Investigate the possibility of purchasing a CRM :: PIP System (SUNY Orange)

Investigate the possibility of purchasing a CRM Print All

Initiative Title	Investigate the possibility of purchasing a CRM
Submitted in Previous Year(s)	2018
Critical Information, Notes, Justification, Rationale	The Office of Admissions would like to investigate the opportunity to purchase and implement a CRM - Customer Relationship Management System. Currently, the Office of Admissions uses a variety of programs to track and maintain the effectiveness of our programming effors.
Consequences of this initiative not being funded	The college and the Office of Admissions is in desperate need for a CRM. This will our department to track our effectiveness from when a student first requests more information. The use of a CRM would give us the opportunity to enhance our communication, track our prospect, yield and conversion numbers while also having the ability to review applications online and create a new innovative application for admission.
Department Goals	Continue to Improve communication to our applicants & the general public. , Utilize technology in our admissions presentations and programming.
Programs
Locations	Main Campus, Newburgh Campus, Other Instructional Site
Estimated Completion Date	08/27/2019
Will this initiative span multiple budget years?	Yes
Importance	High
Funding Source	Request for Prioritization
Created	11/24/2018 9:54 pm
Updated	11/24/2018 9:54 pm

Institutional Goals

Goal	How will the initiative support this institutional goal?
STRATEGIC PLAN 2015-2020 PRIORITY I: Awareness and Access: We will raise the visibility of the College and communicate the value of a SUNY Orange education through enhanced outreach efforts and educational opportunities a: Increase online offerings as a means of expanding access, increasing enrollment, and promoting academic success.
STRATEGIC PLAN 2015-2020 PRIORITY I: Awareness and Access: We will raise the visibility of the College and communicate the value of a SUNY Orange education through enhanced outreach efforts and educational opportunities c: Expand the visibility of the College’s excellent programs and services through strategic marketing efforts.
STRATEGIC PLAN 2015-2020 PRIORITY III: Collaboration and Communication: We will develop connections between internal and external constituents and advance mutually beneficial partnerships. We will promote a culture of trust, respect, and collective responsibility. c: Improve management of information to increase transparency and centralize communication practices.

Action Steps

Action Step	Responsible Party	Order
Request demo of multiple CRM companise	Admissions & IT	1
Write possible RFP	Admissions & Purchasing	2
Invite companies to meet with RFP committee	Purchasing & Admissions	3
Implement CRM	Admissions & IT	4

Expected Outcomes

Outcome	Order
Better tracking, reporting and communications of our applicant pool.	1
Increase in enrollment through a more streamlined communication process with our students.	2

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.		Institutional Research

Resources

INITIAL YEAR COST:	$52,000.00
RECURRING COST:	$50,000.00

Equipment

Need	Cost (Initial/Recurring)	Supporting Departments
Purchasing cost of actual CRM	$50000.00 / 50000.00 (1st year)	Business Office
TOTAL:	$50,000.00 / $50,000.00

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
Training to implement CRM when purchased	$2000.00	Admissions and Recruitment
TOTAL:	$2,000.00 / $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

This initiative is not ready for prioritization.

Please enter How the initiative will support the chosen goals

Assessment

Date	Department Name	Status	Cost to Date	Funding Source
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