Student Hub
The UNM CRM enables a better experience for all constituencies and fosters strong connections.
UNM 2040 Goal #2
STUDENT EXPERIENCE AND EDUCATIONAL INNOVATION:
Transform the educational experience by creating supportive, intellectually challenging, exciting, diverse and joyful learning environments both inside and outside of the classroom to ensure the lifelong success, upward social mobility, and engagement of all learners. Through the education of people, our University will contribute to the growth of societies in New Mexico and across the globe
Project Overview
In partnership with the Office of the Provost and other key departments across campus, design, develop and implement a dynamic system that provides engagement, support and communication for UNM Students and support to administrative processes and services.
To facilitate student academic achievement, wellness, and engagement through adoption of a CRM strategy that will allow student support team coordination, distribute team roles and responsibilities effectively, channel communications with the student and among team members, and enhance the student’s experience of belonging, access, and opportunity at UNM.
Office Hours
To speak directly with the project team, visit us at the bi-weekly office hours on Microsoft Teams every other Wednesday at 3:00 - 4:00 pm Mountain Time. Join us here.
Roadmap
UNM has purchased Salesforce Education Cloud, an advanced Constituent Relationship Management (CRM) platform that is tailored specifically towards educational institutions. The system includes features essential to supporting advisement communications, scheduling, and streamlining recruitment and admissions processes. It includes functionality that enables users to manage engagements into a single, cohesive platform aligning us with 2040 Goal #2 of improving the overall experience for students and the UNM staff who support them through their academic journey.
Our approach to this project involves an active roadmap detailing the project’s progression. This roadmap outlines the sequencing and rollout priorities based on these conditions:
- Standard functionality available in Salesforce Education Cloud
- High level UNM priorities with some level of custom development
- Lower level UNM interests that enhance or expand initial customization
2025
Fall
2026
Spring
Summer
Fall
2027
Spring
Summer
Fall
Fall 2025
- Recruitment and Admissions
- Plan and Build CAS Integrations, Prospect Management and Communications for College of Nursing
- Marketing Cloud
- Implement Housing Communication Processes
- Implement Reports for Housing Users
- Integration Development
- TargetX Enterprise
- Branch Campus Checklist Integration Development
- Training and Go-Live of Branch Campus Checklists
Spring 2026
- Recruitment and Admissions
- Go live with Prospect Management for College of Nursing
- Plan and Implement Application Reviews and continued Integrations build for College of Nursing
- Marketing Cloud
- Training and Go-live of Housing Communications
- Training and go-live with communications for College of Nursing
- Service Console
- HR Discovery
- Implement Case Management and Processes
- Implement Knowledge Base
- Build HR Integrations
Summer 2026
- Recruitment and Admissions
- Plan and Implement Event Management and completed Integrations for College of Nursing
- Service Console
- Build User Management Processes
- Implement Dashboards, Reports, and Record Pages
- Design Document Retention Policy
- Build HR Experience Site
- Build HR Integrations
Fall 2026
- Recruitment and Admissions
- Training and Go-live of Event Management for College of Nursing
- Service Console
- Develop HR Processes
- Develop HR Integrations
Spring 2027 (Tentative)
- Student Success
- Begin Early Alerts (Canvas Integration) Planning
- Begin Onboarding Checklist (Action Plans) Build for Main Campus Undergraduate Students
- Plan and Map Phase 2 Integrations for Student Success
- Complete Phase 1 Integrations for Student Success
- Build Student Success Alerts
- Launch Onboarding Checklist Functionality on Experience Site
- Begin Implementation of Marketing Cloud for Student Success
- Service Console
- HR Training and Go-live
Summer 2027 (Tentative)
- Student Success
- Build Canvas Integration
- Design Integration of Alerts Data to SIS
- Launch Early Alerts
- Launch Marketing Cloud for Student Success
- Build Early Alerts Integration to SIS
- Discovery and Design of Knowledge Management and Chat Bot
- Discovery and Design of Wellness Programs for HSC
Fall 2027 (Tentative)
- Student Success
- Build Knowledge Management and Chat Bot Features
- Discovery and Design of Additional Student Success Units
- Build Wellness Programs for HSC
- Help Button Design
