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

UNM Strategic Framework pdf.

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

Summer

Fall

2026

Spring

Summer

Fall

2027

Spring

Summer

Fall

2028

Spring

Summer 2025

  • Recruitment and Admissions
    • Decision on Undergraduate Admissions Application Design
    • Begin Undergraduate Admissions Build and Applicant Experience

  • Student Success
    • Launch Student Success Application for Current Students and Advisors

  • Service Console
    • Housing Discovery
    • Implement Marketing Cloud

  • Program Management
    • Program Management Training and Go-Live

  • TargetX Enterprise
    • Begin Branch Checklist Integrations

Fall 2025

  • Recruitment and Admissions
    • Design Integration Strategy for Undergraduate Application Process
    • Build Undergraduate Application
    • Build Recruitment and Admissions Integrations
    • Plan and Build Single Sign-on for Undergraduate Admissions Staff

  • Service Console
    • Implement Housing Communication Processes
    • Implement Reports for Housing Users
    • Integration Developement
    • Training and Go-live of Housing Communications

  • TargetX Enterprise
    • Branch Campus Checklist Integration Development
    • Training and Go-Live of Branch Campus Checklists

Spring 2026

  • Recruitment and Admissions
    • Build Application Processes
    • Design Data Migration for Current UG Applications
    • Implement Third Party Event Management Application
    • Build Recruitment and Admissions integrations

  • Service Console
    • HR Discovery
    • Implement Case Management and Processes
    • Implement Knowledge Base
    • Build HR Integrations

Summer 2026

  • Recruitment and Admissions
    • Develop Undergraduate Recruitment Forms and Processes
    • Build Recruitment and Admissions Reports and Dashboards
    • Build Recruitment and Admissions Integrations
    • Implement Third Party Event Management Application

  • 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
    • Build Undergraduate Decision Processes and Applicant Experience
    • Recruitment and Admissions Data Migration Development
    • Build Recruitment and Admissions Integrations
    • Implement Salesforce Scheduler for Individual Admission Appointments

  • Service Console
    • Develop HR Processes
    • Develop HR Integrations

Spring 2027 (Tentative)

  • Recruitment and Admissions
    • Recruitment and Admissions Integration Completion
    • Implement Marketing Cloud for Recruitment

  • 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)

  • Recruitment and Admissions
    • Undergraduate Recruitment and Admissions Testing, Training and Go-Live

  • 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

Spring 2028 (Tentative)

  • Student Success
    • Build Additional Student Success Units