Business

Talisma will be replaced by a new CRM in January

06 November 2021 08:44 AM | UPDATED 4 weeks ago

06 November 2021 08:44 AM

Talisma will be replaced by a new CRM in January – To support and improve recruitment, communications, and student success, the University of Nebraska–Lincoln is installing Salesforce Constituent Relationship Management, or CRM, using the TargetX Recruitment and Retention Suites.

Talisma will be replaced by a new CRM in January

CRM is a method and a platform for tracking and managing all interactions with constituents, as well as the data generated by those interactions.







“Students are the most important constituents in UNL’s CRM,” said Abby Freeman, director of admissions. “CRM helps us to provide timely information to our constituents about their membership in the UNL community, from prospective students learning about what UNL has to offer at a high school visit or college fair to an admitted student finishing their enrollment.” UNL will enhance these tools in this new CRM to help students succeed and stay in school.”

Talisma, the university’s current CRM, is only used for new student recruitment and is nearing the end of its life cycle. Salesforce for recruitment will be available on January 1st. Undergraduate recruitment personnel who use Talisma will be invited to training sessions on Dec. 8 and 9 from 9 to 10:30 a.m., and Dec. 15 from 1 to 2:30 p.m. On Jan. 5 and 12, from 8:30 to 10:30 a.m., refresher and support training will be conducted.

The following are some of the advantages of the new Salesforce implementation project:

  • Enrollment and retention can be boosted by modernizing CRM solutions.
  • Expanding retention capabilities (replacing MyPlan/Starfish) to include the option to prioritize and reach out to students who need help.
  • Providing easy access to student data during the recruitment and retention process.
  • Putting in place the technical and operational foundations that will allow us to use CRM to manage the entire student lifecycle as well as any external stakeholder connections.

In two phases, the university will use Salesforce CRM for recruitment and retention. The Recruitment Suite will be implemented in the first phase, with a planned go-live date of January 1. During the holiday closedown, when interactions with students are at a minimum, the CRM implementation team will migrate data from Talisma to Salesforce. Existing offices that use CRM for recruitment will benefit from the Recruitment Suite installation, which includes email, SMS, phone call monitoring, event management, and other communication capabilities.

Beginning in January, faculty, and staff will be involved in the Retention Suite deployment. The Retention Suite will be implemented from January through April, with a go-live date set for May.

Many opportunities for student success staff to have direct input on committees/teams assigned to specific aspects of the implementation will be available during the implementation process, ranging from data integrations to system settings/configurations, communication planning, reporting, and training.

Both on-campus and at the University of Nebraska Central Administration, the Salesforce CRM implementation has received executive support. In collaboration with the ASEM Enrollment Technology and Analytics team, Kelly Lindsay, director of enrollment technology and analytics, is leading the Recruitment Suite implementation and Bill Watts, associate dean for university advising and career development, is leading the Retention Suite implementation.

The institution will be able to connect with students in new and innovative ways thanks to Salesforce CRM. However, revamping a core system like how the university communicates with students and keeps track of their connections would take time.

“UNL has been a pioneer in pushing Talisma’s capabilities to their maximum. Lindsay stated, “We’ve been working on unique solutions for 20 years.” “As we work through the process of customizing Salesforce, we beg for everyone’s patience. Although we will have all essential capabilities covered from the start, what we will have at launch will be different from what we will have after a year of working with the system.”

To ensure a smooth transition, the CRM implementation team is seeking cooperation and collaboration from across campus.

Patrick Winter, associate vice chancellor for academic services and enrollment management, stated, “We’re encouraging everyone who works with Talisma to set aside some time in December and January to take advantage of training, familiarize themselves with Salesforce, and ask questions.” “Getting acclimated to Salesforce, like any new work system or procedure, will take some time, and there may be some hiccups along the way. This is a difficult task, but one that we shall overcome together.”







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