiative span multiple budget years?	Yes
Importance	High
Funding Source	Request for Prioritization
Created	11/13/2020 11:02 am
Updated	02/16/2021 3:23 pm

Institutional Goals

Goal	How will the initiative support this institutional goal?
STRATEGIC PLAN 2020-2025 Empower Student Success: Equitably link students with their aspirations Goal #1: Identify and reduce the barriers to academic and personal success	Our CRM product would be able to track and communicate with our incoming students as they go through the enrollment process. Students would be able to engage in the process by having access to their student information in live time.

Action Steps

Action Step	Responsible Party	Order
Initial meeting to create project timeline	Admissions & IT	1

Expected Outcomes

Outcome	Order
Increase enrollment due to timely communications	1

Assessment Methods

Method	Description	Other Method	Responsible Party
Institutional Data	Review both program and student data that is collected at the institutional level. Data can include program enrollment, retention, transfer, student GPA, etc.		IR & Admissions

Resources

INITIAL YEAR COST:	$15,000.00
RECURRING COST:	$15,000.00

Equipment

Need	Cost (Initial/Recurring)	Supporting Departments
CRM product	$15000.00 / 15000.00 (1st year)	Information Technology, CIO Office
TOTAL:	$15,000.00 / $15,000.00

Facility

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Supply

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Staffing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Training

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Marketing

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Other

Need	Cost (Initial/Recurring)	Supporting Departments
TOTAL:	$0.00 / $0.00

Prioritization

Level 5 Level 5 Cabinet Middle States	Level 4 Level 4 PBIE Committee	Level 3 Level 3 Academic Affairs and Student Services, Provost, VP Office Administration and Finance, VP Office Board of Trustees Chief Diversity Officer Institutional Advancement, VP Office President, Office of Student Services, VP Office SUNY Orange Foundation Sustainability Workforce Development, Strategy & Innovation, VP Office	Level 2 Level 2 Alumni Relations and Special Events Athletics Business Math Science and Technology, AVP Office Business Office CAPE Career and Internship Services Communications Office Enrollment Mgt and Student Financial Services, AVP Office Facilities Food Tech Grants Health Professions, AVP Office Hudson Valley Educational Consortium Human Resources, AVP Office Information Technology, CIO Office Institutional Planning Assessment and Research Lab School Learning & Student Success, AVP Office Liberal Arts, AVP Office Marketing Newburgh Campus Phi Theta Kappa Security Student Engagement and Completion, AVP Office	Level 1 Level 1 Academic Advising Academic Support Middletown Academic Support Newburgh Academic Technology Accessibility Services Admissions and Recruitment Arts and Communication Behavioral Sciences Biology Bursar Business Capital Projects Center for Student Involvement Center for Teaching and Learning Clinical Laboratory Science Computer Science and Technology Criminal Justice Cultural Affairs Custodial and Grounds Dental Hygiene Deployment & Operations Diagnostic Imaging Education Educational Opportunities Program Educational Partnerships English Enrollment Support Services Environmental Health and Safety ESL CAPE Financial Aid Global Studies Governance Honors Program HVAC Information Services & Network Infrastructure Interdisciplinary Studies Liberty Partnership Program Library Mail and Copy Services Maintenance Mathematics Movement Science Nursing Occupational Therapy Payroll Physical Therapy Records and Registration Science Engineering and Architecture Student Services - Data Management Student Services Central Student Services Newburgh Campus Student Support Initiatives Testing Center TRiO Student Support Services Unused Wellness Center Work Force Development CAPE	Initiative Title	Department
		Notes View	1	1	Built and implement CRM $15,000.00 / $15,000.00	Admissions and Recruitment

Prioritization Notes

Level 3

Level 3 (Student Services, VP Office)

Using operational budget dollars we were able to purchase a CRM that enables tracking of prospects and applicants and facilitates communication through email and text. The Admissions staff can communicate much more efficiently and effectively using a tool designed for this purpose.

Assessment

Date	Department Name	Status	Cost to Date	Funding Source
11/19/2021	Admissions and Recruitment	In progress	15000.00	Operating Budget