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Enterprise CRM

Enterprise Constituent Relationship Management

Penn State is adopting a new technology ecosystem, Enterprise Constituent Relationship Management (ECRM). ECRM will help to manage our relationships and constituent information, so we can continue to grow as a University alongside all of the members of the Penn State community.

Our Vision

Our ECRM culture, processes, and technologies create a nexus for constituent engagement. Across the University, we build collaborative connections, interactions, and data that help personalize, multiply, and deepen our Penn State relationships.

Graphic showing how in the old way, information on a given constituent profile is limited to what each particular database has for their interactions with that constituent. With the new CRM, all this information can be combined to build more robust, profiles that can be used in multiple ways, such as Marketing and Communications, Analytics and Artificial Intelligence, Health and Wellness, Recruiting and Admissions, Development and Alumni Relations, Career Services, Student Access, and Corporate and Foundation Relations.

We Are

At our University, we recognize the diverse roles individuals play in shaping our community. Whether you’re a student, alum, supporter, staff, faculty, or community member, you’re an integral part of our family. Our connections grow in numerous ways, evolving through time and experiences shared.

Why It Matters

At the heart of ECRM is a simple truth: the stronger our connections, the greater the benefits for everyone involved. By enhancing engagement through tailored opportunities, we’re not just investing in technology; we’re investing in “return on relationship.” This approach ensures that both the University and its constituents reap the rewards of deepened, meaningful interactions.

How It Works

Putting constituents at the core, ECRM leverages cutting-edge technologies, like Salesforce, to illuminate and organize vital information. This enables more effective engagement from both sides, ensuring that every member of our community can connect with the University in the most impactful way possible.

Already using Salesforce?

Join our Penn State Salesforce Admin User Group in Microsoft Teams. This group is for all Penn State areas using or interested in ECRM platform technologies (including Sales Cloud, Service Cloud, Education Cloud, Experience Cloud, Einstein AI, Tableau CRM, Marketing Cloud, products from ISVs, and more).

Join
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Become a Trailblazer

Start your journey with our curated list of training resources.

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Keep up with the latest

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University ECRM Intro – Penn State MediaSpace

Interested in learning more about the Enterprise CRM initiative?

We will be launching CRM capabilities for external and learner audiences through the Salesforce platform at the end of 2024. If you would like to learn more, please share your information by clicking below.

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