TerpEngage: Constituent Relationship Management (CRM)

Vision

Personalize and streamline connections with prospective students, current students, alumni, partners, faculty and staff to cultivate engaging experiences. This effort is powered by Salesforce.

TerpEngage will :
Enhance the student experience
Reduce administrative cost
Integrate existing systems
Deliver timely data to stakeholders

Core Values

Core values and guiding principles of the TerpEngage Program: Customer focus - People matter - Engage stakeholders throughout implementation - Create confidence in the system - Encourage and deliver consistent and open communication across all levels - Ensuring the long-term success of a University wide CRM solution - Passion for participation - Foster innovation - Provide creative approaches to problem solving - Unified approach to developing a single platform for the campus community

Current Activity

Phase 1 (December 2016 - March 2019) will design and build the campus-wide Salesforce framework and governance structure. Three projects will be implemented: Alumni and Donor Relationship Management, in partnership with the Robert H. Smith School of Business; the Advising: Student Success Initiative, in partnership with the College of Behavioral and Social Sciences, the Robert H. Smith School of Business, and the College of Computer, Mathematical, & Natural Sciences; and a full CRM replacement for Enrollment Management.

Planned Activities

Plan and begin execution of Phase 2, which will include additional departments and processes as prioritized by the program governance structure.

Staff Involvement

50-75

Team

AMP + Behavioral and Social Sciences + Computer Science+ Smith School of Business + Enrollment Management + University Relations + Division of IT + Sierra-Cedar consultants