Advancing Your Advising Using Innovative Technology

This presentation will highlight how we elevated our advising practices at the American Women's College at Bay Path University by using a customer relationship management (CRM) system (i.e., Salesforce). The collaborative efforts of all our departments using Salesforce allows for holistic and intentional advising of our student population. In looking closer at Salesforce, we will explain how to organize a student's record, document targeted interventions, and automate communication via these interventions.

Outcomes: Articulate aspects of student data that functional areas of your university could share in a CRM system * Define specific student interventions commonly used by your departments and how to document them in a CRM system * Determine which manual processes would benefit from the automated capabilities of a CRM system