CNM Constituent Relationship Management
CNM is implementing a collegewide Constituent Relationship Management (CRM) tool. The CRM will allow us to connect our different information systems, like Banner, and our college processes in one, easy-to-use place, which will provide an accurate and holistic view of each constituent. Through the use of the CRM, we will provide higher quality outreach and a better experience for any individual that interacts with CNM.
Why Implement a CRM?
A centralized enterprise-wide CRM approach has several strategic advantages:
- A unified view of data and source for all interactions
- Provide more intelligent and personalized engagement
- Deliver relevant, timely, and targeted communications
- Share a greater understanding of CNM's constituents
- Improve organizational processes for smoother student transactions
- Acquire metrics to measure engagement
- Platform flexibility for different use cases
The Implementation Project
The CRM is currently being implemented in four phases.
- Phase 1 included the basic recruiting, marketing, and admissions pieces.
- Phase 2 is now in progress, with supplemental applications, grants relationship management, and integration with CNM Ingenuity.
- Phase 3 will develop Advisement scheduling and documentation, Scholarship applications, new student orientation, and tracking of offline marketing.
- Phase 4 will bring the key pieces of event management, donation management, and alumni relationship management for CNM Foundation together, along with data reporting and analysis.