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Recent Posts

  • Project Transition to Service
  • CRM: Help and Training
  • Project Update
  • New functionality deployed
  • It’s our birthday today!

CRM Project

Welcome to the Customer Relationship Management (CRM) project blog site

by Helen Simmonds • March 12, 2015 • 0 Comments

Welcome to the blog for Plymouth University’s CRM Project.  We will be using this blog to share project developments and news; you will also be able to contribute to discussions and share your feedback with the project team.  

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CRM Project, Uncategorized

Project Transition to Service

by rupertfrankum • August 8, 2016 • 0 Comments

As the CRM Project closes, this is one last blog post to say thank you and close the project, but more importantly to declare the the CRM is now well-established as a service to be built upon in the future. The…

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CRM Project, Help and Training

CRM: Help and Training

by Helen Simmonds • November 11, 2015 • 0 Comments

The CRM Project is being very capably supported by members of the ASTI (Academic Support, Technology & Innovation) team in delivering quality training to new and existing users of the system. This isn’t always an easy matter on an Agile project – things…

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CRM Project, Functionality, Work in progress

Project Update

by amyworman • September 29, 2015 • 0 Comments

As usage of Salesforce within the five business areas continues to increase as functionality is delivered, we thought it was time to give an update on what we’ve been working on within these areas (Recruitment, Admissions, Employability, Research & Innovation…

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CRM Project, Functionality

New functionality deployed

by Clare Martin • July 27, 2015 • 0 Comments

The project team have been really busy for the last few sprints finalising new functionality which has now been deployed to help you work more effectively. Organisation Leads We are introducing a new Enquirer record type, the Organisation Lead, to…

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CRM Project, Work in progress

It’s our birthday today!

by Clare Martin • May 1, 2015 • 0 Comments

We went live with the CRM a year ago today with users from Student Recruitment and Admissions.  Since then, the CRM has grown steadily in terms of functionality and number of users; over 100 colleagues from professional services now use…

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Project Objectives

CRM project objectives and goals

by Clare Martin • April 20, 2015 • 0 Comments

The objectives of this project are to outline current and future needs for CRM across the University and implement a new CRM system that facilitates long-term success and sustainable competitive advantage by adding value to every point of contact with…

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Show & Tells

Project Transition to Service

Show and Tells have now stopped as the project looks to close and the CRM becomes a well-established service across the University.

Useful Links

Help & Training

The latest help guides, PowerPoint slides and training videos are available on the CRM Training Help Site

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